SF Value Capital, LLC

RIASEC Registered
Total AUM
$17.3M
Discretionary
$17.3M
100% of AUM
Avg account
$556K
Accounts
31
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
298320
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

SF Value Capital, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm’s client base is primarily individuals and families, and its stated advisory activity is portfolio management for individuals and small businesses. Compensation is charged as a percentage of assets under management. Regulatory and operational notes in the public record indicate the adviser is not an active ESG investor, is not set up as a multi-state adviser, and does not act as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 90%, Derivatives 10%, Cash & Cash Equivalents 5%90%
  • Exchange Traded Equities90%
  • Derivatives10%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • Rishi Gosalia

    Rishi Gosalia

    Managing PartnerCRD 7005764

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth