Soteira Capital, LLC

Soteira Capital, LLC (CRD# 154586) is a financial advisory firm headquartered in Irvine, CA. They manage $220,000,000 in 10 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    220
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $22,000,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, WA

Financial Advisors at Soteira Capital, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David A. Rane
CRD#: 5826688
19200 Von Karman, 600, Irvine, CA 92612
93
Wealthminder
score

David Rane (CRD# 5826688) is an Investment Advisor Representative working at Soteira Capital, LLC in Irvine, CA and has over 6 years of experience in the finance industry.

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