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SONGBIRD CAPITAL, LLC
CRD 158074
14 NASSAU STREET, PRINCETON, NJ, 08542, United States
Phone
609-924-5300
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$84.4M
Discretionary AUM
$69.1M
Team
4 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 27 | $6.4M |
| High net worth individuals | 31 | $67.9M |
| Charitable organizations | 3 | $308K |
| Corporations/business entities | 9 | $9.8M |
All web addresses on file
Official SEC filing: View on IAPD