SONOMA BRANDS CAPITAL

RIASEC RegisteredEst. 2020
Total AUM
$382M
Discretionary
$382M
100% of AUM
Avg account
$47.8M
Accounts
8
Employees
6
Advisory reps
2

Firm details

Headquarters
SONOMA, California
CRD number
296285
Registered since
July 24, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

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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

Contacts

2 of 2
  • MOHAMMAD AMIN

    Managing DirectorCRD 6230992

  • JONATHAN SEBASTIANI

    Founder and Managing PartnerCRD 6932578

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth