Investment adviser · CRD 316518

SF ADVISORS, LLC

Investment adviser filing (IA)

BOSTON, MA, United States · Form ADV filed Mar 31, 2026

Regulatory AUM: $173M
Client accounts: 6
Employees: 34
Advisory professionals: 24

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	6	$172,516,345	100.0%

Filing source

Form ADV 2077175 · Mar 31, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

4 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

CAREER CERTIFICATE FUND TRUSTOther Private Fund · Last reported Mar 31, 2026$92.8MGross asset value

Auditor BDO USA, LLP BOSTON, Massachusetts, United States

Custodian UMB BANK, N.A. NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

BDO USA, LLP
PCAOB 243

Fund details & source

Fund ID: 805-6604245491
Reported beneficial owners: 1
Minimum commitment: $100K

Form ADV 2077175 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

UP FUND, L.P.Private Equity Fund · Last reported Mar 31, 2026$33.4MGross asset value

Form D fundraising filings

UP Fund, L.P.

Feeder funds

UP FUND INVESTMENTS, LLC

Auditor BDO USA, LLP BOSTON, Massachusetts, United States

Custodian WILMINGTON TRUST, N.A. WILMINGTON, Delaware, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

BDO USA, LLP
PCAOB 243

WILMINGTON TRUST, N.A.
LEI 254900K52ZHF2PEQE649

Fund details & source

Fund ID: 805-6546399107
Reported beneficial owners: 30
Minimum commitment: $100K
Form D file number: 021-356996

Form ADV 2077175 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

THE DREAMERS GRADUATE EDUCATION FINANCING TRUST 2021Other Private Fund · Last reported Mar 31, 2026$21.4MGross asset value

Auditor BDO USA, LLP BOSTON, Massachusetts, United States

Custodian WILMINGTON TRUST, N.A. WILMINGTON, Delaware, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

BDO USA, LLP
PCAOB 243

WILMINGTON TRUST, N.A.
LEI 254900K52ZHF2PEQE649

Fund details & source

Fund ID: 805-4809248927
Reported beneficial owners: 1
Minimum commitment: $100K

Form ADV 2077175 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SOCIAL FINANCE IMPACT-FIRST, L.P.Other Private Fund · Last reported Mar 31, 2026$21MGross asset value

Feeder funds

SFIFF INVESTMENTS LLC

Fund administrator UMB FUND SERVICES, INC. NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BDO USA, LLP BOSTON, Massachusetts, United States

Custodian AMALGAMATED BANK NEW YORK, New York, United States Related to adviser: No

Custodian BENEFICIAL STATE BANK OAKLAND, California, United States Related to adviser: No

Custodian UMB BANK, N.A. NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

BDO USA, LLP
PCAOB 243

AMALGAMATED BANK
LEI 254900FMBXF85WQYV433

UMB BANK, N.A.
LEI VNOO6EITDJ2YUEBMSZ83

Fund details & source

Fund ID: 805-1678063770
Reported beneficial owners: 10
Minimum commitment: $200K
Form D file number: 021-1975387

Form ADV 2077175 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 31, 2026. View historical filings

Reported services

Pooled investment vehicle management · Business portfolio management · Educational seminars

Compensation

Percentage of assets · Fixed

Principal office

TWO ATLANTIC AVENUE, 5TH FLOOR
BOSTON, MA, 02110, United States

CRD 316518

Filing source

Form ADV 2077175 · Mar 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.