SoHo’s name is in recognition of the firm’s personal and professional roots in New York City. Prior to founding SoHo, the firm’s founders had extensive experience as buy-side portfolio managers and proprietary traders for Institutional Wall Street firms.
SoHo began as a multi-family office catering to several estates based in California. As SoHo’s investment success became known, the firm developed an in-house investment management practice. Today, SoHo has its own distinct value oriented investment portfolios in global value (balanced), global equity, and global fixed income.
SoHo continues to provide multi-family office services for its global clientele through its wholly owned subsidiary: SoHo Financial Services LLC. SoHo's long-only proprietary portfolios in equities and bonds are offered through SoHo Asset Management LLC.
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