Sf Equity Partners Management, LLC (San Francisco)

Name: Sf Equity Partners Management, LLC
Address: 50 California Street, San Francisco, CA, 94111
Telephone: 415-738-1200

Sf Equity Partners Management, LLC is a large advisory firm based in San Francisco. It manages $251.07 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdiction of California.

Sf Equity Partners Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sf Equity Partners Management: assets under management

The assets under management (AUM) of Sf Equity Partners Management, LLC is $251.07 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $251.07 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $25.11 million each.

Sf Equity Partners Management has custody of $251.07 million in cash and securities for 10 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sf Equity Partners Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Sf Equity Partners Management serves?

The only and largest group of clients of Sf Equity Partners Management is pooled investment vehicles with 10 clients and $251.07 million of assets under management. Among the 10 most similar advisory firms, Sf Equity Partners Management has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $251.07 million for 10 clients. None of the firm’s clients are foreign persons or businesses.

Sf Equity Partners Management also advises several private funds. Namely, eight private equity funds and two venture capital funds. The minimum investment commitment required of non-related persons ranges from $0 to $5,965,000.

Careers at Sf Equity Partners Management, LLC

The company employs 5 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Scott Potter	Managing partner	1 Feb 2005	75% - 100%	6037943
Mary Ann Kayser	Cfo, cco	1 Nov 2018	Other	3122419

Based in San Francisco

The principal office where Sf Equity Partners Management, LLC performs its advisory services is located at 50 California Street, San Francisco, CA 94111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-738-1200 or by fax 415-296-1162. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at sfequitypartners.com/.