SAF Advisors LLC

RIASEC RegisteredEst. 2024
Total AUM
$249M
Discretionary
$249M
100% of AUM
Avg account
$17.8M
Accounts
14
Employees
10
Advisory reps
2

Firm details

Headquarters
,
CRD number
284283
Registered since
June 6, 2024
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

SAF Advisors LLC is a limited liability company that registered with the SEC in 2024 and operates primarily as an adviser to pooled investment vehicles. The firm targets institutional clients and manages private pooled funds; it also functions in sponsor/GP and managing-member roles for those vehicles. Ownership is a mix of a domestic entity and an individual. Fee arrangements include a percentage-of-AUM component and other fee structures. SAF Advisors is not positioned as an ESG-focused investor, is not a multi-state adviser, and does not present itself as a pension consultant. The firm maintains industry affiliations that extend beyond advisory activities: listings include broker-dealer relationships and activity as an additional investment adviser and sponsor/manager of pooled funds. Its stated advisory activity centers on portfolio management for pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Rafay Farooqui

    Rafay Farooqui

    Founder & CEOCRD 3100932

  • Joyce Lapreta

    Chief Compliance OfficerCRD 1567415

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth