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 privately held limited liability company that operates as a multi-strategy fund manager with hedge fund and private equity activity. The firm is SEC-registered (2024) and positions itself to serve institutional clients. It functions as a sponsor and managing member of pooled investment vehicles and performs portfolio management for those vehicles; it is also registered in roles consistent with CPO/CTA activity. Fee arrangements include a percentage of assets under management and performance-based fees, alongside other customized fee structures. The firm identifies as an active ESG investor.

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

    George Panos

    FounderCRD 5350437

Wealth teams

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth