SF Value Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 298320
- Website
- www.sfvaluecapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
SF Value Capital, LLC is a small independent registered investment adviser organized as a limited liability company that focuses on discretionary portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and does not describe itself as an ESG investor or a multi-state adviser. Its client base is individual and family investors rather than institutional or pension clients. Services center on managing separate accounts with an equity emphasis. The firm is owner-operated and gauged as an individual-owned RIA rather than a multi-adviser organization or capital allocator to external managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Derivatives2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations