SOAPSTONE MANAGEMENT L.P.

RIASEC RegisteredEst. 2016
Total AUM
$610M
Discretionary
$610M
100% of AUM
Avg account
$610M
Accounts
1
Employees
4
Advisory reps
1

Firm details

Headquarters
BETHESDA, Maryland
CRD number
162936
Registered since
July 11, 2016
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Soapstone Management L.P. is a hedge fund organized as a limited partnership and registered with the SEC in 2016. It serves institutional clients and focuses on managing pooled investment vehicles rather than acting as a broad capital allocator to external managers. The firm charges asset-based fees plus performance fees and handles portfolio management for its proprietary pooled funds. Soapstone does not identify as an active ESG investor and is not reported as a multistate adviser. The firm is structured as a domestic entity with individual ownership and is involved in sponsor/GP activity for pooled vehicles, indicating direct operational roles in the funds it manages.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • JED NUSSDORF

    Managing MemberCRD 6045985

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BETHESDA, MD

MONTGOMERY

Location

BETHESDA, MD

Headquartered in BETHESDA, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
MONTGOMERY
Address
7500 Old Georgetown Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth