# SF Equity Partners Management, LLC

> SF Equity Partners Management, LLC is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2019, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 162396
- Filed as: SF EQUITY PARTNERS MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/162396
- AdvisorCensus page: https://advisorcensus.com/firm/sf-equity-partners-management-llc-san-francisco-ca-162396

## Quick answers

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

**Where is SF Equity Partners Management, LLC located?**
SF Equity Partners Management, LLC's principal office is in San Francisco, CA, according to its Form ADV.

**Is SF Equity Partners Management, LLC registered with the SEC or a state?**
SF Equity Partners Management, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 162396.

**How much does SF Equity Partners Management, LLC manage?**
SF Equity Partners Management, LLC reports $555,962,008 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have SF Equity Partners Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for SF Equity Partners Management, LLC: Regulatory assets under management: $208,115,612 in the October 2021 data and $555,962,008 in the October 2026 data, up 167%. Total employees: 6 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does SF Equity Partners Management, 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 Equity Partners Management, 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/162396

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $555,962,008
- Discretionary: $555,962,008
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $555,962,008 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 8 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sfequitypartners.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $208,115,612 | 6 | March 29, 2021 |
| October 2022 | $268,439,280 | 6 | April 28, 2022 |
| October 2023 | $444,492,530 | 6 | April 28, 2023 |
| October 2024 | $616,657,176 | 7 | March 29, 2024 |
| October 2025 | $575,406,088 | 8 | March 31, 2025 |
| October 2026 | $555,962,008 | 8 | March 30, 2026 |

Regulatory assets under management: $208,115,612 in the October 2021 data and $555,962,008 in the October 2026 data, up 167%.
Total employees: 6 in October 2021 and 8 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. SF Equity Partners Management, LLC (CRD 162396): Form ADV filing data as of October 2026.