|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| SF Advisors LLC
✚
|
|
|---|---|
| CRD # | 316518 |
| SEC # | 801-127658 |
| CIK # | |
| AUM | $160.8 M (2025-05-15) |
| Employees | 33 (79% Investors, 0% Brokers) |
| Phone | 617-939-9900 |
| Address | Two Atlantic Avenue Boston, MA 02110 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Social Finance Impact-First LP | 2024-03-29 | 16.7 | |
| Other | Career Certificate Fund Trust | 2023-03-15 | 93.7 | |
| Other | The Dreamers Graduate Education Financing Trust 2021 | 2022-03-31 | 16.8 | |
| PE | UP Fund LP | [2021-09-23] | 49.9 | 33.5 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 6 | 160.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6 | 160.8 |
| By Discretionary | ||
| Discretionary | 6 | 160.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6 | 160.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 160.8 | |
| Total | 6 | 160.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Tracy Palandjian | 3 | ||
| Navjeet Bal | 3 | ||
| Social Finance Inc | 2 | ||
| UP Fund GP LLC | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
HQ Capital Private Equity LLC
✚
|
FL | 8.1 |
|
Small Enterprise Assistance Funds
✚
|
DC | 0.2 |
|
Crowdout Capital LLC
✚
|
TX | 0.1 |
|
Resurgence Asset Management LLC
✚
|
NY | 0.0 |
|
Upwelling Capital Group LLC
✚
|
CA | 0.0 |
|
Kiwanja Capital Partners LLC
✚
|
IL | 0.0 |
|
Avanz Capital Management LP
✚
|
MD | 0.0 |