SOFI Capital Advisors LLC

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SOFI Capital Advisors LLC ✚
CRD #	165784
SEC #	801-111634
CIK #
AUM
Employees	3 (0% Investors, 100% Brokers)
Phone	855-525-7634
Address	234 1st Street San Francisco, CA 94105
Source	[IAPD]

Total AUM ($MM) Copy

Type	Form D Funds	Date	Sold ($MM)	AUM ($MM)
SA	SOFI Prime Income Fund LP	[2017-03-29]	105.0	0.0
Other	SOFI Credit Opportunities Fund LLC	2016-03-01		13.2
Other	SOFI Community Fund LLC	[2014-02-20]	0.0	2.0
Other	SOFI Fund for ECMC	[2013-05-22]	0.1	0.5
Other	SOFI Fund for the University of Pennsylvania Community	[2013-05-22]	1.0	0.5
Other	SOFI Fund for the Veteran Community	[2013-05-22]	1.0	0.5
Other	SOFI Fund for the Dartmouth College Community	[2013-04-08]	0.1	0.5
Other	SOFI Fund for the Yale University Community	[2013-04-08]	0.1	0.5
Other	SOFI Fund for the Columbia University Community	[2013-02-19]	1.0	0.5
Other	SOFI Fund for the Duke University Community	[2013-02-19]	2.1	0.5
View All

AUM Breakdown	Accounts	AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals)	0	0.0
(b) Individuals (high net worth individuals)	0	0.0
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	1	0.0
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	0	0.0
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	0.0
(n) Other	0	0.0
Total	0	0.0
By Discretionary
Discretionary	0	0.0
Non-Discretionary	0	0.0
Total	0	0.0
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		0.0
Total	0	0.0

Form D Directors	# Filings	# Firms	2011 - 2024
Michael Cagney	46
Scott Williams	21
Robert Lavet	38
Saturnino Fanlo	36
James Finnigan	28
SOFI Capital Advisors LLC	16
Jim Finnigan	3
Clayton Smudsky	2
Rob Lavet	2

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SOFI Capital Advisors LLC

Assets, Funds, Holdings