SONGBIRD CAPITAL, LLC

Overview

Songbird Capital, LLC is an independent registered investment adviser that acts as a capital allocator for both individual/family and institutional clients. The firm emphasizes equity-focused portfolios, using exchange-traded equities as its primary building blocks while also incorporating third‑party managers and alternative fund allocations to broaden return sources. Its advisory services cover financial planning, discretionary portfolio management for individuals and small businesses, institutional portfolio work and pension consulting, as well as the selection and oversight of outside advisers. The firm charges clients via a mix of percentage-of-AUM fees, hourly engagements and fixed-fee arrangements, which allows it to serve smaller planning relationships alongside larger managed-account mandates. Songbird is not positioned as an ESG-first investor and does not operate as a multi-state adviser in an active ESG capacity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices