SONAMU GROUP LP

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CHATHAM, New York
CRD number
324293
Registered since
November 29, 2022

Firm profile

FINTRX

Overview

Sonamu Group LP is a limited partnership and SEC-registered investment adviser (registered in 2022) that operates as an independent RIA and deliberate capital allocator. The firm’s public filings show its principal activity is sponsoring and managing pooled investment vehicles rather than running traditional retail advisory relationships. Sonamu Group LP also serves in sponsor and manager roles—identified as a commodity pool operator/commodity trading advisor (CPO/CTA), general partner, and managing member of private funds—indicating the organization controls fund governance, strategy implementation and trading oversight for its vehicles. The firm is not flagged as an active ESG investor and does not report a multi-state retail advisory footprint.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Tina Surh

    Founder and CIOCRD 7669026

Contacts

1 of 1
  • SCOTT MAILHOT

    Limited PartnerCRD 7720586

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

CHATHAM, NY

COLUMBIA

Location

CHATHAM, NY

Headquartered in CHATHAM, NY, anchoring the Albany-Schenectady, NY metro in the Northeast.

Metro area
Albany-Schenectady, NY
Region
Northeast
County
COLUMBIA
Address
1 Taconic Pl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth