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Building 2SONEN CAPITAL LLC

Map pinSAN FRANCISCO, CA
Phone415-534-4444
NotebookSEC #801-72926
Total AUM
$1.1B
Employees
19
Clients
40

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 MONTGOMERY STREET
SUITE 2150
SAN FRANCISCO
CA 94104
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
415-534-4444

ReceiptFinancials

Total AUM
$1.1B
Accounts
40
Discretionary
$507.8M
Accounts
37
Non-Discretionary
$629M
Accounts
3

ContactClients

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HNW Individual Clients
27
AUM
$432.9M
Pooled Vehicle Clients
4
AUM
$164.9M
Charitable Organization Clients
9
AUM
$539M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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