RIA Intelligence

SF EQUITY PARTNERS MANAGEMENT, LLC

CRD #162396 SEC #801-117068 SAN FRANCISCO, CA 415-738-1200
SEC Registered Private Funds
Total AUM
$575.4M
Discretionary
$575.4M
Employees
8
Clients
--
Accounts
6

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 31, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
IOVINO, DANIELLE, LAURAICHIEF FINANCIAL OFFICERNA Control
IOVINO, DANIELLE, LAURAICHIEF FINANCIAL OFFICERNA Control
IOVINO, DANIELLE, LAURAICHIEF FINANCIAL OFFICERNA Control
IOVINO, DANIELLE, LAURAICHIEF FINANCIAL OFFICERNA Control
IOVINO, DANIELLE, LAURAICHIEF FINANCIAL OFFICERNA Control
IOVINO, DANIELLE, LAURAICHIEF FINANCIAL OFFICERNA Control
IOVINO, DANIELLE, LAURAICHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
IOVINO, DANIELLE, LAURAICHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
KAYSER, MARY, ANNICFO, CCONA Control
KAYSER, MARY, ANNICFO, CCONA Control
KAYSER, MARY, ANNICFO, CCONA Control
KAYSER, MARY, ANNICFO, CCONA Control
POTTER, SCOTTIMANAGING PARTNERE Control
POTTER, SCOTTIMANAGING PARTNERE Control
POTTER, SCOTTIMANAGING PARTNERE Control
POTTER, SCOTTIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERE Control
POTTER, SCOTTIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERE Control
POTTER, SCOTTIMANAGING PARTNERE Control
POTTER, SCOTTIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERE Control
POTTER, SCOTTIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERE Control
POTTER, SCOTTIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERE Control
POTTER, SCOTTIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERE Control
POTTER, SCOTTIMANAGING PARTNERE Control
POTTER, SCOTTIMANAGING PARTNER OF SFEP MGMT LLC, SFEP I LLC, SFEP III LLCE Control
POTTER, SCOTTIMANAGING PARTNER OF SFEP MGMT LLC, SFEP I LLC, SFEP III LLCE Control
POTTER, SCOTTIMANAGING PARTNER OF SFEP MGMT LLC, SFEP I LLC, SFEP III LLCE Control
POTTER, SCOTTIMANAGING PARTNERE Control
STEELE, CAMERON, PRICEISTAFF ASSIGNEE SFEP I LLC, FORMER EMPLOYEEC Control
STEELE, CAMERON, PRICEISTAFF ASSIGNEE SFEP I LLC, FORMER EMPLOYEEC Control
STEELE, CAMERON, PRICEISTAFF ASSIGNEE SFEP I LLC, FORMER EMPLOYEEC Control

Registrations

Federal

IA
Mar 31, 2025 REGISTERED

Notice Filings (1)

CA

Address

50 CALIFORNIA STREET
SUITE 1320
SAN FRANCISCO, CA 94111
United States
Phone: 415-738-1200