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SOFI CAPITAL ADVISORS LLC

SAN FRANCISCO, CA · CRD 165784 · IAPD ↗ · 855-525-7634

$0Regulatory AUM
0Advisory reps
3Employees
1Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
July 2024 — SOFI CAPITAL ADVISORS LLC (SAN FRANCISCO, CA) left the SEC roster (was $0 RAUM, 0 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.