Soundhaven Capital Management is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 21, 2026, reports $202M in regulatory assets under management, 3 employees, 2 offices, and 347 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 50.6% of total clients.
Top client categories% of clientsClients
1
Individuals
50.6%
86
2
HNWI
33.5%
57
3
Pension Plans
14.7%
25
4
Corporations
1.2%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$202Mas of March 21, 2026
Discretionary40.3%
$81M
40% of total RAUM40.3%
Non-discretionary59.7%
$121M
60% of total RAUM59.7%
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$202M
Total Accounts347
10Y AUM Change+$82M (+67.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee57:1
10Y Employee Change+2 (+200.0%)
* 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.