SFG Asset Advisors
Overview
SFG Asset Advisors is a single-family investment office based in San Francisco, established in 2002 to manage assets accumulated over decades of successful investing. The firm focuses on a diverse range of asset classes, including hedge funds, private equity, venture capital, and private credit, employing a flexible, long-term investment approach. SFG Asset Advisors also makes direct equity investments into private and public companies, often alongside family offices or investment managers. The firm's investment strategy encompasses various stages, from seed and early-stage investments to growth, late-stage, pre-IPO, buyouts, turnarounds, and distressed situations. Geographically, SFG Asset Advisors invests both within the United States and globally, targeting a wide array of industries such as technology, healthcare, consumer goods, financial services, energy, real estate, media, telecommunications, industrials, materials, consumer services, utilities, transportation, consumer products, and pharmaceuticals. SFG Asset Advisors is led by President and Portfolio Manager Christopher F. Jackson, who has extensive experience in portfolio management, analysis, and investment across multiple industries and markets. The firm's Chief Operations Officer and Director of Alternative Investments, Daphne J. Dickson, co-manages the alternative investment strategy, research, and allocation, while overseeing legal, compliance, operations, and governance. The team also includes Portfolio Manager Ellen L. Manginelli, who oversees public equity investments, and Office Manager Hanna Stolarczyk, who has been with the firm since its inception in 2002. SFG Asset Advisors' investment philosophy centers on prudent risk management and diversification across strategies and geographies to grow the family office while reducing losses during market corrections. The firm is committed to responsible fiduciary practices, aiming to preserve and enhance wealth for future generations through a diversified and strategic investment approach.
Investment Focus
- Preference for investments alongside family offices or investment managers
- Focus on diversified strategies and geographies to manage risk
Portfolio Companies
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Unlock full contacts →Frequently asked questions about SFG Asset Advisors
What sectors does SFG Asset Advisors invest in?
SFG Asset Advisors invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in California, United States. SFG Asset Advisors is listed as a family office in the ConnectSafely investor database.
What stage does SFG Asset Advisors invest at?
SFG Asset Advisors backs companies at Seed, Early Stage, Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 1M - 50M.
Which regions does SFG Asset Advisors invest in?
SFG Asset Advisors invests across United States and Global.
Who are the partners at SFG Asset Advisors?
Team members listed for SFG Asset Advisors include Daphne Dickson (COO, Director of Alternative Investments) and Jackson (President and Portfolio Manager).
What companies has SFG Asset Advisors invested in?
SFG Asset Advisors's portfolio includes Barbary Coast Capital Management, Hoover Capital Management and Emerging Growth Management.
How do I contact SFG Asset Advisors?
SFG Asset Advisors's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
