SONE CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2024
Total AUM
$1.6B
Discretionary
$1.6B
100% of AUM
Avg account
$179M
Accounts
9
Employees
11
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
331656
Registered since
July 12, 2024
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Sone Capital Management, LLC is a limited liability company that registered with the SEC in 2024 and operates as a hybrid manager combining hedge fund and private equity activities. The firm serves institutional clients and performs portfolio management for pooled investment vehicles, while also acting in CPO/CTA capacities and serving as sponsor, general partner, or managing member of funds it oversees. Its fee model includes asset-based fees and performance-based components. Sone Capital identifies as an active ESG investor and is owned by an individual rather than an institutional parent.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Andrew Walker

    CFO and CCOCRD 6573936

Contacts

1 of 1
  • GEORGE PANOS

    FounderCRD 5350437

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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
1114 Avenue of the Americas
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth