SANSOTERRA GROUP LLC

SANSOTERRA GROUP LLC is an SEC-registered investment adviser (CRD 133586). Regulatory assets under management: $28.6M.

Registration

• CRD: 133586
• SEC file number: 801-63774
• Type: Registered investment adviser
• Phone: 408-318-2010
• Latest filing: 2026-03-21
• Regulatory AUM: $28.6M
• Discretionary AUM: $28.6M
• Clients: 1
• Accounts: 28

Business model

Compensation: % of AUM.

Clients served: High net worth, Corporations.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 133586 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search