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| JSF Financial LLC
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|---|---|
| CRD # | 114025 |
| SEC # | 801-71250 |
| CIK # | 0001802224 |
| AUM | 1,972.3 M (2026-03-30) |
| Employees | 27 (48% Investors, 44% Brokers) |
| Phone | 323-866-0833 |
| Address | 6300 Wilshire Blvd Los Angeles, CA 90048 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 21.0 | ||
| iShares Comex Gold Trust | 19.0 | ||
| Nvidia Corp | 9.0 | ||
| Alphabet Inc | 6.3 | ||
| Microsoft Corp | 5.8 | ||
| Amazon Com Inc | 4.8 | ||
| J P Morgan Chase & Co | 3.1 | ||
| Doubleverify Holdings Inc | 3.0 | ||
| Alphabet Inc | 2.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 445 | 302.9 |
| (b) Individuals (high net worth individuals) | 346 | 1,371.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 21 | 33.7 |
| (h) Charitable organizations | 5 | 38.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 226.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,759 | 1,972.3 |
| By Discretionary | ||
| Discretionary | 2,759 | 1,972.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,759 | 1,972.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 9.9 | |
| United States Persons | 1,962.5 | |
| Total | 2,759 | 1,972.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001802224] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Clients | 45 (1 non-US) |
| Serves | Institutional, Retail, Research |
| LEI | 48167514 |
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