Soapstone Management L.P.

RIASEC RegisteredEst. 2016
Total AUM
$610M
Discretionary
$610M
100% of AUM
Avg account
$610M
Accounts
1
Employees
4
Advisory reps
1

Firm details

Headquarters
Bethesda, Maryland
CRD number
162936
Registered since
July 11, 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

Soapstone Management L.P. is a limited partnership operating as a hedge fund that registered with the SEC in 2016. The firm serves institutional clients and focuses on portfolio management for pooled investment vehicles. Its revenue model combines an asset-based management fee with performance-based incentives. Soapstone is not positioned as a capital allocator; it also reports roles consistent with sponsoring or acting as the general partner/manager of pooled vehicles and has affiliations that include CPO/CTA or other investment-adviser activities. The firm does not identify as an active ESG investor and is not a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Jed Nussdorf

    Jed Nussdorf

    Managing MemberCRD 6045985

Wealth teams

FINTRX

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

Bethesda, MD

Montgomery

Location

Bethesda, MD

Headquartered in Bethesda, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Montgomery
Address
7500 Old Georgetown Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth