SOUND MARK PARTNERS, LLC

RIASEC RegisteredEst. 2013
Total AUM
$272M
Discretionary
$272M
100% of AUM
Avg account
$90.7M
Accounts
3
Employees
6
Advisory reps
4

Firm details

Headquarters
GREENWICH, Connecticut
CRD number
169037
Registered since
September 16, 2013
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles92.7%
  • State / Municipal Government7.3%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Sound Mark Partners, LLC is a real estate–focused investment adviser that primarily serves institutional clients through pooled investment vehicles. Organized as a limited liability company and registered with the SEC, the firm acts as adviser, sponsor and managing member for its funds, combining portfolio management responsibilities with an active sponsor role. Its business model centers on managing real estate fund vehicles while also providing portfolio management services to institutional and business clients. The firm charges a mix of percentage-of-AUM and performance-based fees and reports being an active ESG investor, which suggests ESG criteria are considered in underwriting, asset management and ongoing portfolio oversight. Sound Mark Partners does not position itself as a broad capital allocator; instead, its activity concentrates on real assets and related private-market strategies where it can serve as manager or general partner.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

1 of 1
  • LAUREN WALSH

    Chief Financial OfficerCRD 6931738

Contacts

3 of 3
  • NAJIB CANAAN

    Board MemberCRD 1905566

  • Laurent Souviron

    Board MemberCRD 7848205

  • JENNA GERSTENLAUER

    Managing PartnerCRD 2667860

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

GREENWICH, CT

FAIRFIELD

Location

GREENWICH, CT

Headquartered in GREENWICH, CT, 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
FAIRFIELD
Address
12 Havemeyer Pl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth