Song Asset Management Co LLC

Overview

Song Asset Management Co LLC is a small, fee-based investment adviser that provides discretionary portfolio management primarily to individual and family clients. The firm operates as a limited liability company and focuses on separate account management for individuals and small businesses. Investment activity shows a clear tilt toward publicly traded equities, with portfolios designed around exchange-traded instruments to deliver liquid, transparent exposure. The adviser does not position itself as an ESG-focused manager and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices