SOMA EQUITY PARTNERS, LP
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 283613
- Registered since
- November 8, 2016
- Website
- www.somaequity.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4JAMES LINDBERG
Chief Financial OfficerCRD 4012342
JEREMIAH ATKISSON
Chief Operating OfficerCRD 7665359
GIL SIMON
Founder and Chief Investment OfficerCRD 6483637
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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