Sf Equity Partners Management, Llc
- Regulatory AUM
- $556M
- Discretionary
- $556M
- Clients
- 6
- Avg AUM / client
- $92.7M
- Accounts
- 6
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 6 | $556M | 100.0% |
Private funds (7)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $628M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Sf Equity Partners, Lp | Private Equity Fund | Delaware | $396M | 13 |
| Sf Equity Partners Ii, Lp | Private Equity Fund | Delaware | $113M | 18 |
| Bf Holding Partners, L.P. | Private Equity Fund | Delaware | $30.1M | 6 |
| Sf Equity Partners Coinvest Ic, Lp | Private Equity Fund | Delaware | $28.4M | 7 |
| Sf Equity Partners Coinvest Dgs, Lp | Private Equity Fund | Delaware | $24.5M | 10 |
| Sf Equity Partners Coinvest Rb, Lp | Private Equity Fund | Delaware | $24.3M | 9 |
| Sfep Gem, Lp | Private Equity Fund | Delaware | $11.0M | 2 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Potter, Scott | Managing Partner | Feb 2005 (22y) | 75% or more | |
| Iovino, Danielle, Laura | Chief Financial Officer And Chief Compliance Officer | Mar 2024 (2y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (7, $628M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Sf Equity Partners, Lp | Private Equity Fund | $396M | $1.0M | 13 |
| Sf Equity Partners Ii, Lp | Private Equity Fund | $113M | $1.0M | 18 |
| Bf Holding Partners, L.P. | Private Equity Fund | $30.1M | $100K | 6 |
| Sf Equity Partners Coinvest Ic, Lp | Private Equity Fund | $28.4M | $100K | 7 |
| Sf Equity Partners Coinvest Dgs, Lp | Private Equity Fund | $24.5M | $1.0M | 10 |
| Sf Equity Partners Coinvest Rb, Lp | Private Equity Fund | $24.3M | $100K | 9 |
| Sfep Gem, Lp | Private Equity Fund | $11.0M | $6.0M | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 2.49 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • MONITORING FEES
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗