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SDC Advisory
SDC Advisory is a ria based in San Francisco; the Altss profile covers its classification, headquarters, registration, AUM band, and key contacts for...
Overview
SDC Advisory, LLC is a state-registered investment adviser. It has one employee and one investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
San Francisco
Corporate office
San Francisco, CA, United States
Frequently asked questions
Who runs investment decisions at SDC Advisory?
Investment decisions trace to the Cortese family, who founded and operated Alfalfa's Markets before its sale. The office does not publicly name a CIO or separate investment committee, which is common for single-family offices where principals retain direct authority over allocations. Day-to-day management is handled internally, without outside advisors or a formal board.
How does SDC Advisory source proprietary deal flow?
The firm sources primarily through the founders' network in the natural-products industry, a community they helped build during decades operating Alfalfa's Markets. That legacy gives them access to consumer and wellness entrepreneurs who value an investor with actual retail-operating experience, rather than purely financial backing.
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