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| Happy Holidays!! thanks for using AUM13F!! |
| Sound Income Strategies LLC
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| CRD # | 173272 |
| SEC # | 801-80425 |
| CIK # | 0001730960 |
| AUM | $3.5 B (2025-07-17) |
| Employees | 111 (100% Investors, 2% Brokers) |
| Phone | 954-487-1860 |
| Address | 500 W Cypress Creek Road Fort Lauderdale, FL 33309 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Sixth Street Specialty Lending Inc | 57.3 | ||
| Ares Capital Corp | 53.9 | ||
| Hercules Capital Inc | 53.6 | ||
| Golub Capital BDC Inc | 48.5 | ||
| Owl Rock Capital Corp | 47.2 | ||
| PennantPark Floating Rate Capital Ltd | 40.3 | ||
| Blackstone Secured Lending Fund | 39.4 | ||
| Citigroup Inc | 32.9 | ||
| Enbridge Inc | 31.4 | ||
| Cisco Systems Inc | 27.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 23,984 | 2.9 |
| (b) Individuals (high net worth individuals) | 358 | 0.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 5 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 24,350 | 3.5 |
| By Discretionary | ||
| Discretionary | 20,014 | 3.3 |
| Non-Discretionary | 4,336 | 0.2 |
| Total | 24,350 | 3.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.5 | |
| Total | 24,350 | 3.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001730960] |
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