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 Aug 17, 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
Aug 17, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | Fewer than 5 clients | $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) Aug 2026
- National Financial Services (Fidelity) $5.8M (11% of AUM) Aug 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: Aug 17, 2026.
View current Form ADV (SEC/IAPD) ↗