Sonder Partners, LLC
RIAState Registered
Total AUM
$3.8M
Discretionary
$3.8M
100% of AUM
Avg account
$313K
Accounts
12
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 336828
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Fixed Fees, Other
- Client types
- HNWI91.83%
- Individuals8.17%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Sonder Partners, LLC is an independent, privately held advisory firm organized as an LLC that serves individual and family clients. The firm acts as a capital allocator and provides portfolio management for individuals and small businesses, and it also performs selection of third‑party advisers. Fee arrangements are described as fixed fees (and other fee types). Sonder Partners is state‑registered in Connecticut and Maine and operates as a small, boutique RIA rather than a national, multi‑state enterprise.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities73%
- Public Funds/Mutual Funds23%
- Investment Grade Corp Bonds3%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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