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Sonoma Allocations LLC

● SEC registered since 2025CRD 335435SEC# 801-132529Santa Rosa, CA
Export (members)
Reg. AUM
$308M
Employees
5
Accounts
815
Location
Santa Rosa, CA

Sonoma Allocations LLC assets under management

Sonoma Allocations LLC is a registered investment adviser overseen by the SEC based in Santa Rosa, CA. The firm has been registered since 2025. It reports $308 million in regulatory assets under management and employs 5 people.

Sonoma Allocations LLC owners & executives

2 reported
NameTitleOwnershipSince
Ben Frank Sedillo ControlManaging Partner50-75%2021
Todd Arthur Gomes ControlManaging Partner And Chief Compliance Officer50-75%2021

Frequently asked questions

How much does Sonoma Allocations LLC manage?

Sonoma Allocations LLC reports $308 million in regulatory assets under management on its Form ADV.

How many employees does Sonoma Allocations LLC have?

Sonoma Allocations LLC reports 5 employees.

Where is Sonoma Allocations LLC located?

Sonoma Allocations LLC is based in Santa Rosa, CA and has been SEC-registered since 2025.

Does Sonoma Allocations LLC disclose fund performance?

Sonoma Allocations LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address50 Old Courthouse Square, Suite 300, Santa Rosa, CA 95404
Phone707-490-8842
Fax707-387-4014
Office hours8:00 a.m. - 4:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$308M
Non-discretionary$0
Total (RAUM)$308M