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SOAPSTONE MANAGEMENT L.P.

7500 Old Georgetown Road
Suite 200
Bethesda, Maryland 20814
Tel: 212-319-1438

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About SOAPSTONE MANAGEMENT L.P.

SOAPSTONE MANAGEMENT LP, formally registered with the SEC as SOAPSTONE MANAGEMENT LP. The firm was established in 07/11/2016. They have over 1 offices throughout the country.

SOAPSTONE MANAGEMENT L.P. is a Bethesda, Maryland based Financial Planning firm with nearly $534,034,830 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#162936
SEC#801-108028
Assets Managed by Firm$534,034,830
No. of Clients1
No. of Advisors2

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total1$534,034,830

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