Soundwatch Capital, LLC
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 173151
- Registered since
- November 25, 2014
- Website
- www.soundwatch.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- Other Investment Advisers83.94%
- Investment Companies16.06%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Soundwatch Capital, LLC is an SEC-registered investment adviser organized as a limited liability company (registered in 2014) that serves institutional clients. The firm charges fees as a percentage of assets under management and focuses on portfolio management for investment companies and for businesses or other institutions. It does not position itself as an active ESG investor, is not a multi-state adviser, and does not market pension consulting services. The firm also has industry affiliations indicating roles as an investment adviser and as sponsor/GP/managing member of pooled investment vehicles, suggesting it can both advise third-party funds and act in a manager or sponsor capacity for pooled strategies.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities82%
- US Government Bonds13%
- Cash & Cash Equivalents4%
- Public Funds/Mutual Funds1%
Owners & executives
1 of 1
Robert Hammer
Co-Founder and CIOCRD 5736122
Contacts
2 of 2
Dimitris Markopoulos
Managing DirectorCRD 5157993
Maxwell Baker
Associate AttorneyCRD 7426522
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 45Active vs passive
$879M in ETFs
98%
$861M
1%
$17.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $392M | 524,081 | 44.67% |
Location
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 3090 Nowitzki Way
- Time zone
- CT (UTC-6)
- Office locations
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