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 organized as a limited partnership and operates as a hedge fund manager that is SEC-registered since 2016. The firm serves an institutional client base and functions in roles that include acting as a commodity pool operator/commodity trading advisor (CPO/CTA) and as sponsor/GP/managing member of pooled investment vehicles. Its advisory work focuses on portfolio management for pooled funds rather than on direct wealth advisory or third‑party manager allocation. Compensation is via a combination of a percentage of assets under management and performance‑based fees. Soma is not positioned as an ESG investor and is not identified as a multi‑state adviser 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

    James Lindberg

    Chief Financial OfficerCRD 4012342

  • Jeremiah Atkisson

    Jeremiah Atkisson

    Chief Operating OfficerCRD 7665359

  • Gil Simon

    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