SF EQUITY PARTNERS MANAGEMENT, LLC

50 California Street
Suite 1320
San Francisco, California 94111
Tel: 415-738-1200

About SF EQUITY PARTNERS MANAGEMENT, LLC

SF EQUITY PARTNERS MANAGEMENT, LLC, formally registered with the SEC as SF EQUITY PARTNERS MANAGEMENT, LLC. The firm was established in 07/26/2019. They have over 1 offices throughout the country.

SF EQUITY PARTNERS MANAGEMENT, LLC is a San Francisco, California based Financial Planning firm with nearly $616,657,176 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	162396
SEC#	801-117068
Assets Managed by Firm	$616,657,176
No. of Clients	7
No. of Advisors	7

Fee Structure

A percentage of AUM
Performance Based
Other (MONITORING FEES)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	7	$616,657,176

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