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Clayton, Dubilier & Rice Fund XII, L.P.

PartnerSoa Wealth Advisors, LLC

About Clayton, Dubilier & Rice Fund XII, L.P.

Clayton, Dubilier & Rice Fund XII, L.P. is listed as Partner at Soa Wealth Advisors, LLC in New York, NY. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Soa Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Clayton, Dubilier & Rice Fund XII, L.P. work?

Clayton, Dubilier & Rice Fund XII, L.P. is listed as Partner at Soa Wealth Advisors, LLC on SEC Form ADV.

How much of Soa Wealth Advisors, LLC does Clayton, Dubilier & Rice Fund XII, L.P. own?

Form ADV reports a beneficial ownership band of 50-75%.

Soa Wealth Advisors, LLC

TitlePartner
Ownership50-75%
Control personYes
Since2023