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Sonoma West LLC

● SEC registered since 2023CRD 138687SEC# 801-127546
Export (members)
Reg. AUM
$269.1M
Employees
1
Accounts
160
Location

Sonoma West LLC assets under management

Sonoma West LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2023. It reports $269.1 million in regulatory assets under management and employs 1 people.

Sonoma West LLC owners & executives

1 reported
NameTitleOwnershipSince
Noel Edward Murphy ControlPrincipal, Chief Executive Officer, And Chief Compliance OfficerOver 75%2005

Frequently asked questions

How much does Sonoma West LLC manage?

Sonoma West LLC reports $269.1 million in regulatory assets under management on its Form ADV.

How many employees does Sonoma West LLC have?

Sonoma West LLC reports 1 employees.

Does Sonoma West LLC disclose fund performance?

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

Contact & registration

Phone415 497-7533
Office hours8:00a.m. - 6:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$217.7M
Non-discretionary$51.4M
Total (RAUM)$269.1M