# SF Advisers, LLC

> SF Advisers, LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 316518
- Filed as: SF ADVISERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/316518
- AdvisorCensus page: https://advisorcensus.com/firm/sf-advisers-llc-boston-ma-316518

## Quick answers

**How is SF Advisers, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), SF Advisers, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is SF Advisers, LLC located?**
SF Advisers, LLC's principal office is in Boston, MA, according to its Form ADV; the April 2026 filing also lists 4 other offices (Schedule D, Section 1.F).

**Is SF Advisers, LLC registered with the SEC or a state?**
SF Advisers, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 316518.

**How much does SF Advisers, LLC manage?**
SF Advisers, LLC reports $172,516,345 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have SF Advisers, LLC's assets and staff changed since 2021?**
In the Form ADV data for SF Advisers, LLC: Regulatory assets under management: $154,282,461 in the October 2023 data and $172,516,345 in the October 2026 data, up 12%. Total employees: 21 in October 2023 and 34 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does SF Advisers, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (6).

**Does SF Advisers, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/316518

**What changed in SF Advisers, LLC's recent Form ADV filings?**
In the April 2026 filing data: Changed its legal name from SF Advisors, LLC to SF Advisers, LLC. Employees performing advisory functions went from 26 to 24. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $172,516,345
- Discretionary: $172,516,345
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $172,516,345 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (3 years)
- Employees: 34 total, 24 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, DC, MA, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Austin, TX
- New York, NY
- San Francisco, CA
- Washington, DC

### Websites listed on Form ADV (Item 1.I)
- socialfinance.org
- LinkedIn @socialfinance

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | September 23, 2021 |
| October 2022 | Not reported | Not reported | March 31, 2022 |
| October 2023 | $154,282,461 | 21 | March 15, 2023 |
| October 2024 | $155,639,302 | 23 | September 20, 2024 |
| October 2025 | $160,799,150 | 33 | May 15, 2025 |
| October 2026 | $172,516,345 | 34 | March 31, 2026 |

Regulatory assets under management: $154,282,461 in the October 2023 data and $172,516,345 in the October 2026 data, up 12%.
Total employees: 21 in October 2023 and 34 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Changed its legal name from SF Advisors, LLC to SF Advisers, LLC.
- Employees performing advisory functions went from 26 to 24.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. SF Advisers, LLC (CRD 316518): Form ADV filing data as of October 2026.