SAN FRANCISCO, CACRD 159461Latest ADV April 30, 2026
Sonen Capital LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated April 30, 2026, reports $1.1B in regulatory assets under management, 19 employees, and 40 accounts.
Assets Under Management
$1.1B
Employees
19
Offices
--
Total Clients
40
Primary office
SAN FRANCISCO, CA
101 MONTGOMERY STREET, SUITE 2150, SAN FRANCISCO, CA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 67.5% of total clients.
Top client categories% of clientsClients
1
HNWI
67.5%
27
2
Charitable
22.5%
9
3
Pooled Investment Vehicles
10.0%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of April 30, 2026
Discretionary44.7%
$508M
45% of total RAUM44.7%
Non-discretionary55.3%
$629M
55% of total RAUM55.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.1B
Total Accounts40
10Y AUM Change+$691M (+154.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee2:1
10Y Employee Change+4 (+26.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.