SOUND MARK PARTNERS, LLC
Firm details
- Headquarters
- GREENWICH, Connecticut
- CRD number
- 169037
- Registered since
- September 16, 2013
- Website
- www.soundmarkpartners.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Owners & executives
1 of 1LAUREN WALSH
Chief Financial OfficerCRD 6931738
Contacts
3 of 3NAJIB CANAAN
Board MemberCRD 1905566
Laurent Souviron
Board MemberCRD 7848205
JENNA GERSTENLAUER
Managing PartnerCRD 2667860
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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