Sfumato Capital Management Llc
SEC-registered
Private Fund Manager · Boutique (under $100M)
CRD 335852
· SEC file 801-137096
· New York, NY
· sfumato.holdings
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ADV data as of Jul 22, 2026
- Regulatory AUM
- $51.3M
- Discretionary
- $47.9M
- Clients
- 3
- Avg AUM / client
- $17.1M
- Accounts
- 4
- Employees
- 3
AUM over time
$51.3M
$51.3M
Jul 15, 2026
Jul 22, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | Fewer than 5 | $10.8M | 21.1% |
| Pooled investment vehicles (non-investment companies) | 3 | $40.4M | 78.9% |
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
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Wells Fargo $6.2M (12% of AUM) Jul 2026
- National Financial Services (Fidelity) $5.8M (11% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 22, 2026.
View current Form ADV (SEC/IAPD) ↗