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SOMA CAPITAL MANAGEMENT LLC

Advisory

N·

Data as of Jul 29, 2026 · Source: SEC Form ADV

Total AUM
$1.4B
1-Year AUM Growth
-9.7%
3-Year CAGR
+0.9%
Employees
6
Assets Under Management
Total AUM$1.4B
Discretionary AUM$1.4B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients26
Team
Total Employees6
Investment Advisers12
Employee Growth (1Y)-14.3%
Filing History
Total Filings on Record8
First FilingAug 30, 2021
Latest FilingJul 29, 2026
🔒 Full AUM trend chart and 8 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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