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SF EQUITY PARTNERS MANAGEMENT, LLC

SAN FRANCISCO, CA · CRD 162396 · IAPD ↗ · sfequitypartners.com · 415-738-1200

$556.0MRegulatory AUM
6Advisory reps
8Employees
0Clients
n/aPlanning clients
7Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2024 — SF EQUITY PARTNERS MANAGEMENT, LLC crossed $500M in regulatory AUM ($444.5M -> $616.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.