SF Equity Partners Management, LLC
SEC RegisteredInvestors and operational partners to exceptional companies across the consumer value chain
About the firm
San Francisco Equity Partners is a private equity firm that invests in lower middle market businesses across the consumer sector value chain. SFEP partners with differentiated businesses seeking not only financial capital but also a hands-on, operationally-focused investment partner. They serve as an extension of the management team, providing deep consumer domain expertise, strategic and operational guidance, a broad network of relationships, and industry resources.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Control or significant minority equity investments of $15–$40+ million, along with hands-on operational guidance, strategic support, consumer domain expertise, and access to a broad network of relationships and industry resources.
Who they serve
Lower middle market businesses across the consumer sector value chain, including consumer brands, private label, contract manufacturers, and sales and marketing services companies, with revenues of $15–$100+ million and EBITDA of $3–$15+ million.
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 6 | $556M |
Leadership
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Fund I - Investment Period | 2.00% |
| Fund I - Post-Investment Period through 3rd Anniversary | 2.00% |
| Fund I - After 3rd Anniversary of Investment Period End | 1.00% |
| Fund II - Investment Period | 2.00% |
| Fund II - Post-Investment Period through 5th Anniversary | 2.00% |
| Fund II - After 5th Anniversary of Investment Period End | 1.00% |
Data as of March 30, 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. SF Equity Partners Management, 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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