Sonen Capital LLC

Sonen Capital LLC (CRD# 159461) is a financial advisory firm headquartered in San Francisco, CA. They manage $792,726,757 in 41 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
101 Montgomery Street, Suite 2150, San Francisco, CA 94104
https://www.linkedin.com/company/sonen-capital/
By the Numbers
  • Total Assets Under Management
    793
    MILLION
  • Total Number of Accounts
    41
    ACCOUNTS
  • Average Account Value
    $19,334,799
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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Sonen Capital LLC
Showing 1 - 1 of 1 top financial advisors.
1
Raul Pomares, financial advisor San Francisco CA
Raul N. Pomares
CRD#: 2911083
101 Montgomery Street, Suite 2150, San Francisco, CA 94104

Raul Pomares (CRD# 2911083) is an Investment Advisor Representative working at Sonen Capital LLC in San Francisco, CA and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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