Soma Equity Partners, LP
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 283613
- Registered since
- November 8, 2016
- Website
- www.somaequity.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Soma Equity Partners, LP is organized as a limited partnership and operates as a hedge fund manager that is SEC-registered since 2016. The firm serves an institutional client base and functions in roles that include acting as a commodity pool operator/commodity trading advisor (CPO/CTA) and as sponsor/GP/managing member of pooled investment vehicles. Its advisory work focuses on portfolio management for pooled funds rather than on direct wealth advisory or third‑party manager allocation. Compensation is via a combination of a percentage of assets under management and performance‑based fees. Soma is not positioned as an ESG investor and is not identified as a multi‑state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4
James Lindberg
Chief Financial OfficerCRD 4012342
Jeremiah Atkisson
Chief Operating OfficerCRD 7665359

Gil Simon
Founder and Chief Investment OfficerCRD 6483637
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, 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 Francisco
- Address
- 44 Montgomery St
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Legalist
RIASan Francisco, CA
Resolute Partners Group
RIASan Francisco, CA
Main Management, LLC
RIASan Francisco, CA
True Link Financial Advisors
RIASan Francisco, CA
Bristol Group Inc
RIASan Francisco, CA
IGP Industries, LLC
RIASan Francisco, CA