SF Investments is a registered broker-dealer based in Illinois, focusing on financial services and wealth management. The firm has evolved into New Vernon Wealth Management, maintaining its commitment to long-standing, multi-generational client relationships. SF Investments typically participates in Series A funding rounds, with investments in the technology sector.
Founded by Nathan Shapiro, the firm adheres to key principles, including investing clients' money as they do their own. SF Investments has backed notable companies such as GreenValley International. The firm's approach emphasizes time-honored values and enduring client relationships, positioning itself as a trusted partner in the financial services industry.
SF Investments - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Portfolio Companies1
Current Portfolio Count1
Top Investment Stages
Series A1 (100.0%)
Stage Mix
Series A 100%
Concentration shown as share of disclosed investments by stage.
