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Building 2SOUND MARK PARTNERS, LLC

Map pinGREENWICH, CT
Phone203-413-4280
NotebookSEC #801-78564
Total AUM
$272M
Employees
6
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12 HAVEMEYER PLACE, 3RD FLOOR
GREENWICH
CT 06830-6527
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
203-413-4280

ReceiptFinancials

Total AUM
$272M
Accounts
3
Discretionary
$272M
Accounts
3
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
2
AUM
$252.1M
Government Entity Clients
1
AUM
$19.9M

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CT

HandshakeAffiliates

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

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