SFN Membership
The Small Funds Network (SFN) is a community of small mutual fund companies and senior executives, as well as the important agents and third-party organizations who serve vital roles in supporting investment management companies.
SFN considers a "small fund" a management company with less than $2 billion in assets under management and/or having a highly focused "niche" investment practice.
SFN considers a "small fund" a management company with less than $2 billion in assets under management and/or having a highly focused "niche" investment practice.
Memberships
SFN membership is assessed annually and is effective the first day of the month following receipt of a firm's Membership Application. Following are the various ways fund companies and valued third-party providers can participate in SFN.
| Fund Companies | ||
| Individual Fund Company | $1,000 | |
| Sponsored Fund Company | $500 | |
| This membership is available exclusively to fund companies who are clients of SFN Providers. | ||
| Providers | ||
| Providers are firms that serve and support small mutual fund companies in crucial areas of operational services including, but not limited to, fund administration, accounting, transfer agency services, compliance, distribution and custody, trust services and board operations. |
||
| Provider | $1500 | |
| Premium Provider |
$1500 |
plus |
| Premium Providers may also purchase SFN memberships for their clients at a significantly reduced cost based on number of clients and levels of participation. Contact SFN directly for more information. | ||
| Partners | ||
| Partner memberships are available to organizations that provide small mutual fund firms with specialized services including, but not limited to, marketing and public relations, consulting, data, and digital marketing. | ||
| Partner | $1500 | |
