Soman Advisors LLC

Overview

Soman Advisors LLC is a small, owner-operated registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and runs fully discretionary mandates. Its positioning indicates an active, tactical approach: the bulk of client capital is held in derivatives, supported by allocations to third-party managers and traditional pooled vehicles. Soman Advisors does not identify as an ESG investor and is structured to serve a concentrated, primarily individual and family client base rather than institutional or pension plans.

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Investments & Alternatives

Location & Offices