Sansoterra Group LLC

Overview

Sansoterra Group LLC is a small, fee-based registered adviser that manages portfolios for individuals and families, with a primary focus on equity exposure. The firm operates on a percentage-of-AUM fee model and provides discretionary portfolio management for individual and small-business clients, alongside periodic published commentary or newsletters. Investment activity centers on exchange-traded equities and ETFs as the dominant building blocks, while the firm also directs a portion of client capital into third-party alternative managers — specifically venture capital and hedge funds — to access uncorrelated return streams and growth opportunities. Sansoterra is not positioned as a capital allocator; it manages client assets directly and does not report active ESG investing or broad multi-state adviser operations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices