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SONEN CAPITAL LLC

SAN FRANCISCO, CA · CRD 159461 · IAPD ↗ · 415-534-4444

$1.14BRegulatory AUM
12Advisory reps
19Employees
3Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2025 — SONEN CAPITAL LLC crossed $1B in regulatory AUM ($792.7M -> $1.01B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.