Overview
Assets Under Management: $1.1 billion
Headquarters: SAN FRANCISCO, CA
High-Net-Worth Clients: 27
Average Client Assets: $16.0 million
Frequently Asked Questions
SONEN CAPITAL LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #159461), SONEN CAPITAL LLC is subject to fiduciary duty under federal law.
SONEN CAPITAL LLC is headquartered in SAN FRANCISCO, CA.
SONEN CAPITAL LLC serves 27 high-net-worth clients according to their SEC filing dated April 30, 2026. View client details ↓
According to their SEC Form ADV, SONEN CAPITAL LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
SONEN CAPITAL LLC manages $1.1 billion in client assets according to their SEC filing dated April 30, 2026.
According to their SEC Form ADV, SONEN CAPITAL LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 27
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 38.08%
Average Client Assets: $16.0 million
Total Client Accounts: 40
Discretionary Accounts: 37
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 159461
Filing ID: 2102111
Last Filing Date: 2026-04-30 17:47:43