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SOMA CAPITAL MANAGEMENT LLC

· CRD 285419 · IAPD ↗ · (650) 714-6220

$1.37BRegulatory AUM
6Advisory reps
12Employees
0Clients
n/aPlanning clients
25Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2026 — SOMA CAPITAL MANAGEMENT LLC crossed $1B in regulatory AUM ($907.1M -> $1.37B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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