SFG Asset Advisors

Family Office (single/multi)Direct InvestorLimited Partner (LP)

Single-family investment office managing assets accumulated over decades of successful investing.

Founded

2002

Ownership

Privately held, single-family office.

Risk Profile

Flexible approach with a focus on attractive, risk-adjusted returns.

Location

San Francisco, CA, United States

About

Mission

We believe these managers possess a competitive edge in generating attractive, risk-adjusted returns. Our philosophy is that size can hinder returns; therefore, we seek to invest in managers whose interests are aligned with the performance of the investments rather than the size of their firm.

Values

Collaboration, Partnership mentality, Flexibility, Long-term perspective.

Participant Demographics

Focused on managing assets for a single-family office.

Track Record

Notable Achievements

Successful exits to Vyaire Medical, KAR Auction Services (NYSE:KAR), Allscripts Healthcare Solutions (NASDAQ:MDRX), and F5 Networks (NASDAQ:FFIV).

Project Track Record

Includes notable sales and direct investments.

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Headquarters

San Francisco, CA, United States

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