SOMA EQUITY PARTNERS, LP

RIASEC RegisteredEst. 2016
Total AUM
$1.9B
Discretionary
$1.9B
100% of AUM
Avg account
$487M
Accounts
4
Employees
15
Advisory reps
4

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
283613
Registered since
November 8, 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

Soma Equity Partners, LP is a limited partnership registered with the SEC in 2016 that operates as a hedge fund manager and pooled-vehicle sponsor. The firm primarily serves institutional clients and acts in roles consistent with a commodity pool operator/commodity trading advisor (CPO/CTA), providing portfolio management for pooled investment vehicles and serving as sponsor, general partner, or managing member of those vehicles. Its fees combine a percentage-of-assets and performance-based component. Soma does not identify as an active ESG investor and is not described as a capital allocator or pension consultant.

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

Owners & executives

3 of 4
  • JAMES LINDBERG

    Chief Financial OfficerCRD 4012342

  • JEREMIAH ATKISSON

    Chief Operating OfficerCRD 7665359

  • GIL SIMON

    Founder and Chief Investment OfficerCRD 6483637

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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

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
44 Montgomery St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth