|
⚲
|
| Sonen Capital LLC
✚
| |
|---|---|
| CRD # | 159461 |
| SEC # | 801-72926 |
| CIK # | 0001557787 |
| AUM | $792.7 MM (2024-05-21) |
| Employees | 19 (58% Investors, 0% Brokers) |
| Phone | 415-534-4444 |
| Address | 101 Montgomery Street San Francisco, CA 94104 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 25 | 80.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 6 | 255.9 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 9 | 455.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 1.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 41 | 792.7 |
| By Discretionary | ||
| Discretionary | 39 | 365.6 |
| Non-Discretionary | 2 | 427.1 |
| Total | 41 | 792.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 111.9 | |
| United States Persons | 680.8 | |
| Total | 41 | 792.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Maurice Murphy | 8 | |||
| Robert Goldstein | 62 | |||
| Stuart Davidson | 20 | |||
| David Hood | 13 | |||
| Raul Pomares | 11 | |||
| Julia Sze | 8 | |||
| Martin Whittaker | 5 | |||
| Peadar de Barra | 3 | |||
| Manager Kba Consulting Management Limited | 2 | |||
| Investment Manager Soven Capital LLC | 2 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001557787] | |
| D | [0001557787] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Valence8 US LP
✚
|
MA | 0.9 |
|
Toth Financial Advisory Corp
✚
|
VA | 0.9 |
|
Anderson Growth Partners LLC
✚
|
AL | 0.8 |
|
Remy Investors & Consultants LLC
✚
|
CA | 0.8 |
|
Barometer Capital Management Inc
✚
|
0.8 | |
|
Andina Capital Management LLC
✚
|
UT | 0.8 |
|
Indie Asset Partners LLC
✚
|
IN | 0.8 |
|
Appomattox Advisory Inc
✚
|
NY | 0.8 |
|
Ecofin Advisors LLC
✚
|
KS | 0.6 |
|
Blackgold Capital Management LP
✚
|
TX | 0.6 |