SAF Advisors LLC
SEC RegisteredDigitally transforming alternative investments
About the firm
SUBSCRIBE is an operating system that replaces the archaic infrastructure of private fund investments by offering fund managers, fund investors, and service providers a central platform to streamline investor onboarding, subscription documents, AML/KYC, and reporting throughout the fund investment lifecycle.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
A central platform for investor onboarding, fund subscriptions, fund closings, AML/KYC, fundraising data rooms, subscription document digitalization, side letters, FATCA/CRS questionnaires, tax forms, and post-close investment reporting data management. The platform supports white-labeling, API integration, and reusable master investor profiles.
Who they serve
Fund managers, fund investors, and service providers to the private fund formation industry, including fund administrators, law firms, AML/KYC agents, tax agents, TAMP platforms, and placement agents.
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 14 | $240M |
Leadership
Office locations
Regulatory & compliance
Data as of March 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SAF Advisors LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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