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Sf Equity Partners Management, LLC

● SEC registered since 2019CRD 162396SEC# 801-117068San Francisco, CA
Export (members)
Ranks #3,749 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$556M
Fund GAV
$569.7M
Private funds
7
Employees
8
Accounts
6
Location
San Francisco, CA

Sf Equity Partners Management, LLC assets under management

Sf Equity Partners Management, LLC is an SEC-registered investment adviser based in San Francisco, CA. The firm has been registered since 2019. It reports $556 million in regulatory assets under management and employs 8 people. Sf Equity Partners Management, LLC manages 7 private funds with combined gross assets of $569.7 million, including Sf Equity Partners, LP. By regulatory assets, it ranks 3,749 of 6,004 private fund managers.

Sf Equity Partners Management, LLC private funds

7 funds · $569.7M GAV
FundTypeGross assetsMin.
Sf Equity Partners, LPPrivate Equity$258.9M$1M
Sf Equity Partners II, LPPrivate Equity$175.4M$1M
Bf Holding Partners, L.P.Private Equity$37.8M$100K
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Sf Equity Partners Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Danielle Laura Iovino ControlChief Financial Officer And Chief Compliance OfficerUnder 5%2024
Scott Potter ControlManaging PartnerOver 75%2005

Frequently asked questions

How much does Sf Equity Partners Management, LLC manage?

Sf Equity Partners Management, LLC reports $556 million in regulatory assets under management on its Form ADV.

How many private funds does Sf Equity Partners Management, LLC manage?

Sf Equity Partners Management, LLC manages 7 private funds with combined gross assets of $569.7 million.

How many employees does Sf Equity Partners Management, LLC have?

Sf Equity Partners Management, LLC reports 8 employees.

Where is Sf Equity Partners Management, LLC located?

Sf Equity Partners Management, LLC is based in San Francisco, CA and has been SEC-registered since 2019.

Does Sf Equity Partners Management, LLC disclose fund performance?

Sf Equity Partners Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address50 California Street, Suite 1320, San Francisco, CA 94111
Phone415-738-1200
Office hours9a.m.-5p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Regulatory AUM

$556M▼ 3%
Mar '25 — $575.4MApr '25 — $575.4MMay '25 — $575.4MJun '25 — $575.4MJul '25 — $575.4MAug '25 — $575.4MSep '25 — $575.4MOct '25 — $575.4MNov '25 — $575.4MDec '25 — $575.4MJan '26 — $575.4MFeb '26 — $575.4MMar '26 — $556MApr '26 — $556MMay '26 — $556MJun '26 — $556M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
AUM vs fund managersTop 62%
Larger than 38% of 6,004 private-fund managers
Number of fundsTop 33%
More funds than 67% of fund managers
EmployeesTop 47%
More than 53% of 16,825 advisers

Assets under management

$556Mregulatory AUM
Discretionary $556M

Service providers