SoHo Capital LLC

Overview

SoHo Capital says it was founded in 1997 in Montecito as a single family office before developing into a multi-family office. The firm expanded into Singapore and the broader Asia Pacific region in 2013.¹

History

The firm reports experience serving 18 U.S. ultra-high-net-worth families and estates through its multi-family-office activities.²

Timeline

1. 1997SoHo Capital says it was founded in 1997 in Montecito as a single family office before developing into a multi-family office.
2. 2013The firm expanded into Singapore and the broader Asia Pacific region in 2013.

Leadership

The team page lists:

- Prashant Jain, CEO/COO/CFO for Insurance and Insurtech - Stuart Thornton, CEO for Financial Services and FinTech - John Warren, CRO/CSO for Sustainability and Climate - Stuart Stoyan, CEO for Financial Services³

Services

SoHo’s corporate advisory work covers sustainability, digital finance, Internet of Things, smart manufacturing, supply chain management, and digital asset trading. Its stated geographic focus includes Singapore, Hong Kong, Indonesia, Malaysia, Vietnam, the Philippines, Thailand, Japan, Australia, and India.¹

The merchant-banking practice advises on mergers and acquisitions, growth strategies, going-private transactions, restructurings, recapitalizations, strategic partnerships, joint ventures, and fairness opinions. SoHo describes its corporate advisory team as having an average of more than 20 years of investment-banking and sector experience.⁴

Through its wealth-management practice, SoHo Financial Services LLC serves high-net-worth clients with general account services, retirement accounts, UGMA and UTMA accounts, private foundations, trust accounts, and proprietary investment opportunities. The firm identifies SoHo Financial Services LLC as a California registered investment adviser with FINRA CRD number 142510.⁵

SoHo Asset Management LLC builds thematic portfolios around investor requirements, primarily using exchange-traded funds and a partnership with Motif, Inc.⁶

Its venture-capital platform, 1982 Ventures, invests in early-stage fintech companies in Southeast Asia and supports founders working in financial services.⁷

SoHo also provides virtual data rooms and communication tools through a data-services platform serving institutional, family-office, ultra-high-net-worth, private-company, and public-company participants.⁸

What the firm offers

• Investment management
• Philanthropy
• Private and alternative investments
• Retirement planning

Client focus

SoHo works with high-net-worth individuals, families and estates, family offices, institutional participants, private companies, public companies, and early-stage financial-technology founders.²

Approach

The firm says its global advisory team combines investment managers, investment bankers, private-client wealth managers, chief digital officers, former Department of Defense officers, and diplomats with regional relationships.¹

FAQs

Related resources

• LocationMultifamily offices in Nevada

  This page gives a point of comparison for families considering multi-family office services in another U.S. market. It can help a reader think through how SoHo Capital's Montecito roots, Asia Pacific operating focus, investment management, philanthropy, and retirement planning fit their geographic and family needs.

• Network siteEstatePlanner.com

  EstatePlanner.com explains wills, trusts, and related planning topics in accessible language. A family or business owner reviewing SoHo Capital can use these guides to prepare questions about estate structures, intergenerational transfers, charitable intentions, and how retirement planning may fit alongside private and alternative investments.

• Network siteFamilyOffices.com

  FamilyOffices.com offers information and a community for single family offices and wealthy families. Readers can use it to understand common operating concerns, compare approaches to investment management and philanthropy, and consider which questions matter when a family works with a multi-family office serving clients across regions.

• GuideThe annual MFO review

  The annual MFO review provides a recurring reference point for understanding developments among multi-family offices. A prospective client can use it to frame questions about service mix, investment management, private and alternative investments, philanthropy, and retirement planning when assessing a firm with Asia Pacific reach.

• Similar firmsKingsbridge Wealth Management, Inc.
  Belpointe Asset Management
  Schultz Financial Group Incorporated

  Profiles of Kingsbridge Wealth Management, Inc., Belpointe Asset Management, and Schultz Financial Group Incorporated provide similar examples from the same site. Reviewing these firms can help a business owner or wealthy family compare how different providers describe investment management, planning, alternatives, and client support before contacting SoHo Capital.

Sources

1. SoHo Capital
2. SoHo Capital Home
3. SoHo Capital Team
4. SoHo Capital Merchant Banking
5. SoHo Capital Wealth Management
6. SoHo Capital Asset and Wealth Management
7. 1982 Ventures
8. SoHo Capital Data Services

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.