Sofinnova Investments, Inc.
Firm details
- Headquarters
- Menlo Park, California
- CRD number
- 160297
- Registered since
- March 22, 2017
- Website
- www.sofinnova.com
- Custodians
- GOLDMAN SACHS & CO. LLC, BOFA SECURITIES, INC., MORGAN STANLEY & CO. LLC, BARCLAYS BANK PLC
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles54.72%
- Corporations / Businesses45.28%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Sofinnova Investments, Inc. is a corporation that operates as a multifaceted investment manager with activity across hedge fund and venture capital strategies. The firm is SEC-registered (since 2017) and serves an institutional client base, acting as an adviser to pooled investment vehicles and providing portfolio management for businesses and institutions. Its business model combines traditional asset-management fee structures (percentage of assets under management) with performance-based fees and other fee arrangements. Sofinnova also functions as a sponsor and general partner or managing member of pooled vehicles rather than acting purely as a third-party allocator.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities55%
- Cash & Cash Equivalents36%
- Non-Exchange Traded Equities6%
- Derivatives4%
Owners & executives
3 of 3
Nathalie Auber
Partner and Chief Financial OfficerCRD 6046496
Hooman Shahlavi
Partner, Chief Legal OfficerCRD 6046497
James Brody
Chief Compliance OfficerCRD 2694542
Contacts
3 of 5Eric Delbridge
Portfolio ManagerCRD 2919387
James Healy
Managing PartnerCRD 6046494
Alain Azan
President and Managing DirectorCRD 6046491
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Menlo Park, CA
San Mateo
Location
Menlo Park, CA
Headquartered in Menlo Park, 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 Mateo
- Address
- 3000 Sand Hill Rd
- Time zone
- PT (UTC-8)
- Office locations
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