Soteira Capital, LLC
Soteira Capital, LLC (CRD# 154586) is a financial advisory firm headquartered in Newport Beach, CA. They manage $250,000,000 in 10 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management250MILLION
Total Number of Accounts10ACCOUNTS
Average Account Value$25,000,000
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
David Rane (CRD# 5826688) is an Investment Advisor Representative working at Soteira Capital, LLC in Newport Beach, CA and has over 5 years of experience in the finance industry.