Soma Capital Management LLC

RIASEC RegisteredEst. 2021
Total AUM
$1.4B
Discretionary
$1.4B
100% of AUM
Avg account
$54.6M
Accounts
25
Employees
12
Advisory reps
3

Firm details

Headquarters
,
CRD number
285419
Registered since
September 29, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Soma Capital Management LLC is a privately held limited liability company that operates as a venture capital manager for institutional clients. The firm is SEC-registered (2021) and runs as an adviser to pooled investment vehicles, acting in sponsor/GP and managing-member roles for those funds. Its client base is institutional, and its compensation blends a percentage-of-assets fee with performance-based fees. Soma does not position itself as an ESG investor and is not organized as a multi-state or pension-focused adviser.

Assets & Accounts

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

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Client base

Client personas

Owners & executives

2 of 2
  • Joseph Landsman

    Chief Financial OfficerCRD 8246454

  • Abdon Bolivar

    Chief Compliance OfficerCRD 4002379

Contacts

1 of 1
  • Aneel Ranadive

    Aneel Ranadive

    Managing DirectorCRD 4996979

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

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth