Secfi Advisory Limited
New York, NY · CRD 306961
Other private funds manager
Secfi Advisory Limited is an SEC-registered investment adviser based in New York, NY that reports managing 3 private funds on Form ADV, including 2 private equity funds. It reports $225.9 million in regulatory assets under management. Its private funds hold $183.7 million in gross assets.
- Regulatory assets under management
- $225.9 millionForm ADV Item 5.F
- Gross assets of private funds
- $183.7 millionAll private fund types, Form ADV
- Private funds managed
- 3PE 2 · VC 0 · hedge 0
- Employees
- 15Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 306961
- Latest Form ADV
- 06/30/2026Disciplinary disclosures: none reported
Private investment funds filing Form D (1)
Fund
First sale
Raised
Investors
Minimum
Offering
Secfi Matterhorn Fund I, L.P.
New York, NYEmerging
First saleJul 2024
Raised$37.9M
Investors18
MinimumNone set
Offering506(b)
Matched to this firm by the fund names and related persons in each Form D. The list may be incomplete.
Private funds reported on Form ADV (3)
Fund
Gross assets
Minimum
Owners
Adviser
Bergamot Trust
Delaware, United StatesPrivate fund
Gross assets$34.2M
MinimumNone set
Owners2
AdviserSecfi Advisory Limited
Rioja Fund I LLC
Delaware, United StatesPrivate fund
Gross assets$8.0M
MinimumNone set
Owners2
AdviserSecfi Advisory Limited
Sonoma Fund 2022, LLC
Delaware, United StatesPrivate fund
Gross assets$1.0M
MinimumNone set
Owners2
AdviserSecfi Advisory Limited
As reported in the adviser's Form ADV filed Apr 30, 2024. Funds also listed from Form D are shown above.
From SEC filings. Firm data comes from the SEC's Form ADV data. AltMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures