| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Soma Partners, LP | Hedge | $1.21B | $1M |
| Soma Long Opportunities, LP | Hedge | $927M | $1M |
| Name | Title | Ownership | Since |
|---|---|---|---|
| 2012 Gil and Danielle Simon Family Trust | Limited Partner | Over 75% | 2016 |
| Gil Nmn Simon Control | Chief Investment Officer | Under 5% | 2016 |
| James David Lindberg Control | Chief Financial Officer | Under 5% | 2022 |
Soma Equity Partners, LP reports $2.1 billion in regulatory assets under management on its Form ADV.
Soma Equity Partners, LP manages 2 private funds with combined gross assets of $2.1 billion.
Soma Equity Partners, LP reports 15 employees.
Soma Equity Partners, LP is based in San Francisco, CA and has been SEC-registered since 2016.
Soma Equity Partners, LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 44 Montgomery Street, Suite 3710, San Francisco, CA 94104 |
| Phone | 415-318-8960 |
| Office hours | 6:30a.m. - 3:30p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1680964 |
| Discloses disciplinary history | No |
| Discretionary | $2.14B |
| Non-discretionary | $0 |
| Total (RAUM) | $2.14B |