Sonen Capital LLC
Assets Under Management
$1.0B
Number of Clients
41
Number of Advisors
1
Average Client AUM
$24.6M
AUM per Advisor
$1.0B
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Sonen Capital offers customized investment management solutions integrating social and environmental impact. They use a tactical allocation strategy to reduce risk and increase financial performance. The firm allocates to investment managers and products using criteria like size, track record, and commitment to social/environmental impact. They manage client assets on both discretionary and non-discretionary bases.
Fee Structure
Investment advisory fees range up to 2.0% per year, depending on the investment strategy's complexity and the account size. Fees may be reduced or waived for Sonen's directors, officers, and employees. The firm also enters into negotiated, fixed-fee arrangements with clients, varying based on the scope of services. The Advisor’s cumulative minimum account requirement for opening and maintaining an account is $10 million, but the Advisor may, at its sole discretion, accept accounts with a lower value.
Areas of Practice
Location
101 Montgomery Street, Suite 2150, San Francisco, CA, 94104