Sound Capital Solutions LLC
Firm details
- Headquarters
- ,
- CRD number
- 311034
- Registered since
- January 5, 2024
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Sound Capital Solutions LLC is an institutional registered investment adviser structured as an LLC and SEC-registered in 2024. The firm focuses on portfolio management for investment companies and serves an institutional client base. Ownership is reported as a mix of a domestic entity and an individual. The firm charges either a percentage of assets under management or fixed fees and reports that it is an active ESG investor. It does not operate as a capital allocator or pension consultant, and it is not designated as a multi-state adviser. Sound Capital Solutions maintains multiple office locations (five in total).
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Nicholas Dalmaso
CEOCRD 2246955
Robert Flood
Chief Financial OfficerCRD 6529155
Contacts
2 of 2
Dominic Dalmaso
Executive Vice PresidentCRD 6741567
Mark Mcgannon
Managing DirectorCRD 1671343
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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