SOBEY ROAD CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- NEWPORT BEACH, California
- CRD number
- 335539
Firm profile
FINTRXOverview
Sobey Road Capital Management, LLC is structured as a small, privately held manager that operates as a sponsor and general partner of pooled investment vehicles. The firm’s visible activity centers on operating a private equity vehicle rather than providing traditional advisory services to retail or institutional advisory clients. Its public filings indicate it functions primarily in a fund-management capacity—sourcing deals, packaging them into a pooled vehicle and serving as the managing member for that vehicle—rather than running a multi-state advisory platform or an ongoing wealth management business. The firm is not identified as an active ESG investor or a pension consultant and does not appear to run a broad, fee-based advisory practice to individual clients. Its profile is consistent with managers that focus on deal execution, capital formation and oversight of portfolio company operations through a private fund structure.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Andrew Trapani
ManagerCRD 8119227
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NEWPORT BEACH, CA
ORANGE
Location
NEWPORT BEACH, CA
Headquartered in NEWPORT BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 2801 W Coast Hwy
- Time zone
- PT (UTC-8)
- Office locations
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