SF Advisors (SFA) is an investment advisor focused on impact investing, aiming to generate positive social and environmental outcomes alongside financial returns. SFA manages investments for pooled investment vehicles and offers advisory services to foundations, high net worth individuals, and institutions. SFA's services include developing investment strategies, diligencing potential investments, and providing ongoing portfolio management and reporting. Social Finance employees under the supervision of SFA’s Chief Compliance Officer engage in all advisory business.
Fee Structure
SFA manages investment vehicles and charges a management fee, typically around 1.50% per year, paid quarterly. The fee may be based on committed capital, invested capital, or outstanding loans, depending on the specific fund. SFA may waive or reduce fees for Social Finance, its employees, affiliated investors, and their families. SFA also offers impact investment advisory services to certain clients and may charge a fee based on a percentage of the assets to be managed.