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SF Value Capital
SF Value Capital, the Santa Barbara single-family office founded by Kinko's founder Paul Orfalea, allocates across private equity, real estate, and hedge...
SF Value Capital
SF Value Capital was established by Paul Orfalea after he sold Kinko's to FedEx in 2004 for $2.4 billion. Orfalea co-founded the firm with Ned Davis, a former investment banker, to manage the family's liquidity (per Forbes, 2018). The office is based in Santa Barbara, California, and maintains a low public profile. The firm's strategy spans private equity, real estate, venture capital, and hedge funds. It performs direct co-investments alongside external managers, with known portfolio positions including real estate assets in California and select private equity funds. The geographic focus is primarily North America (per public record). The office is reported to employ a small team of investment professionals, with estimated headcount in single digits. SF Value Capital is linked to the Orfalea Family Foundation, which makes philanthropic grants but operates separately. No recent deployment events are publicly documented. A structural differentiator is the firm's origin: it was built from the liquidity of a single business sale, not multi-generational wealth, giving it a concentrated, long-term mandate. The office is known for its preference for illiquid, value-oriented strategies rather than public equities or high-turnover approaches (per public record).
General information
Firm type
Single Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
—
City
—
Corporate office
—
Principals
Paul Orfalea
Founder
Ned Davis
Co-Founder
Sector focus
Frequently asked questions
Who runs SF Value Capital?
The firm was co-founded by Paul Orfalea and Ned Davis. Orfalea is the founder of Kinko's and provides strategic direction; Davis oversees daily investment operations. No current CEO or CIO title is publicly confirmed (per Forbes, 2018).
How does SF Value Capital source deals?
The office relies on a network of relationships with private equity and real estate managers, as well as direct solicitation for co-investments. It does not maintain a public deal-sourcing platform or marketing outreach (per public record).
Is SF Value Capital a single-family office or does it manage outside capital?
It is structured as a single-family office for the Orfalea family. It does not solicit outside capital or manage third-party funds (per public record).
What investment stages does SF Value Capital target?
The firm participates in late-stage private equity, direct real estate acquisitions, and hedge fund allocations. It is not known for early-stage venture capital (per public record).
Which sectors does SF Value Capital explicitly avoid?
Public equities and high-turnover trading strategies are not core to the office's mandate. The firm prefers illiquid, value-oriented asset classes (per public record).
How is SF Value Capital related to the Orfalea Family Foundation?
The office and the foundation are separate entities. The Orfalea Family Foundation handles philanthropic grants, while SF Value Capital manages investable assets. The two are not operationally integrated (per public record).
Does SF Value Capital have a known co-investment policy?
The firm participates in co-investments alongside select general partners but does not disclose its co-investment criteria or minimum check sizes (per public record).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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