SECFI ADVISORY LIMITED
SECFI ADVISORY LIMITED is a Series C+ fund in the US investing in Enterprise, Fintech and technology.
- Stages
- Series C+
- Sectors
- Enterprise, Fintech, technology
- Invests in
- US-wide
- Actively investing
- Yes
- Founded
- 2017
- Assets under management
- $225.9M
- Website
- secfi.com
Check size not disclosed
Thesis
They offer non-recourse financing for pre-IPO shares and options, allowing access to cash without personal assets being at risk, through secondary sales or financing to exercise stock options. Additionally, they provide comprehensive wealth management services, including financial planning, investment management, strategic investment planning, tax optimization, real estate purchase advice, asset protection, insurance, estate planning, and ongoing equity planning. The firm facilitates investments in private, high-growth startups via diversified funds, which have undergone rigorous underwriting by their affiliate, Secfi Capital. Their investment focus is on late-stage and growth-stage private technology companies, investing in private securities contracts sourced from employees seeking liquidity. The firm manages approximately $225.9 million in regulatory assets under management (AUM), with $174.0 million in assets under management. The firm was founded in 2017 and is headquartered in San Francisco, with SECFI ADVISORY LIMITED based in New Yor
Common questions
Does SECFI ADVISORY LIMITED invest at the Series C+ stage?
Yes. SECFI ADVISORY LIMITED lists Series C+ among the stages it invests in.
Where does SECFI ADVISORY LIMITED invest?
SECFI ADVISORY LIMITED invests in the US.