A complete list of active advisors currently associated with SF Value Capital, LLC

Warmer can help you find a great advisor at SF Value Capital, LLC or one who fits your needs even better.

SF Value Capital provides discretionary portfolio management to individuals, small businesses, high‑net‑worth individuals, trusts, estates and IRAs, managing approximately $17.25 million across roughly 31 client accounts. The firm generally works with clients who can tolerate long holding periods (a ten‑year plus time horizon) and maintains a typical account minimum of $250,000 while charging advisory fees on a percentage‑of‑AUM basis. The investment approach is concentrated, value‑oriented equity investing: the firm seeks undervalued companies expected to grow intrinsic value over the long term and builds a thesis for each holding through fundamental analysis of industry economics, financial statements and management incentives. Portfolios are primarily invested in publicly listed common stock but are managed on a discretionary basis, may hold cash during certain periods, and are reviewed quarterly with relatively infrequent trading. Noteworthy distinctions include a material non‑U.S. client base and explicit disclosure of foreign‑market risks — the brochure highlights potential volatility, liquidity and regulatory differences when investing outside the U.S. The firm is operated solely by its managing member, who also maintains full‑time employment as a software engineer at Google and conducts research and portfolio work outside those work hours, and the business continuity disclosures indicate limited succession planning in the event of the managing member’s death.

To learn more about the advisors currently working at SF Value Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.