Overview
Assets Under Management: $300 million
Headquarters: IRVINE, CA
High-Net-Worth Clients: 19
Average Client Assets: $2.6 million
Frequently Asked Questions
SOTEIRA CAPITAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #154586), SOTEIRA CAPITAL, LLC is subject to fiduciary duty under federal law.
SOTEIRA CAPITAL, LLC is headquartered in IRVINE, CA.
SOTEIRA CAPITAL, LLC serves 19 high-net-worth clients according to their SEC filing dated March 06, 2018. View client details ↓
According to their SEC Form ADV, SOTEIRA CAPITAL, LLC offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
SOTEIRA CAPITAL, LLC manages $300 million in client assets according to their SEC filing dated March 06, 2018.
According to their SEC Form ADV, SOTEIRA CAPITAL, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 19
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 16.67%
Average Client Assets: $2.6 million
Total Client Accounts: 30
Discretionary Accounts: 30
Regulatory Filings
CRD Number: 154586
Filing ID: 1185004
Last Filing Date: 2018-03-06 13:26:00