|
⚲
|
| SF Advisors LLC
✚
| |
|---|---|
| CRD # | 316518 |
| SEC # | 801-127658 |
| CIK # | |
| AUM | $155.6 MM (2024-08-29) |
| Employees | 23 (78% Investors, 0% Brokers) |
| Phone | 617-939-9900 |
| Address | Two Atlantic Avenue Boston, MA 02110 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Social Finance Impact-First LP | 2024-03-29 | 10.0 | |
| Other | Career Certificate Fund Trust | 2023-03-15 | 92.7 | |
| Other | The Dreamers Graduate Education Financing Trust 2021 | 2022-03-31 | 16.5 | |
| PE | UP Fund LP | [2021-09-23] | 49.9 | 36.5 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 4 | 155.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4 | 155.6 |
| By Discretionary | ||
| Discretionary | 4 | 155.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4 | 155.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 155.6 | |
| Total | 4 | 155.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Navjeet Bal | 3 | ||
| Tracy Palandjian | 3 | ||
| Social Finance Inc | 2 | ||
| UP Fund GP LLC | 1 |
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|---|---|---|
|
Uwharrie Investment Advisors Inc
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|
NC | 0.2 |
|
OceanIQ Capital LLC
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CA | 0.2 |
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Emerson Equity LLC
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CA | 0.2 |
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Colarion LLC
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AL | 0.1 |
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Kruse Asset Management LLC
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IL | 0.1 |
|
Authentic Counsel LLC
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CO | 0.1 |
|
33 Capital Management LLC
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CT | 0.1 |
|
CornerStone Advisory Corp
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TX | 0.0 |
|
TBP Advisors Ltd
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NY | 0.0 |
|
Loop Capital Advisors LLC
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IL | 0.0 |