# Sonoma Allocations

Sonoma Allocations is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** https://sonomaallocations.com
- **LinkedIn:** https://www.linkedin.com/company/sonoma-allocations-llc

## Regulatory record

- **CRD number:** 335435
- **SEC file number:** 801-132529
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/335435

## About

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.

## 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.

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Last updated: 2026-07-06T01:24:25.765Z

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