Mandate & appetite
- Preferred strategies
- Opportunistic, Value Add
- Target geographies
- Us & Canada
- Typical ticket
- $2m–$10m
- AUM
- —
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Founded in 1991, Sousa & Weber is a Southern California-based firm specializing in accounting, consulting, and wealth management services. In 2022, it combined with Moss Adams, augmenting its reach with more than 3,800 professionals across 30+ locations nationwide.
Unlock mandates & allocation signals
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- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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