Buyout PE
San Francisco Equity
San Francisco Equity acquires controlling stakes in established, profitable businesses, from San Francisco, California. It states a focus on consumer & retail and food & beverage.
Stated investment criteria
What San Francisco Equity says it buys
Read from San Francisco Equity’s own website in August 2026. This is what the firm says it buys, not what anyone has recorded it buying, and figures are shown in the currency the firm itself used - nothing here is converted. Every line links to the page it was read from.
Source
A stated mandate is a firm’s description of itself and was true of the page on the day it was read; firms widen and narrow what they will look at without updating the site. San Francisco Equity states that it will take either a controlling or a minority stake. Nothing here is a commitment by San Francisco Equity to consider any particular business, and nothing on this page is represented as being for sale.
Regulatory record
How San Francisco Equity is registered
From this firm's Form ADV, the annual filing every registered and exempt investment adviser makes to the SEC.
| Adviser status | SEC registered |
| Regulatory assets under management | $556m |
| Employees | 8 |
| Private funds advised | 7 · $570m gross |
| SEC adviser number | CRD 162396 |
Portfolio
Disclosed holdings
Companies San Francisco Equity lists on its own website. No investment years are published.
| Company | Invested | Years held | Recorded transaction |
|---|---|---|---|
| Agility Retail | — | — | — |
| Agility Retail Group | — | — | — |
| Brazi Bites | — | — | — |
| BrüMate | — | — | — |
| Formula Corp | — | — | — |
| ICU Eyewear | — | — | — |
| Jane Iredale | — | — | — |
| Japonesque | — | — | — |
| Method | — | — | — |
| Red Monkey Foods | — | — | — |
| Rustic Bakery | — | — | — |
| SV Labs | — | — | — |
| Xceed Foodservice | — | — | — |
| Xceed Foodservice Group | — | — | — |
| Yes To | — | — | — |
| methodhome.com | — | — | — |
Compiled from San Francisco Equity’s published portfolio page. Where a recorded transaction is shown, that company was the target of a reported deal and has most likely already been realised. Nothing here is represented as being for sale.
Valuation context
Transaction values in Consumer & Retail
What companies have actually sold for in consumer & retail, across 837 recorded transactions.
The full consumer & retail picture - most active acquirers, recent transactions and every investor in the sector.
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Comparable investors
Similar mandates
Other buyout pe investors active in consumer & retail.