Sonen Capital LLC

Sonen Capital LLC (CRD# 159461) is a financial advisory firm headquartered in San Francisco, CA. They manage $386,284,373 in 52 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    386
    MILLION
  • Total Number of Accounts
    52
    ACCOUNTS
  • Average Account Value
    $7,428,546
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, MA, NY

Financial Advisors at Sonen Capital LLC
Showing 1 - 6 of 6 top financial advisors.
1
Jeffrey A. Cohen
CRD#: 4989847
50 Osgood, Suite 320, San Francisco, CA 94133
98
Wealthminder
score

Jeffrey Cohen (CRD# 4989847) is an Investment Advisor Representative working at Sonen Capital LLC in San Francisco, CA and has over 11 years of experience in the finance industry.

2
Nicholas Koukopoulos
CRD#: 5860835
456 Montgomery Street, Suite 400, San Francisco, CA 94104
93
Wealthminder
score

Nicholas Koukopoulos (CRD# 5860835) is an Investment Advisor Representative working at Sonen Capital LLC in San Francisco, CA and has over 7 years of experience in the finance industry.

3
Raul N. Pomares
CRD#: 2911083
456 Montgomery Street, Suite 400, San Francisco, CA 94104
93
Wealthminder
score

Raul Pomares (CRD# 2911083) is an Investment Advisor Representative working at Sonen Capital LLC in San Francisco, CA and has over 20 years of experience in the finance industry.

4
Samuel Pun
CRD#: 5745110
456 Montgomery Street, Suite 400, San Francisco, CA 94104
93
Wealthminder
score

Samuel Pun (CRD# 5745110) is an Investment Advisor Representative working at Sonen Capital LLC in San Francisco, CA and has over 7 years of experience in the finance industry.

5
Danielle R. Ginach
CRD#: 6274859
456 Montgomery Street, Suite 400, San Francisco, CA 94104
89
Wealthminder
score

Danielle Ginach (CRD# 6274859) is an Investment Advisor Representative working at Sonen Capital LLC in San Francisco, CA and has over 4 years of experience in the finance industry.

6
Joshua M. Newman
CRD#: 6251003
456 Montgomery Street, Suite 400, San Francisco, CA 94104
89
Wealthminder
score

Joshua Newman (CRD# 6251003) is an Investment Advisor Representative working at Sonen Capital LLC in San Francisco, CA and has over 4 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.