SO LLC

SO LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 335596).

Registration

• CRD: 335596
• Type: Registered investment adviser
• Location: 254 SWEENY ST, SAN FRANCISCO, CA, 94134
• Phone: (415) 570-8525
• Latest filing: 2026-05-21
• Clients: 2

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335596 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search