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| Happy Holidays!! thanks for using AUM13F!! |
| Sonen Capital LLC
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| CRD # | 159461 |
| SEC # | 801-72926 |
| CIK # | 0001557787 |
| AUM | $1.0 B (2025-03-25) |
| Employees | 20 (65% Investors, 0% Brokers) |
| Phone | 415-534-4444 |
| Address | 101 Montgomery Street San Francisco, CA 94104 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Merck & Co Inc | 7.8 | ||
| Microsoft Corp | 3.8 | ||
| Amazon Com Inc | 2.3 | ||
| Applied Materials Inc /DE | 1.5 | ||
| Xylem Inc | 1.4 | ||
| Airbnb Inc | 1.2 | ||
| Apple Inc | 1.1 | ||
| Thermo Fisher Scientific Inc | 1.0 | ||
| Equifax Inc | 1.0 | ||
| Gartner Inc | 1.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 25 | 134.1 |
| (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 | 6 | 233.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 10 | 642.6 |
| (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 | 41 | 1,009.8 |
| By Discretionary | ||
| Discretionary | 40 | 530.6 |
| Non-Discretionary | 1 | 479.1 |
| Total | 41 | 1,009.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 99.8 | |
| United States Persons | 910.0 | |
| Total | 41 | 1,009.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Maurice Murphy | 8 | |||
| Robert Goldstein | 65 | |||
| Stuart Davidson | 20 | |||
| David Hood | 13 | |||
| Raul Pomares | 11 | |||
| Julia Sze | 8 | |||
| Martin Whittaker | 5 | |||
| Peadar de Barra | 3 | |||
| Manager Kba Consulting Management Limited | 2 | |||
| KBA Consulting Management Limited | 2 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001557787] | |
| D | [0001557787] |
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