SONEN CAPITAL LLC

SAN FRANCISCO, California·8 registered advisors·CRD# 159461
SEC# 801-729260415-534-4444
01

Firm Overview

AUM
$793M
Regulatory assets under management
Employees
19
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment ManagementRetirement PlanningWealth Management
04

Advisors at SONEN CAPITAL LLC

8 registered advisors
Carolyn L Hume
SAN FRANCISCO, California
Daniel R (mi Only) Heu-Weller
SAN FRANCISCO, California
Dave Hood
SAN FRANCISCO, California
Dion Labair Griffin
SAN FRANCISCO, California
John E Mccaw
SAN FRANCISCO, California
Nicholas Koukopoulos
SAN FRANCISCO, California
Raul Nmn Pomares
SAN FRANCISCO, California
Robert Jay Goldstein
SAN FRANCISCO, California
05

Office Locations

SAN FRANCISCO, California
8 advisors

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Data sourced from SEC Form ADV filings. SONEN CAPITAL LLC (CRD# 159461) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.