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Sansoterra Group LLC (San Jose)


Sansoterra Group LLC is an adviser based in San Jose. It manages $26 million of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of California.




Sansoterra Group provides portfolio management for individuals and small businesses and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sansoterra Group: assets under management

The assets under management (AUM) of Sansoterra Group LLC is $26 million. The firm's AUM has gone down by -4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $16 million in discretionary accounts and $10 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.33 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Sansoterra Group LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Jose

The principal office where Sansoterra Group LLC performs its advisory services is located at 4900 Williams Road, San Jose, CA 95129, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 408-253-3568 or by fax 408-253-3568. The normal business hours are 9am-5pm on Monday - Friday.


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