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Sonoma West Advisors
Sonoma West Advisors is an SEC-registered investment adviser in Calistoga, CA, registered since 2023. The firm manages $256 million in assets, with $222...
Sonoma West Advisors
Sonoma West Advisors is an SEC-registered investment adviser in Calistoga, CA, registered since 2023. The firm manages $256 million in assets, with $222 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Year founded
2015
Location
Region
North America
Country
United States
City
Calistoga
Corporate office
Healdsburg, CA, United States
Principals
Kevin R. Johnson
Managing Partner
Sector focus
Frequently asked questions
Does Sonoma West Advisors participate in fund commitments or only direct deals?
Based on its stated strategy and observed holdings, Sonoma West exclusively pursues direct deals. It does not market itself as a limited partner in third-party institutional funds and there is no public record of fund commitments.
What investment stages does Sonoma West Advisors typically target?
The firm invests across growth equity in operating companies and acquiring controlling or significant minority stakes in real assets. It has not publicly defined a stage mandate, but observable activity ranges from recapitalizations of established businesses to direct property acquisitions, rather than seed or early-venture checks.
What asset classes does the firm avoid?
Sonoma West shows no public footprint in public equities, credit strategies, hedge funds, or venture capital fund commitments. Its posture is concentrated in privately-negotiated real assets and operating businesses, deliberately avoiding diversified portfolio theory.
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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