Soma Equity Partners, LP
Soma Equity Partners, LP (CRD# 283613) is a financial advisory firm headquartered in San Francisco, CA. They manage $2,405,314,780 in 4 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management2,405MILLION
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Total Number of Accounts4ACCOUNTS
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Average Account Value$601,328,695
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CT
Financial Advisors at Soma Equity Partners, LP
No Advisor Found.
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