Chief Financial Officer · Soma Equity Partners, LP
James D. Lindberg
CRD 4012342 · Named on Form ADV at one SEC-registered adviser
At a glance
Soma Equity Partners, LP, an SEC-registered private fund adviser based in SAN Francisco, CA with $1.9 billion in regulatory assets, lists James D. Lindberg on its Form ADV as Chief Financial Officer, a control person.
Firms and roles
- Soma Equity Partners, LPChief Financial OfficerPrivate fund adviser · SAN Francisco, CA · $1.9B in regulatory assets
AtlasMembers
James’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Gil N. SimonChief Investment Officer, Soma Equity Partners, LP
- Jessica L. LaneChief Compliance Officer/vp Operations, Soma Equity Partners, LP
- Jeremiah K. AtkissonChief Operating Officer, Soma Equity Partners, LP
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.