SOFTVEST ADVISORS

Overview

Softvest Advisors is an SEC-registered investment manager formed as an LLC in 2019 that serves institutional clients. The firm is organized as a hybrid manager with activities across hedge fund and private equity strategies and describes itself as a multifaceted fund manager. Its advisory work focuses on portfolio management for pooled investment vehicles, and it also acts as sponsor, general partner and managing member for pooled vehicles it controls. The firm uses a mix of fee arrangements—percentage-of-AUM, fixed fees, performance-based fees and other structures—consistent with its role running both hedge and private funds. Softvest does not identify as an active ESG investor and is not flagged as a multi-state adviser. Ownership is recorded as a domestic entity and individual.

Assets & Accounts

Public Holdings

Investments & Alternatives