SOAPSTONE MANAGEMENT L.P.
Adviser information for SOAPSTONE MANAGEMENT L.P. last updated from Form ADV on March 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1 | $534.0M |
| Non-Discretionary | 0 | $0 |
| Total | 1 | $534.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 1 | $534.0M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Principal Office
7500 OLD GEORGETOWN ROADSUITE 200
BETHESDA
MD
United States
Monday - Friday, 9-5
Tel: 212-319-1438, Fax: 212-319-4419
Chief Compliance Officer
JED NUSSDORF
MANAGING MEMBER OF THE GENERAL PARTNER
7500 OLD GEORGETOWN ROAD
SUITE 200
BETHESDA
MD
United States
Tel:
212-319-1438
Fax:
212-319-4419
N*******@*******************M
(Full email address available in API data)
Industry Affiliates
| SOAPSTONE PARTNERS LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| SOAPSTONE CAPITAL, L.P. | Hedge Fund | $534.0M | $5.0M | 49 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| NUSSDORF, JED, FRANCO | Individual | – | LIMITED PARTNER, MANAGING MEMBER OF THE GENERAL PARTNER, CHIEF COMPLIANCE OFFICER | 09/2005 | > 75% |
| GOTHAM ADVISERS, LLC | Domestic Entity | – | LIMITED PARTNER | 09/2005 | 10-25% |
| SOAPSTONE MANAGEMENT GP LLC | Domestic Entity | – | GENERAL PARTNER | 09/2005 | < 5% |
| GREENBLATT, JOEL, MICHAEL | Individual | GOTHAM ADVISERS LLC | MANAGING MEMBER | 10/2003 | 25-50% |
| GOLDSTEIN, ROBERT, LAURENCE | Individual | GOTHAM ADVISERS LLC | MEMBER | 10/2003 | 25-50% |
| NUSSDORF, JED, FRANCO | Individual | SOAPSTONE MANAGEMENT GP LLC | MANAGING MEMBER | 09/2005 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| AMAZON COM INC | COM | 14M | 75K | – |
| BUILDERS FIRSTSOURCE INC | COM | 7M | 50K | – |
| CITIZENS FINL GROUP INC | COM | 4M | 100K | – |
| CONSTELLATION ENERGY CORP | COM | 4M | 20K | – |
| CONSTELLIUM SE | CL A SHS | 14M | 716K | – |
| EQUITABLE HLDGS INC | COM | 5M | 119K | – |
| HDFC BANK LTD | SPONSORED ADS | 15M | 235K | – |
| JELD-WEN HLDG INC | COM | 5M | 345K | – |
| KENVUE INC | COM | 14M | 750K | – |
| KNIFE RIVER CORP | COMMON STOCK | 11M | 154K | – |
| LEIDOS HOLDINGS INC | COM | 10M | 69K | – |
| NEOGEN CORP | COM | 12M | 785K | – |
| OLIN CORP | COM PAR $1 | 11M | 225K | – |
| SCHWAB CHARLES CORP | COM | 2M | 21K | – |
| SENDAS DISTRIBUIDORA S A | SPON ADS | 9M | 1M | – |
| SILA REALTY TRUST INC | COMMON STOCK | 5M | 250K | – |
| SOLVENTUM CORP | COM SHS | 7M | 140K | – |
| VAIL RESORTS INC | COM | 2M | 10K | – |