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 venture-capital-focused investment adviser organized as a limited liability company and registered with the SEC in 2021. The firm is owned by an individual and positions itself as a manager for pooled investment vehicles, serving primarily institutional clients. Its compensation mixes an asset-based fee with performance-based charges. Soma identifies as a sponsor and general partner/ managing member of the funds it runs, and it does not list ESG investing as an active priority.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Owners & executives

2 of 2
  • Joseph Landsman

    Chief Financial OfficerCRD 8246454

  • Glenn Skreppen

    Chief Compliance OfficerCRD 7815081

Contacts

1 of 1
  • Aneel Ranadive

    Aneel Ranadive

    Managing DirectorCRD 4996979

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

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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