Sf Advisers, Llc
- Regulatory AUM
- $173M
- Discretionary
- $173M
- Clients
- 6
- Avg AUM / client
- $28.8M
- Accounts
- 6
- Employees
- 34
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 6 | $173M | 100.0% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $156M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Career Certificate Fund Trust | Other Private Fund | Delaware | $92.7M | 1 |
| Up Fund, L.P. master | Private Equity Fund | Delaware | $36.5M | 30 |
| The Dreamers Graduate Education Financing Trust 2021 | Other Private Fund | Delaware | $16.5M | 1 |
| Social Finance Impact First, L.P. master | Other Private Fund | Delaware | $10.0M | 3 |
People (11)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Palandjian, Tracy | President, Sf Advisors, Llc | Jul 2019 (7y) | Less than 5% | |
| Jamal, Hanna | Authorized Person, The Dreamers Graduate Education Financing Trust 2021 | Aug 2021 (5y) | Less than 5% | |
| Edwards, Jonathan | Secretary, Career Certificate Fund Trust | Nov 2022 (4y) | Less than 5% | |
| Kavoosi, Kia | Approved Officer, Career Certificate Fund Trust | Nov 2022 (4y) | Less than 5% | |
| Mansingh, Ayush | Approved Officer, Career Certificate Fund Trust | Nov 2022 (4y) | Less than 5% | |
| Woods, John | Approved Officer, Career Certificate Fund Trust | Nov 2022 (4y) | Less than 5% | |
| Vicinelli, Stephen, Gaetano | Vice President, Social Finance Impact First Gp, Llc | Apr 2023 (3y) | Less than 5% | |
| Brooks, Jessica, Eddy | Vice President, Sf Advisors, Llc | Dec 2023 (3y) | Less than 5% | |
| Chen, Andrew | Vice President, Up Fund Gp, Llc | Dec 2023 (3y) | Less than 5% | |
| Hill, Kirsten, Aimee | President, Social Finance Impact First Gp, Llc | Dec 2023 (3y) | Less than 5% | |
| Cornell, Leslie, Marian | Chief Compliance Officer, Sf Advisors, Llc | Dec 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Social Finance, Inc. | Sole Member, Social Finance Impact First Gp, Llc | Apr 2023 | A | 75% or more |
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 (4, $156M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Career Certificate Fund Trust | Other Private Fund | $92.7M | $100K | 1 |
| Up Fund, L.P. | Private Equity Fund | $36.5M | $100K | 30 |
| The Dreamers Graduate Education Financing Trust 2021 | Other Private Fund | $16.5M | $100K | 1 |
| Social Finance Impact First, L.P. | Other Private Fund | $10.0M | $100K | 3 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.74 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
- • Fixed fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Educational seminars/workshops
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 31, 2026.
View current Form ADV (SEC/IAPD) ↗