SOBEY ROAD CAPITAL MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
NEWPORT BEACH, California
CRD number
335539

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Andrew Trapani

    ManagerCRD 8119227

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth