SF ADVISORS, LLC
CRD #316518 SEC #801-127658 BOSTON, MA 617-939-9900
SEC Registered Private Funds
Total AUM
$162M
Discretionary
$162M
Employees
33
Clients
0
Accounts
6
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 11, 2025
- Branch Offices
- 4
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BROOKS, JESSICA, EDDY | I | VICE PRESIDENT, SF ADVISORS, LLC | NA | Control |
| BROOKS, JESSICA, EDDY | I | VICE PRESIDENT, SF ADVISORS, LLC | NA | Control |
| BROOKS, JESSICA, EDDY | I | VICE PRESIDENT, SF ADVISORS, LLC | NA | Control |
| BROOKS, JESSICA, EDDY | I | VICE PRESIDENT, SF ADVISORS, LLC | NA | Control |
| BROOKS, JESSICA, EDDY | I | VICE PRESIDENT | NA | Control |
| BROOKS, JESSICA, EDDY | I | VICE PRESIDENT | NA | Control |
| BROOKS, JESSICA, EDDY | I | VICE PRESIDENT | NA | Control |
| Bal, Navjeet | I | SECRETARY | NA | Control |
| Bal, Navjeet | I | TREASURER, CAREER CERTIFICATE FUND TRUST | NA | Control |
| Bal, Navjeet | I | AUTHORIZED PERSON, THE DREAMERS GRADUATE EDUCATION FINANCING TRUST 2021 | NA | Control |
| Bal, Navjeet | I | CHIEF COMPLIANCE OFFICER, SF ADVISORS, LLC | NA | Control |
| Bal, Navjeet | I | TREASURER, CAREER CERTIFICATE FUND TRUST | NA | Control |
| Bal, Navjeet | I | SECRETARY, SF ADVISORS, LLC & UP FUND GP, LLC | NA | Control |
| Bal, Navjeet | I | AUTHORIZED PERSON, THE DREAMERS GRADUATE EDUCATION FINANCING TRUST 2021 | NA | Control |
| Bal, Navjeet | I | CHIEF COMPLIANCE OFFICER, SF ADVISORS, LLC | NA | Control |
| Bal, Navjeet | I | SECRETARY, SOCIAL FINANCE IMPACT-FIRST GP, LLC | NA | Control |
| Bal, Navjeet | I | SECRETARY, SF ADVISORS, LLC & UP FUND GP, LLC | NA | Control |
| Bal, Navjeet | I | TREASURER, CAREER CERTIFICATE FUND TRUST | NA | Control |
| Bal, Navjeet | I | AUTHORIZED PERSON, THE DREAMERS GRADUATE EDUCATION FINANCING TRUST 2021 | NA | Control |
| Bal, Navjeet | I | CHIEF COMPLIANCE OFFICER, SF ADVISORS, LLC | NA | Control |
| Bal, Navjeet | I | SECRETARY, SOCIAL FINANCE IMPACT-FIRST GP, LLC | NA | Control |
| Bal, Navjeet | I | SECRETARY, SF ADVISORS, LLC & UP FUND GP, LLC | NA | Control |
| Bal, Navjeet | I | TREASURER, CAREER CERTIFICATE FUND TRUST | NA | Control |
| Bal, Navjeet | I | AUTHORIZED PERSON, THE DREAMERS GRADUATE EDUCATION FINANCING TRUST 2021 | NA | Control |
| Bal, Navjeet | I | CHIEF COMPLIANCE OFFICER, SF ADVISORS, LLC | NA | Control |
| Bal, Navjeet | I | SECRETARY, SOCIAL FINANCE IMPACT-FIRST GP, LLC | NA | Control |
| Bal, Navjeet | I | SECRETARY | NA | Control |
| Bal, Navjeet | I | SECRETARY, UP FUND GP, LLC | NA | Control |
| Bal, Navjeet | I | SECRETARY | NA | Control |
| Bal, Navjeet | I | SECRETARY, UP FUND GP, LLC | NA | Control |
| Bal, Navjeet | I | AUTHORIZED PERSON, THE DREAMERS GRADUATE EDUCATION FINANCING TRUST 2021 | NA | Control |
| Bal, Navjeet | I | SECRETARY | NA | Control |
| Bal, Navjeet | I | TREASURER, CAREER CERTIFICATE FUND TRUST | NA | Control |
| Bal, Navjeet | I | AUTHORIZED PERSON, THE DREAMERS GRADUATE EDUCATION FINANCING TRUST 2021 | NA | Control |
| Bal, Navjeet | I | CHIEF COMPLIANCE OFFICER, SF ADVISORS, LLC | NA | Control |
| Chen, Andrew | I | VICE PRESIDENT | NA | Control |
| Chen, Andrew | I | VICE PRESIDENT, UP FUND GP, LLC | NA | Control |
| Chen, Andrew | I | VICE PRESIDENT, UP FUND GP, LLC | NA | Control |
| Chen, Andrew | I | VICE PRESIDENT, UP FUND GP, LLC | NA | Control |
| Chen, Andrew | I | VICE PRESIDENT, UP FUND GP, LLC | NA | Control |
| Chen, Andrew | I | VICE PRESIDENT, UP FUND GP, LLC | NA | Control |
| Chen, Andrew | I | VICE PRESIDENT | NA | Control |
| Chen, Andrew | I | VICE PRESIDENT, UP FUND GP, LLC | NA | Control |
| Chen, Andrew | I | VICE PRESIDENT | NA | Control |
| Chen, Andrew | I | VICE PRESIDENT, UP FUND GP, LLC | NA | Control |
| Chen, Andrew | I | VICE PRESIDENT | NA | Control |
| Chen, Andrew | I | VICE PRESIDENT, UP FUND GP, LLC | NA | Control |
| Chen, Andrew | I | VICE PRESIDENT, SF ADVISORS, LLC | NA | Control |
| Chen, Andrew | I | VICE PRESIDENT, SF ADVISORS, LLC | NA | Control |
| Chen, Andrew | I | VICE PRESIDENT, SF ADVISORS, LLC | NA | Control |
| Chen, Andrew | I | VICE PRESIDENT, SF ADVISORS, LLC | NA | Control |
| Cornell, Leslie, Marian | I | CHIEF COMPLIANCE OFFICER, SF ADVISORS, LLC | NA | Control |
| Cornell, Leslie, Marian | I | SECRETARY, SF ADVISORS, LLC | NA | Control |
| Cornell, Leslie, Marian | I | SECRETARY, UP FUND GP, LLC | NA | Control |
| Cornell, Leslie, Marian | I | SECRETARY, CAREER CERTIFICATE FUND TRUST | NA | Control |
| Cornell, Leslie, Marian | I | SECRETARY, SOCIAL FINANCE IMPACT-FIRST GP, LLC | NA | Control |
| Cornell, Leslie, Marian | I | AUTHORIZED PERSON, THE DREAMERS GRADUATE EDUCATION FINANCING TRUST 2021 | NA | Control |
| Cornell, Leslie, Marian | I | CHIEF COMPLIANCE OFFICER AND SECRETARY , SF ADVISORS, LLC | NA | Control |
| Cornell, Leslie, Marian | I | CHIEF COMPLIANCE OFFICER AND SECRETARY , SF ADVISORS, LLC | NA | Control |
| Cornell, Leslie, Marian | I | CHIEF COMPLIANCE OFFICER AND SECRETARY , SF ADVISORS, LLC | NA | Control |
| Cornell, Leslie, Marian | I | CHIEF COMPLIANCE OFFICER AND SECRETARY , SF ADVISORS, LLC | NA | Control |
| Davidkin, Riikka, Julia | I | VICE PRESIDENT, SOCIAL FINANCE IMPACT-FIRST GP, LLC | NA | Control |
| Davidkin, Riikka, Julia | I | VICE PRESIDENT, SOCIAL FINANCE IMPACT-FIRST GP, LLC | NA | Control |
| Davidkin, Riikka, Julia | I | VICE PRESIDENT, SOCIAL FINANCE IMPACT-FIRST GP, LLC | NA | Control |
| EDWARDS, JONATHAN | I | TREASURER | NA | Control |
| EDWARDS, JONATHAN | I | SECRETARY, CAREER CERTIFICATE FUND TRUST | NA | Control |
| EDWARDS, JONATHAN | I | SECRETARY, CAREER CERTIFICATE FUND TRUST | NA | Control |
| EDWARDS, JONATHAN | I | SECRETARY, CAREER CERTIFICATE FUND TRUST | NA | Control |
| EDWARDS, JONATHAN | I | SECRETARY, CAREER CERTIFICATE FUND TRUST | NA | Control |
| EDWARDS, JONATHAN | I | SECRETARY, CAREER CERTIFICATE FUND TRUST | NA | Control |
| EDWARDS, JONATHAN | I | TREASURER | NA | Control |
| EDWARDS, JONATHAN | I | TREASURER, UP FUND GP, LLC | NA | Control |
| EDWARDS, JONATHAN | I | TREASURER | NA | Control |
| EDWARDS, JONATHAN | I | TREASURER, UP FUND GP, LLC | NA | Control |
| EDWARDS, JONATHAN | I | TREASURER | NA | Control |
| EDWARDS, JONATHAN | I | SECRETARY, CAREER CERTIFICATE FUND TRUST | NA | Control |
| EDWARDS, JONATHAN | I | VICE PRESIDENT, SF ADVISORS, LLC | NA | Control |
| EDWARDS, JONATHAN | I | VICE PRESIDENT, SF ADVISORS, LLC | NA | Control |
| EDWARDS, JONATHAN | I | VICE PRESIDENT, SF ADVISORS, LLC | NA | Control |
| EDWARDS, JONATHAN | I | VICE PRESIDENT, SF ADVISORS, LLC | NA | Control |
| Grossman, Michael | I | APPROVED OFFICER, CAREER CERTIFICATE FUND TRUST | NA | Control |
| Grossman, Michael | I | APPROVED OFFICER, CAREER CERTIFICATE FUND TRUST | NA | Control |
| Grossman, Michael | I | APPROVED OFFICER, CAREER CERTIFICATE FUND TRUST | NA | Control |
| Grossman, Michael | I | APPROVED OFFICER, CAREER CERTIFICATE FUND TRUST | NA | Control |
| Grossman, Michael | I | APPROVED OFFICER, CAREER CERTIFICATE FUND TRUST | NA | Control |
| HILL, KIRSTEN, AIMEE | I | PRESIDENT, SOCIAL FINANCE IMPACT-FIRST GP, LLC | NA | Control |
| HILL, KIRSTEN, AIMEE | I | PRESIDENT, SOCIAL FINANCE IMPACT-FIRST GP, LLC | NA | Control |
| HILL, KIRSTEN, AIMEE | I | PRESIDENT, SOCIAL FINANCE IMPACT-FIRST GP, LLC | NA | Control |
| HILL, KIRSTEN, AIMEE | I | PRESIDENT, SOCIAL FINANCE IMPACT-FIRST GP, LLC | NA | Control |
| Hill, Kirstin, NILSSON | I | PRESIDENT | NA | Control |
| JAMAL, HANNA | I | AUTHORIZED PERSON, THE DREAMERS GRADUATE EDUCATION FINANCING TRUST 2021 | NA | Control |
| JAMAL, HANNA | I | AUTHORIZED PERSON, THE DREAMERS GRADUATE EDUCATION FINANCING TRUST 2021 | NA | Control |
| JAMAL, HANNA | I | AUTHORIZED PERSON, THE DREAMERS GRADUATE EDUCATION FINANCING TRUST 2021 | NA | Control |
| JAMAL, HANNA | I | AUTHORIZED PERSON, THE DREAMERS GRADUATE EDUCATION FINANCING TRUST 2021 | NA | Control |
| JAMAL, HANNA | I | AUTHORIZED PERSON, THE DREAMERS GRADUATE EDUCATION FINANCING TRUST 2021 | NA | Control |
| JAMAL, HANNA | I | AUTHORIZED PERSON, THE DREAMERS GRADUATE EDUCATION FINANCING TRUST 2021 | NA | Control |
| JAMAL, HANNA | I | AUTHORIZED PERSON, THE DREAMERS GRADUATE EDUCATION FINANCING TRUST 2021 | NA | Control |
| KHOR, JACQUELINE, LEI HUA | I | AUTHORIZED PERSON, THE DREAMERS GRADUATE EDUCATION FINANCING TRUST 2021 | NA | Control |
| Kavoosi, Kia | I | APPROVED OFFICER, CAREER CERTIFICATE FUND TRUST | NA | Control |
| Kavoosi, Kia | I | APPROVED OFFICER, CAREER CERTIFICATE FUND TRUST | NA | Control |
| Kavoosi, Kia | I | APPROVED OFFICER, CAREER CERTIFICATE FUND TRUST | NA | Control |
| Kavoosi, Kia | I | APPROVED OFFICER, CAREER CERTIFICATE FUND TRUST | NA | Control |
| Kavoosi, Kia | I | APPROVED OFFICER, CAREER CERTIFICATE FUND TRUST | NA | Control |
| Kavoosi, Kia | I | APPROVED OFFICER, CAREER CERTIFICATE FUND TRUST | NA | Control |
| Mansingh, Ayush | I | APPROVED OFFICER, CAREER CERTIFICATE FUND TRUST | NA | Control |
| Mansingh, Ayush | I | APPROVED OFFICER, CAREER CERTIFICATE FUND TRUST | NA | Control |
| Mansingh, Ayush | I | APPROVED OFFICER, CAREER CERTIFICATE FUND TRUST | NA | Control |
| Mansingh, Ayush | I | APPROVED OFFICER, CAREER CERTIFICATE FUND TRUST | NA | Control |
| Mansingh, Ayush | I | APPROVED OFFICER, CAREER CERTIFICATE FUND TRUST | NA | Control |
| Mansingh, Ayush | I | APPROVED OFFICER, CAREER CERTIFICATE FUND TRUST | NA | Control |
| Palandjian, Tracy | I | PRESIDENT | NA | Control |
| Palandjian, Tracy | I | PRESIDENT, UP FUND GP, LLC | NA | Control |
| Palandjian, Tracy | I | AUTHORIZED PERSON, THE DREAMERS GRADUATE EDUCATION FINANCING TRUST 2021 | NA | Control |
| Palandjian, Tracy | I | PRESIDENT, SF ADVISORS, LLC | NA | Control |
| Palandjian, Tracy | I | AUTHORIZED PERSON, THE DREAMERS GRADUATE EDUCATION FINANCING TRUST 2021 | NA | Control |
| Palandjian, Tracy | I | PRESIDENT, SF ADVISORS, LLC | NA | Control |
| Palandjian, Tracy | I | AUTHORIZED PERSON, THE DREAMERS GRADUATE EDUCATION FINANCING TRUST 2021 | NA | Control |
| Palandjian, Tracy | I | PRESIDENT, SF ADVISORS, LLC | NA | Control |
| Palandjian, Tracy | I | AUTHORIZED PERSON, THE DREAMERS GRADUATE EDUCATION FINANCING TRUST 2021 | NA | Control |
| Palandjian, Tracy | I | PRESIDENT, SF ADVISORS, LLC | NA | Control |
| Palandjian, Tracy | I | AUTHORIZED PERSON, THE DREAMERS GRADUATE EDUCATION FINANCING TRUST 2021 | NA | Control |
| Palandjian, Tracy | I | PRESIDENT | NA | Control |
| Palandjian, Tracy | I | PRESIDENT, UP FUND GP, LLC | NA | Control |
| Palandjian, Tracy | I | PRESIDENT | NA | Control |
| Palandjian, Tracy | I | PRESIDENT, UP FUND GP, LLC | NA | Control |
| Palandjian, Tracy | I | AUTHORIZED PERSON, THE DREAMERS GRADUATE EDUCATION FINANCING TRUST 2021 | NA | Control |
| Palandjian, Tracy | I | PRESIDENT | NA | Control |
| Palandjian, Tracy | I | PRESIDENT, UP FUND GP, LLC | NA | Control |
| Palandjian, Tracy | I | AUTHORIZED PERSON, THE DREAMERS GRADUATE EDUCATION FINANCING TRUST 2021 | NA | Control |
| Palandjian, Tracy | I | PRESIDENT, SF ADVISORS, LLC | NA | Control |
| Palandjian, Tracy | I | PRESIDENT, SF ADVISORS, LLC | NA | Control |
| Palandjian, Tracy | I | PRESIDENT, SF ADVISORS, LLC | NA | Control |
| Palandjian, Tracy | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| VICINELLI, STEPHEN, GAETANO | I | VICE PRESIDENT, SOCIAL FINANCE IMPACT-FIRST GP, LLC | NA | Control |
| VICINELLI, STEPHEN, GAETANO | I | VICE PRESIDENT, SF ADVISORS, LLC | NA | Control |
| VICINELLI, STEPHEN, GAETANO | I | VICE PRESIDENT, SOCIAL FINANCE IMPACT-FIRST GP, LLC | NA | Control |
| VICINELLI, STEPHEN, GAETANO | I | VICE PRESIDENT, SF ADVISORS, LLC | NA | Control |
| VICINELLI, STEPHEN, GAETANO | I | VICE PRESIDENT, SOCIAL FINANCE IMPACT-FIRST GP, LLC | NA | Control |
| VICINELLI, STEPHEN, GAETANO | I | VICE PRESIDENT, SF ADVISORS, LLC | NA | Control |
| VICINELLI, STEPHEN, GAETANO | I | VICE PRESIDENT, SOCIAL FINANCE IMPACT-FIRST GP, LLC | NA | Control |
| VICINELLI, STEPHEN, GAETANO | I | VICE PRESIDENT, SF ADVISORS, LLC | NA | Control |
| VICINELLI, STEPHEN, GAETANO | I | VICE PRESIDENT, SF ADVISORS, LLC | NA | Control |
| VICINELLI, STEPHEN, GAETANO | I | VICE PRESIDENT, SF ADVISORS, LLC | NA | Control |
| VICINELLI, STEPHEN, GAETANO | I | VICE PRESIDENT, SF ADVISORS, LLC | NA | Control |
| VICINELLI, STEPHEN, GAETANO | I | VICE PRESIDENT, SF ADVISORS, LLC | NA | Control |
| Woods, John | I | APPROVED OFFICER, CAREER CERTIFICATE FUND TRUST | NA | Control |
| Woods, John | I | APPROVED OFFICER, CAREER CERTIFICATE FUND TRUST | NA | Control |
| Woods, John | I | TREASURER, SF ADVISORS, LLC, UP FUND GP, LLC | NA | Control |
| Woods, John | I | TREASURER, SOCIAL FINANCE IMPACT-FIRST GP, LLC | NA | Control |
| Woods, John | I | APPROVED OFFICER, CAREER CERTIFICATE FUND TRUST | NA | Control |
| Woods, John | I | TREASURER, SF ADVISORS, LLC, UP FUND GP, LLC | NA | Control |
| Woods, John | I | TREASURER, SOCIAL FINANCE IMPACT-FIRST GP, LLC | NA | Control |
| Woods, John | I | APPROVED OFFICER, CAREER CERTIFICATE FUND TRUST | NA | Control |
| Woods, John | I | TREASURER, SF ADVISORS, LLC, UP FUND GP, LLC | NA | Control |
| Woods, John | I | TREASURER, SOCIAL FINANCE IMPACT-FIRST GP, LLC | NA | Control |
| Woods, John | I | APPROVED OFFICER, CAREER CERTIFICATE FUND TRUST | NA | Control |
| Woods, John | I | TREASURER, SF ADVISORS, LLC, UP FUND GP, LLC | NA | Control |
| Woods, John | I | TREASURER, SOCIAL FINANCE IMPACT-FIRST GP, LLC | NA | Control |
| Woods, John | I | APPROVED OFFICER, CAREER CERTIFICATE FUND TRUST | NA | Control |
| Woods, John | I | TREASURER, SF ADVISORS, LLC | NA | Control |
| Woods, John | I | TREASURER, SF ADVISORS, LLC | NA | Control |
| Woods, John | I | TREASURER, SF ADVISORS, LLC | NA | Control |
| YANG, PAMELA, GUANG | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SOCIAL FINANCE, INC. | DE | SOLE MEMBER | E | Control |
| SOCIAL FINANCE, INC. | DE | SOLE MEMBER, UP FUND GP, LLC | E | Control |
| SOCIAL FINANCE, INC. | DE | SOLE MEMBER, SOCIAL FINANCE IMPACT-FIRST GP, LLC | E | Control |
| SOCIAL FINANCE, INC. | DE | SOLE MEMBER, SF ADVISORS, LLC & UP FUND GP, LLC | E | Control |
| SOCIAL FINANCE, INC. | DE | SOLE MEMBER, SOCIAL FINANCE IMPACT-FIRST GP, LLC | E | Control |
| SOCIAL FINANCE, INC. | DE | SOLE MEMBER, SF ADVISORS, LLC & UP FUND GP, LLC | E | Control |
| SOCIAL FINANCE, INC. | DE | SOLE MEMBER, SOCIAL FINANCE IMPACT-FIRST GP, LLC | E | Control |
| SOCIAL FINANCE, INC. | DE | SOLE MEMBER, SF ADVISORS, LLC & UP FUND GP, LLC | E | Control |
| SOCIAL FINANCE, INC. | DE | SOLE MEMBER, SOCIAL FINANCE IMPACT-FIRST GP, LLC | E | Control |
| SOCIAL FINANCE, INC. | DE | SOLE MEMBER, SF ADVISORS, LLC & UP FUND GP, LLC | E | Control |
| SOCIAL FINANCE, INC. | DE | SOLE MEMBER | E | Control |
| SOCIAL FINANCE, INC. | DE | SOLE MEMBER, UP FUND GP, LLC | E | Control |
| SOCIAL FINANCE, INC. | DE | SOLE MEMBER | E | Control |
| SOCIAL FINANCE, INC. | DE | SOLE MEMBER, UP FUND GP, LLC | E | Control |
| SOCIAL FINANCE, INC. | DE | SOLE MEMBER | E | Control |
| SOCIAL FINANCE, INC. | DE | SOLE MEMBER, UP FUND GP, LLC | E | Control |
| SOCIAL FINANCE, INC. | DE | SOLE MEMBER, SF ADVISORS, LLC | E | Control |
| SOCIAL FINANCE, INC. | DE | SOLE MEMBER, SF ADVISORS, LLC | E | Control |
| SOCIAL FINANCE, INC. | DE | SOLE MEMBER, SF ADVISORS, LLC | E | Control |
| SOCIAL FINANCE, INC. | DE | SOLE MEMBER, SF ADVISORS, LLC | E | Control |
Registrations
Federal
IA
Sep 11, 2025 REGISTERED
Notice Filings (5)
CA DC MA NY TX
Address
TWO ATLANTIC AVENUE5TH FLOOR
BOSTON, MA 02110
United States
Phone: 617-939-9900