$17.3M Total AUM
$17.3M Disc. AUM
-- 3Y CAGR
1 Employees
56 ADV. Clients
7 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2019
- Office Locations
- 1
Office Locations
-- Pleasanton CA
About SF Value Capital, LLC
SF Value Capital is a San Francisco Bay Area investment manager founded in 2018 and led by managing partner Rishi Gosalia. The firm serves retail investors with discretionary portfolios that are primarily ETF-based, with some use of derivatives and cash. Client assets are custodied at Charles Schwab. Notably, Gosalia is also a full-time Google engineer.
Team overview
-- AVG AGE
$17.3M AVG AUM / ADVISOR
$308.0K AVG AUM / CLIENT
7.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
Rishi Harendrakumar Gosalia
Managing Partner, Senior Analyst
- CRD
- #7005764
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,250,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,250,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Derivatives:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing