Sf Equity Partners Management, LLC

Fee-Only (% of Portfolio)

SF Equity Partners provides investment advice to private investment funds offered to qualified investors. They identify and evaluate investment opportunities, negotiate terms, manage investments, and achieve dispositions. Senior SFEP principals often take active management roles in portfolio companies. SFEP also manages single-purpose private equity vehicles. They may provide co-investment opportunities to certain investors. As of December 31, 2024, SF Equity Partners manages approximately $575,406,088 in client assets on a discretionary basis.

Assets Under Management$580M
Clients6
AdvisorsN/A
Avg. per Client$96M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Sf Equity Partners Management, LLC | TrueAdvisor