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| SF Advisors LLC
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|---|---|
| CRD # | 316518 |
| SEC # | 801-127658 |
| CIK # | |
| AUM | 172.5 M (2026-03-31) |
| Employees | 34 (71% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 617-939-9900 |
| Address | Two Atlantic Avenue Boston, MA 02110 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Social Finance Impact-First LP | 2024-03-29 | 21.0 M | |
| Other | Career Certificate Fund Trust | 2023-03-15 | 92.8 M | |
| Other | The Dreamers Graduate Education Financing Trust 2021 | 2022-03-31 | 21.4 M | |
| PE | Up Fund LP | [2021-09-23] | 49.9 M | 33.4 M |
| Offered $55,000,000 · Filed 2021-08-16 (D/A) · Exemption 506(c), 3(c), 3(c)(1), 3(c)(7) · Minimum $100,000 · Remaining $5,100,000 · Duration More than one year · Net Assets $25,000,001 - $50,000,000 | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| 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 | 6 | 172.5 |
| (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 | 6 | 172.5 |
| By Discretionary | ||
| Discretionary | 6 | 172.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6 | 172.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 172.5 | |
| Total | 6 | 172.5 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Tracy Palandjian | Executive Officer | 3 | 2 | |
| Navjeet Bal | Executive Officer | 3 | 2 | |
| Social Finance Inc | Executive Officer | 2 | 2 | |
| Up Fund GP LLC | Executive Officer | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Research |
| Fund Types | Private Equity |
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