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SOUND MARK PARTNERS, LLC

GREENWICH, CT · CRD 169037 · IAPD ↗ · soundmarkpartners.com · 203-413-4280

$272.0MRegulatory AUM
6Advisory reps
6Employees
0Clients
0Planning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

53
April 2024 — SOUND MARK PARTNERS, LLC now reports custody of client assets ($372.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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