# Sonoma Brands Capital

> Sonoma Brands Capital is an SEC-registered investment advisory firm in Sonoma, CA, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 296285
- Filed as: SONOMA BRANDS CAPITAL
- Legal name: Sonoma Brands Partners II, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Sonoma, CA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/296285
- AdvisorCensus page: https://advisorcensus.com/firm/sonoma-brands-capital-sonoma-ca-296285

## Quick answers

**How is Sonoma Brands Capital compensated?**
On its Form ADV (Item 5.E, October 2026), Sonoma Brands Capital reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Sonoma Brands Capital located?**
Sonoma Brands Capital's principal office is in Sonoma, CA, according to its Form ADV.

**Is Sonoma Brands Capital registered with the SEC or a state?**
Sonoma Brands Capital is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 296285.

**How much does Sonoma Brands Capital manage?**
Sonoma Brands Capital reports $382,011,112 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Sonoma Brands Capital's assets and staff changed since 2021?**
In the Form ADV data for Sonoma Brands Capital: Regulatory assets under management: $281,736,418 in the October 2021 data and $382,011,112 in the October 2026 data, up 36%. Total employees: 7 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Sonoma Brands Capital serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (8).

**Does Sonoma Brands Capital report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/296285

**Does Sonoma Brands Capital state an account minimum?**
Its Form ADV Part 2A brochure dated March 30, 2026 says: "The Adviser typically requires a minimum commitment size in the amount of $5 million for each investor in the Funds."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Account minimum: $5,000,000

> The Adviser typically requires a minimum commitment size in the amount of $5 million for each investor in the Funds.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $382,011,112
- Discretionary: $382,011,112
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 8 | $382,011,112 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sonomabrands.com
- Facebook @SONOMABRANDS
- Instagram @SONOMABRANDS
- LinkedIn @SONOMA-BRANDS
- X @SONOMABRANDS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $281,736,418 | 7 | May 12, 2021 |
| October 2022 | $357,390,913 | 8 | May 6, 2022 |
| October 2023 | $349,440,799 | 8 | March 31, 2023 |
| October 2024 | $340,099,360 | 7 | March 28, 2024 |
| October 2025 | $361,924,811 | 7 | March 31, 2025 |
| October 2026 | $382,011,112 | 6 | March 30, 2026 |

Regulatory assets under management: $281,736,418 in the October 2021 data and $382,011,112 in the October 2026 data, up 36%.
Total employees: 7 in October 2021 and 6 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sonoma Brands Capital (CRD 296285): Form ADV filing data as of October 2026.