SOFI Capital Advisors LLC

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Assets, Funds, Holdings

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SOFI Capital Advisors LLC
CRD #165784
SEC #801-111634
CIK #
AUM
Employees 3 (0% Investors, 100% Brokers)
Phone855-525-7634
Address234 1st Street
San Francisco, CA 94105
Source [IAPD]
Total AUM ($MM)
1108866442202009201420192025
Type Form D Funds Date Sold ($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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