SFM, LLC
SFM, LLC is an SEC-registered investment adviser headquartered in Manchester, New Hampshire. Founded in the early 2000s (exact year not publicly stated), the firm manages assets primarily for individuals, with a particular focus on high net worth clients. SFM, LLC has 5-6 employees, the majority of whom are investment professionals. The firm offers comprehensive investment management services, including discretionary and non-discretionary account management. Their client base is mainly composed of U.S.-based individuals and pension/profit-sharing plans, with no significant presence of institutional clients. SFM, LLC serves clients who seek customized portfolio solutions and personalized financial advice.
Investment Strategy
SFM, LLC’s investment strategy centers on providing tailored portfolio management for individual and high net worth clients. The firm utilizes a combination of discretionary and non-discretionary approaches, structuring portfolios according to clients’ specific needs, risk tolerance, and long-term objectives. SFM, LLC emphasizes diversification, risk management, and long-term growth, serving clients through active communication and customized investment solutions rather than standardized products. The firm does not manage pooled vehicles or institutional portfolios, focusing instead on direct relationships and clear accountability.
Top Holdings
Equity Positions (61)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 20.18% | $34.7M | 56,660 | $451.10 | $612.38 | +$2.8M |
U USFR | WISDOMTREE TR | 9.50% | $16.3M | 324,826 | $50.27 | $50.27 | +$3.8M |
I IVV | ISHARES TR | 5.99% | $10.3M | 15,401 | $541.55 | $669.30 | +$557.2K |
M MSFT | MICROSOFT CORP | 5.94% | $10.2M | 19,738 | $377.42 | $517.95 | +$482.5K |
V VO | VANGUARD INDEX FDS | 5.70% | $9.8M | 33,366 | $233.18 | $293.74 | +$459.8K |