Soma Equity Partners, LP
● SEC registered since 2016CRD 283613SEC# 801-108610San Francisco, CA
Ranks #2,214 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.95B
Fund GAV
$1.95B
Private funds
2
Employees
15
Accounts
4
Location
San Francisco, CA
Soma Equity Partners, LP assets under management
Soma Equity Partners, LP is an investment advisory firm registered with the SEC based in San Francisco, CA. The firm has been registered since 2016. It reports $1.9 billion in regulatory assets under management and employs 15 people. Soma Equity Partners, LP manages 2 private funds with combined gross assets of $1.9 billion, including Soma Long Opportunities, LP. By regulatory assets, it ranks 2,214 of 6,004 private fund managers.
Soma Equity Partners, LP private funds
2 funds · $1.95B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Soma Long Opportunities, LP | Hedge | $1.06B | $1M |
| Soma Partners, LP | Hedge | $889.4M | $1M |
Soma Equity Partners, LP owners & executives
10 reported| 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 |
See all 10 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Soma Equity Partners, LP manage?
Soma Equity Partners, LP reports $1.9 billion in regulatory assets under management on its Form ADV.
How many private funds does Soma Equity Partners, LP manage?
Soma Equity Partners, LP manages 2 private funds with combined gross assets of $1.9 billion.
How many employees does Soma Equity Partners, LP have?
Soma Equity Partners, LP reports 15 employees.
Where is Soma Equity Partners, LP located?
Soma Equity Partners, LP is based in San Francisco, CA and has been SEC-registered since 2016.
Does Soma Equity Partners, LP disclose fund performance?
Soma Equity Partners, LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$1.95B▼ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 23%
Larger than 77% of 16,271 advisers
AUM vs fund managersTop 37%
Larger than 63% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$1.95Bregulatory AUM
Discretionary $1.95B
Service providers
Auditor
Prime broker
Custodian
Administrator