SONOMA BRANDS CAPITAL
Firm details
- Headquarters
- SONOMA, California
- CRD number
- 296285
- Registered since
- July 24, 2020
- Website
- www.sonomabrands.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Sonoma Brands Capital is organized as an LLC and registered with the SEC in 2020. The firm operates as a private equity fund manager serving institutional clients and advertises portfolio management for pooled investment vehicles. It acts in sponsor and general partner roles and is listed as a managing member of pooled vehicles, which aligns with a hands-on fund management model rather than provision of retail advisory services. Fee arrangements include both a percentage-of-assets component and performance-based fees. The firm is not identified as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2MOHAMMAD AMIN
Managing DirectorCRD 6230992
JONATHAN SEBASTIANI
Founder and Managing PartnerCRD 6932578
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SONOMA, CA
SONOMA
Location
SONOMA, CA
Headquartered in SONOMA, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SONOMA
- Address
- 117 W Napa St
- Time zone
- PT (UTC-8)
- Office locations
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