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SONEN CAPITAL LLC
CRD 159461 · SEC 801-72926
101 MONTGOMERY STREET, SUITE 2150, SAN FRANCISCO, CA, 94104, United States
Phone
415-534-4444
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.14B
Discretionary AUM
$507.8M
Team
19 total employees; 12 advisory reps; 3 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-06
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 27 | $432.9M |
| Pooled investment vehicles | 4 | $164.9M |
| Charitable organizations | 9 | $539.0M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD