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 10 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 6 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 19 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 6 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 3 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 3 years of experience in the finance industry.

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