Investment adviser · CRD 170220

SG PARTNERS, LLC DBA SG

Investment adviser filing (IA)

FRANCES, DOVI DOV

SANTA BARBARA, CA, United States · Form ADV filed Aug 18, 2014

Regulatory AUM
$125M
Form ADV · Item 5.F
Client accounts
4
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 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.

This filing answers No to private funds.

Services & filing details

Most recent filing: Aug 18, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets

Principal office

800 SANTA BARBARA STREET
SANTA BARBARA, CA, 93101, United States

CRD 170220

Filing source

Form ADV 839920 · Aug 18, 2014 · 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.