|
⚲
|
| Sonata Capital Group Inc
✚
|
|
|---|---|
| CRD # | 111277 |
| SEC # | 801-57515 |
| CIK # | 0001172036 |
| AUM | $332.6 M (2025-03-11) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 206-256-4400 |
| Address | 2001 6th Ave Seattle, WA 98121 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 3.1 | ||
| Costco Wholesale Corp /NEW | 1.9 | ||
| Facebook Inc | 1.8 | ||
| Nvidia Corp | 1.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 89 | 30.1 |
| (b) Individuals (high net worth individuals) | 98 | 300.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 2.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 190 | 332.6 |
| By Discretionary | ||
| Discretionary | 190 | 332.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 190 | 332.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 332.6 | |
| Total | 190 | 332.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001172036] |
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|---|---|---|
|
MB Generational Wealth LLC
✚
|
WA | 0.3 |
|
Novak & Powell Financial Services Inc
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|
FL | 0.3 |
|
BOCA Wealth Advisors LLC
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|
FL | 0.3 |
|
REYL Overseas Ltd
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|
0.3 | |
|
Dover Advisors LLC
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|
0.3 | |
|
Kenney Investments Inc
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|
IL | 0.3 |
|
T Anton Investment House Inc
✚
|
WI | 0.3 |
|
Olde Wealth Management LLC
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|
0.3 | |
|
Cascade Investment Advisors Inc
✚
|
OR | 0.3 |
|
Catalyst Private Wealth LLC
✚
|
CA | 0.3 |