SONEN CAPITAL LLC
CRD #159461 SEC #801-72926 SAN FRANCISCO, CA 415-534-4444
SEC Registered Private Funds
Total AUM
$1B
Discretionary
$530.6M
Employees
20
Clients
--
Accounts
41
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1B | $530.6M | $479.1M | 20 | 0 |
| May 2024 | $792.7M | $365.6M | $427.1M | 19 | 17 |
| Mar 2024 | $792.7M | $365.6M | $427.1M | 19 | 17 |
| Oct 2023 | $843.3M | $434.9M | $408.4M | 14 | 9 |
| Mar 2023 | $843.3M | $434.9M | $408.4M | 14 | 9 |
| Sep 2022 | $568.6M | $515.6M | $53M | 12 | 13 |
| Mar 2022 | $568.6M | $515.6M | $53M | 12 | 13 |
| May 2021 | $481.2M | $476.2M | $5M | 11 | 7 |
| Mar 2021 | $481.2M | $476.2M | $5M | 11 | 7 |
| Jan 2021 | $417.1M | $416.1M | $1M | 10 | 13 |
| Jun 2020 | $417.1M | $416.1M | $1M | 10 | 13 |
| Mar 2020 | $417.1M | $416.1M | $1M | 10 | 13 |
| Mar 2019 | $389M | $388M | $1M | 12 | 4 |
| Mar 2018 | $420.3M | $420.3M | $0 | 12 | 5 |
| Jul 2017 | $445.9M | $409.5M | $36.4M | 15 | 26 |
| Mar 2017 | $445.9M | $409.5M | $36.4M | 15 | 26 |
| Apr 2016 | $386.3M | $346.1M | $40.2M | 15 | 26 |
| Mar 2016 | $386.3M | $346.1M | $40.2M | 15 | 26 |
| May 2015 | $323M | $280M | $43M | 16 | 26 |
| Feb 2015 | $323M | $280M | $43M | 16 | 26 |
| Feb 2015 | $323M | $280M | $43M | 16 | 26 |
| Aug 2014 | $315M | $275M | $40M | 16 | 26 |
| Jun 2014 | $315M | $275M | $40M | 16 | 26 |
| Mar 2014 | $315M | $275M | $40M | 16 | 26 |
| Nov 2013 | $275M | $275M | $0 | 11 | 11 |
| Jun 2013 | $275M | $275M | $0 | 11 | 11 |
| Feb 2013 | $125M | $125M | $0 | 10 | 11 |
| Jan 2013 | $122M | $122M | $0 | 12 | 11 |
| Dec 2012 | $122M | $122M | $0 | 12 | 11 |
| Sep 2012 | $122M | $122M | $0 | -- | 11 |
| Mar 2012 | $122M | $122M | $0 | -- | 11 |
| Jan 2012 | $75M | $75M | $0 | -- | 11 |
| Nov 2011 | $75M | $75M | $0 | -- | 11 |
DateMar 2025
Total AUM$1B
Discretionary$530.6M
Non-Disc.$479.1M
Employees20
Clients0
DateMay 2024
Total AUM$792.7M
Discretionary$365.6M
Non-Disc.$427.1M
Employees19
Clients17
DateMar 2024
Total AUM$792.7M
Discretionary$365.6M
Non-Disc.$427.1M
Employees19
Clients17
DateOct 2023
Total AUM$843.3M
Discretionary$434.9M
Non-Disc.$408.4M
Employees14
Clients9
DateMar 2023
Total AUM$843.3M
Discretionary$434.9M
Non-Disc.$408.4M
Employees14
Clients9
DateSep 2022
Total AUM$568.6M
Discretionary$515.6M
Non-Disc.$53M
Employees12
Clients13
DateMar 2022
Total AUM$568.6M
Discretionary$515.6M
Non-Disc.$53M
Employees12
Clients13
DateMay 2021
Total AUM$481.2M
Discretionary$476.2M
Non-Disc.$5M
Employees11
Clients7
DateMar 2021
Total AUM$481.2M
Discretionary$476.2M
Non-Disc.$5M
Employees11
Clients7
DateJan 2021
Total AUM$417.1M
Discretionary$416.1M
Non-Disc.$1M
Employees10
Clients13
DateJun 2020
Total AUM$417.1M
Discretionary$416.1M
Non-Disc.$1M
Employees10
Clients13
DateMar 2020
Total AUM$417.1M
Discretionary$416.1M
Non-Disc.$1M
Employees10
Clients13
DateMar 2019
Total AUM$389M
Discretionary$388M
Non-Disc.$1M
Employees12
Clients4
DateMar 2018
Total AUM$420.3M
Discretionary$420.3M
Non-Disc.$0
Employees12
Clients5
DateJul 2017
Total AUM$445.9M
Discretionary$409.5M
Non-Disc.$36.4M
Employees15
Clients26
DateMar 2017
Total AUM$445.9M
Discretionary$409.5M
Non-Disc.$36.4M
Employees15
Clients26
DateApr 2016
Total AUM$386.3M
Discretionary$346.1M
Non-Disc.$40.2M
Employees15
Clients26
DateMar 2016
Total AUM$386.3M
Discretionary$346.1M
Non-Disc.$40.2M
Employees15
Clients26
DateMay 2015
Total AUM$323M
Discretionary$280M
Non-Disc.$43M
Employees16
Clients26
DateFeb 2015
Total AUM$323M
Discretionary$280M
Non-Disc.$43M
Employees16
Clients26
DateFeb 2015
Total AUM$323M
Discretionary$280M
Non-Disc.$43M
Employees16
Clients26
DateAug 2014
Total AUM$315M
Discretionary$275M
Non-Disc.$40M
Employees16
Clients26
DateJun 2014
Total AUM$315M
Discretionary$275M
Non-Disc.$40M
Employees16
Clients26
DateMar 2014
Total AUM$315M
Discretionary$275M
Non-Disc.$40M
Employees16
Clients26
DateNov 2013
Total AUM$275M
Discretionary$275M
Non-Disc.$0
Employees11
Clients11
DateJun 2013
Total AUM$275M
Discretionary$275M
Non-Disc.$0
Employees11
Clients11
DateFeb 2013
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees10
Clients11
DateJan 2013
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees12
Clients11
DateDec 2012
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees12
Clients11
DateSep 2012
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees--
Clients11
DateMar 2012
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees--
Clients11
DateJan 2012
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees--
Clients11
DateNov 2011
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees--
Clients11