AltMountain

Soma Offshore LTD

San Francisco, CA · CIK 1681185 · Managed by Soma Equity Partners, LP

Soma Offshore LTD is a hedge fund based in San Francisco, California. According to its most recent Form D, filed Sep 17, 2025, the fund has sold $1,420,007,173 of interests to 273 investors since its first sale in Aug 2016. The filing does not set a minimum investment. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include SoMa Equity Partners, LP; Brian Burkholder; Michael McDonald.

Performance

13F estimate · public data only

No verified returns have been reported for this fund. As a rough guide, Soma Equity Partners, LP, which manages it, disclosed U.S. stock holdings that returned an estimated +4.7% 2026 YTD through Jun 30 (S&P 500: +9.5%), based only on its public 13F filings. Over a longer period, Q3 2024 to Q2 2026, the estimate is +26.3% (S&P 500: +37.2%).

This estimate covers the firm's whole disclosed long U.S. stock portfolio. It is not this fund's return and excludes dividends, fees, shorts, derivatives, bonds, cash and trading within each quarter.

Is this your fund? Report your monthly returns · How performance works

Total raised
$1,420,007,173Cumulative sales reported on Form D
Investors
273
First sale
Aug 1, 2016
Minimum investment
None set
Who can invest
Qualified purchasersSection 3(c)(7): generally $5M+ in investments
Offering exemption
Rule 506(b)No general advertising
Key people and entities
SoMa Equity Partners, LP; Brian Burkholder; Michael McDonald
Latest Form D
Sep 17, 2025

From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction

Questions about Soma Offshore LTD

What is the minimum investment for Soma Offshore LTD?

Soma Offshore LTD's latest Form D, filed Sep 17, 2025, does not set a minimum investment. Managers can still require one in the offering documents.

Who can invest in Soma Offshore LTD?

Soma Offshore LTD is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.

How much has Soma Offshore LTD raised?

Soma Offshore LTD reports $1,420,007,173 sold from 273 investors on its Form D filed Sep 17, 2025. This is cumulative sales since the offering began, not current assets or performance.

Where is Soma Offshore LTD based?

Soma Offshore LTD is based in San Francisco, California and is managed by Soma Equity Partners, LP.

When did Soma Offshore LTD launch?

Soma Offshore LTD reports its first sale in Aug 2016.

Size compared with every hedge fund

Raised more than 94% of the 1,060 hedge funds based in California, and more than 93% of all 10,308 that report sales.

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