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Sonoma Allocations
SONOMA ALLOCATIONS is an SEC-registered investment adviser in SANTA ROSA, CA, registered since 2025. The firm manages approximately $350 million in assets.
Sonoma Allocations
SONOMA ALLOCATIONS is an SEC-registered investment adviser in SANTA ROSA, CA, registered since 2025. The firm manages approximately $350 million in assets. It has 4 employees and 3 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
Does Sonoma Allocations participate in fund commitments or only direct deals?
Based on public information, Sonoma Allocations focuses on direct investments and co-investments rather than traditional fund-of-funds commitments. The firm's model allows participating families to own proportional shares of each asset, avoiding the fee layers typical of commingled funds. The extent of any fund commitment exposure is not disclosed.
What investment stages does Sonoma Allocations typically target?
Sonoma Allocations targets middle-market transactions, including growth equity and buyout stages, as well as real estate and private credit opportunities. The firm does not publicly specify a stage preference or ticket size. Its focus is on businesses or assets where operational improvements or repositioning can drive returns.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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