RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 26, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
GOLDSTEIN, ROBERT, JAYICHIEF EXECUTIVE OFFICERNA Control
GOLDSTEIN, ROBERT, JAYICHIEF EXECUTIVE OFFICERNA Control
GRIFFIN, DION, LABAIRICHIEF FINANCIAL OFFICERNA Control
GRIFFIN, DION, LABAIRICHIEF FINANCIAL OFFICERNA Control
GRIFFIN, DION, LABAIRICHIEF FINANCIAL OFFICERNA Control
GRIFFIN, DION, LABAIRICHIEF FINANCIAL OFFICERNA Control
HEU-WELLER, DANIEL, RIDIRECTORNA Control
HEU-WELLER, DANIEL, RIDIRECTORNA Control
HEU-WELLER, DANIEL, R (MI ONLY)IDIRECTORNA Control
HEU-WELLER, DANIEL, R (MI ONLY)IDIRECTORNA Control
HEU-WELLER, DANIEL, R (MI ONLY)IDIRECTORNA Control
HOOD, DAVEISENIOR REAL ASSETS STRATEGIST/MANAING DIRECTORNA Control
KOUKOPOULOS, NICHOLASIHEAD OF INVESTMENTS/MANAGING DIRECTORNA Control
SILVA, EMILY, KICHIEF COMPLIANCE OFFICERNA Control
SILVA, EMILY, KICHIEF COMPLIANCE OFFICERNA Control
SILVA, EMILY, KICHIEF COMPLIANCE OFFICERNA Control
SILVA, EMILY, KICHIEF COMPLIANCE OFFICERNA Control
SILVA, EMILY, KICHIEF COMPLIANCE OFFICERNA Control
SILVA, EMILY, KICHIEF COMPLIANCE OFFICERNA Control
SILVA, EMILY, KICHIEF COMPLIANCE OFFICERNA Control
STETSON, ANNE, NMNICCO, MANAGING DIRECTOR AND GENERAL COUNSELNA Control
STETSON, ANNE, NMNICCO, MANAGING DIRECTOR AND GENERAL COUNSELNA Control
STETSON, ANNE, NMNICCO, MANAGING DIRECTOR AND GENERAL COUNSELNA Control
SZE, JULIA, WANGIMANAGING DIRECTORNA Control
SZE, JULIA, WANGIDIRECTORNA Control
TYRE, DOUGLAS, NICHIEF COMPLIANCE OFFICERNA Control
TYRE, DOUGLAS, NELSONICHIEF COMPLIANCE OFFICERNA Control
TYRE, DOUGLAS, NELSONICHIEF COMPLIANCE OFFICERNA
POMARES, RAULIMANAGING MEMBER AND CCOE Control
POMARES, RAUL, NMNIMANAGING MEMBERE Control
POMARES, RAUL, NMNIMANAGING MEMBERE Control
POMARES, RAUL, NMNIMANAGING MEMBERE Control
DAVIDSON, STUARTISENIOR MANAGING DIRECTORC Control
DAVIDSON, STUARTISENIOR MANAGING DIRECTORC Control
DAVIDSON, STUARTISENIOR MANAGING DIRECTORC Control
DAVIDSON, STUARTISENIOR MANAGING DIRECTORC Control
DAVIDSON, STUARTISENIOR MANAGING DIRECTORC Control
POMARES, RAULIMANAGING MEMBER AND CCOC Control
POMARES, RAULIMANAGING MEMBER AND CCOC Control
POMARES, RAULIMANAGING MEMBER AND CCOC Control
POMARES, RAULIMANAGING MEMBER AND CCOC Control
POMARES, RAULIFOUNDERC Control
POMARES, RAULIFOUNDERC Control
POMARES, RAULIMANAGING MEMBER AND CCOC Control
POMARES, RAULIMANAGING MEMBER AND CCOC Control
POMARES, RAULIMANAGING MEMBERC Control
POMARES, RAULIMANAGING MEMBERC Control
POMARES, RAULIMANAGING MEMBER AND CCOC Control
DAVIDSON, STUARTICHAIRMANB Control
DAVIDSON, STUARTICHAIRMANB Control
DAVIDSON, STUARTICHAIRMANB Control
DAVIDSON, STUARTICHAIRMAN/MANAGING DIRECTORB Control
DAVIDSON, STUARTISENIOR MANAGING DIRECTORB Control
DAVIDSON, STUARTICHAIRMANB Control
DAVIDSON, STUARTISENIOR MANAGING DIRECTORB Control
DAVIDSON, STUARTISENIOR MANAGING DIRECTORB Control
DAVIDSON, STUARTISENIOR MANAGING DIRECTORB Control
DAVIDSON, STUARTICHAIRMANB Control
DAVIDSON, STUART, P (MI ONLY)ICHAIRMANB Control
DAVIDSON, STUART, P (MI ONLY)ICHAIRMANB Control
DAVIDSON, STUART, P (MI ONLY)ICHAIRMANB Control
DAVIDSON, STUART, P (MI ONLY)ICHAIRMANB Control
DAVIDSON, STUART, P (MI ONLY)ICHAIRMANB Control
DAVIDSON, STUART, P (MI ONLY)ICHAIRMANB Control
DAVIDSON, STUART, P (MI ONLY)ICHAIRMANB Control
DAVIDSON, STUART, P (MI ONLY)ICHAIRMANB Control
DAVIDSON, STUART, P (MI ONLY)ICHAIRMANB Control
DAVIDSON, STUART, P (MI ONLY)ICHAIRMANB Control
DAVIDSON, STUART, P (MI ONLY)ICHAIRMANB Control
DAVIDSON, STUART, P (MI ONLY)ICHAIRMANB Control
DAVIDSON, STUART, P (MI ONLY)ICHAIRMANB Control
DAVIDSON, STUART, P (MI ONLY)ICHAIRMANB Control
DAVIDSON, STUART, P (MI ONLY)ICHAIRMANB Control
DAVIDSON, STUART, P (MI ONLY)ICHAIRMANB Control
DAVIDSON, STUART, P (MI ONLY)ICHAIRMANB Control
MACQUARIE ASSET MANAGEMENT STRATEGIC SOLUTIONS, LLCDEMEMBERB
MACQUARIE ASSET MANAGEMENT STRATEGIC SOLUTIONS, LLCDEMEMBERB
MACQUARIE ASSET MANAGEMENT STRATEGIC SOLUTIONS, LLCDEMEMBERB
MACQUARIE ASSET MANAGEMENT STRATEGIC SOLUTIONS, LLCDEMEMBERB
POMARES, RAULIFOUNDERB Control
POMARES, RAULIFOUNDER/MANAGING DIRECTORB Control
POMARES, RAULIFOUNDERB Control
POMARES, RAULIFOUNDERB Control
POMARES, RAUL, NMNIFOUNDERB Control
POMARES, RAUL, NMNIFOUNDERB Control
POMARES, RAUL, NMNIFOUNDERB Control
POMARES, RAUL, NMNIFOUNDERB Control
POMARES, RAUL, NMNIFOUNDERB Control
POMARES, RAUL, NMNIFOUNDERB Control
POMARES, RAUL, NMNIFOUNDERB Control
POMARES, RAUL, NMNIFOUNDERB Control
POMARES, RAUL, NMNIFOUNDERB Control
POMARES, RAUL, NMNIFOUNDERB Control
POMARES, RAUL, NMNIFOUNDERB Control
POMARES, RAUL, NMNIFOUNDERB Control
POMARES, RAUL, NMNIFOUNDERB Control
POMARES, RAUL, NMNIFOUNDERB Control
POMARES, RAUL, NMNIFOUNDERB Control
POMARES, RAUL, NMNIFOUNDERB Control
POMARES, RAUL, NMNIFOUNDERB Control
RRRR INVESTMENTS LLCDEOWNERB
RRRR INVESTMENTS LLCDEOWNERB
RRRR INVESTMENTS LLCDEOWNERB
RRRR INVESTMENTS LLCDEOWNERB
RRRR INVESTMENTS LLCDEOWNERB
RRRR INVESTMENTS LLCDEOWNERB
RRRR INVESTMENTS LLCDEOWNERB
RRRR INVESTMENTS LLCDEOWNERB
RRRR INVESTMENTS LLCDEOWNERB
RRRR INVESTMENTS LLCDEOWNERB
RRRR INVESTMENTS LLCDEOWNERB
RRRR INVESTMENTS LLCDEOWNERB
RRRR INVESTMENTS LLCDEOWNERB
RRRR INVESTMENTS LLCDEOWNERB
RRRR INVESTMENTS LLCDEOWNERB
RRRR INVESTMENTS LLCDEOWNERB
RRRR INVESTMENTS LLCDEOWNERB
RRRR INVESTMENTS LLCDEMEMBERB
RRRR INVESTMENTS LLCDEMEMBERB
RRRR INVESTMENTS LLCDEMEMBERB
RRRR INVESTMENTS LLCDEMEMBERB
GOLDSTEIN, ROBERT, JAYICHIEF EXECUTIVE OFFICERA Control
GOLDSTEIN, ROBERT, JAYICHIEF EXECUTIVE OFFICER/MANAGING DIRECTORA Control
GOLDSTEIN, ROBERT, JAYICHIEF EXECUTIVE OFFICERA Control
GOLDSTEIN, ROBERT, JAYICHIEF EXECUTIVE OFFICERA Control
GOLDSTEIN, ROBERT, JAYICHIEF EXECUTIVE OFFICERA Control
GOLDSTEIN, ROBERT, JAYICHIEF EXECUTIVE OFFICERA Control
GOLDSTEIN, ROBERT, JAYICHIEF EXECUTIVE OFFICERA Control
GOLDSTEIN, ROBERT, JAYICHIEF COMPLIANCE OFFICERA Control
GOLDSTEIN, ROBERT, JAYICHIEF EXECUTIVE OFFICERA Control
GOLDSTEIN, ROBERT, JAYICHIEF COMPLIANCE OFFICERA Control
GOLDSTEIN, ROBERT, JAYICHIEF EXECUTIVE OFFICERA Control
GOLDSTEIN, ROBERT, JAYICHIEF COMPLIANCE OFFICERA Control
GOLDSTEIN, ROBERT, JAYICHIEF EXECUTIVE OFFICERA Control
GOLDSTEIN, ROBERT, JAYICHIEF COMPLIANCE OFFICERA Control
GOLDSTEIN, ROBERT, JAYICHIEF EXECUTIVE OFFICERA Control
GOLDSTEIN, ROBERT, JAYICHIEF COMPLIANCE OFFICERA Control
GOLDSTEIN, ROBERT, JAYICHIEF EXECUTIVE OFFICERA Control
GOLDSTEIN, ROBERT, JAYICHIEF COMPLIANCE OFFICERA Control
GOLDSTEIN, ROBERT, JAYICHIEF EXECUTIVE OFFICERA Control
GOLDSTEIN, ROBERT, JAYICHIEF COMPLIANCE OFFICERA Control
GOLDSTEIN, ROBERT, JAYICHIEF EXECUTIVE OFFICERA Control
GOLDSTEIN, ROBERT, JAYICHIEF COMPLIANCE OFFICERA Control
GOLDSTEIN, ROBERT, JAYICHIEF EXECUTIVE OFFICERA Control
GOLDSTEIN, ROBERT, JAYICHIEF COMPLIANCE OFFICERA Control
GOLDSTEIN, ROBERT, JAYICHIEF EXECUTIVE OFFICERA Control
GOLDSTEIN, ROBERT, JAYICHIEF COMPLIANCE OFFICERA Control
GOLDSTEIN, ROBERT, JAYICHIEF EXECUTIVE OFFICERA Control
GOLDSTEIN, ROBERT, JAYICHIEF COMPLIANCE OFFICERA Control
GOLDSTEIN, ROBERT, JAYICHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICERA Control
GOLDSTEIN, ROBERT, JAYICHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICERA Control
GOLDSTEIN, ROBERT, JAYICHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICERA Control
GOLDSTEIN, ROBERT, JAYICHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICERA Control
HUME KOUKOPOULOS FAMILY TRUSTDEOWNERA
HUME KOUKOPOULOS FAMILY TRUSTDEOWNERA
HUME KOUKOPOULOS FAMILY TRUSTDEOWNERA
HUME KOUKOPOULOS FAMILY TRUSTDEOWNERA
HUME KOUKOPOULOS FAMILY TRUSTDEOWNERA
KOUKOPOULOS, NICHOLASIHEAD OF INVESTMENTSA Control
KOUKOPOULOS, NICHOLASIHEAD OF INVESTMENTSA Control
KOUKOPOULOS, NICHOLASIHEAD OF INVESTMENTSA Control
KOUKOPOULOS, NICHOLASIHEAD OF INVESTMENTSA Control
KOUKOPOULOS, NICHOLASICHIEF INVESTMENT OFFICERA Control
KOUKOPOULOS, NICHOLASICHIEF INVESTMENT OFFICERA Control
RRRR INVESTMENTS LLCDEOWNERA
RRRR INVESTMENTS LLCDEOWNERA
RRRR INVESTMENTS LLCDEOWNERA
RRRR INVESTMENTS LLCDEOWNERA
RRRR INVESTMENTS LLCDEOWNERA
RRRR INVESTMENTS LLCDEOWNERA
SZE, JULIA, WANGIMANAGING DIRECTORA Control
SZE, JULIA, WANGIMANAGING DIRECTORA Control
SZE, JULIA, WANGIMANAGING DIRECTORA Control
SZE, JULIA, WANGIMANAGING DIRECTORA Control
SZE, JULIA, WANGIMANAGING DIRECTORA Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
MACQUARIE ASSET MANAGEMENT HOLDINGS PTY LIMITEDFEMACQUARIE ASSET MANAGEMENT US HOLDINGS PTY LIMITEDE
MACQUARIE ASSET MANAGEMENT HOLDINGS PTY LIMITEDFEMACQUARIE ASSET MANAGEMENT US HOLDINGS PTY LIMITEDE
MACQUARIE ASSET MANAGEMENT HOLDINGS PTY LIMITEDFEMACQUARIE ASSET MANAGEMENT US HOLDINGS PTY LIMITEDE
MACQUARIE ASSET MANAGEMENT US HOLDINGS PTY LIMITEDFEMACQUARIE FG HOLDINGS, INC.E
MACQUARIE ASSET MANAGEMENT US HOLDINGS PTY LIMITEDFEMACQUARIE FG HOLDINGS, INC.E
MACQUARIE ASSET MANAGEMENT US HOLDINGS PTY LIMITEDFEMACQUARIE FG HOLDINGS, INC.E
MACQUARIE FG HOLDINGS, INC.DEMACQUARIE ASSET MANAGEMENT STRATEGIC SOLUTIONS, LLCE
MACQUARIE FG HOLDINGS, INC.DEMACQUARIE ASSET MANAGEMENT STRATEGIC SOLUTIONS, LLCE
MACQUARIE FG HOLDINGS, INC.DEMACQUARIE ASSET MANAGEMENT STRATEGIC SOLUTIONS, LLCE
MACQUARIE GROUP LIMITEDFEMACQUARIE ASSET MANAGEMENT HOLDINGS PTY LIMITEDE
MACQUARIE GROUP LIMITEDFEMACQUARIE ASSET MANAGEMENT HOLDINGS PTY LIMITEDE
MACQUARIE GROUP LIMITEDFEMACQUARIE ASSET MANAGEMENT HOLDINGS PTY LIMITEDE
MCCAW, JOHN, EIRRRR INVESTMENTS LLCE
MCCAW, JOHN, EIRRRR INVESTMENTS LLCE
MCCAW, JOHN, EIRRRR INVESTMENTS LLCE
MCCAW, JOHN, EIRRRR INVESTMENTS LLCE
MCCAW, JOHN, EIRRRR INVESTMENTS LLCE
MCCAW, JOHN, EIRRRR INVESTMENTS LLCE
MCCAW, JOHN, EIRRRR INVESTMENTS LLCE
MCCAW, JOHN, EIRRRR INVESTMENTS LLCE
MCCAW, JOHN, EIRRRR INVESTMENTS LLCE
MCCAW, JOHN, EIRRRR INVESTMENTS LLCE
MCCAW, JOHN, EIRRRR INVESTMENTS LLCE
MCCAW, JOHN, EIRRRR INVESTMENTS LLCE
MCCAW, JOHN, EIRRRR INVESTMENTS LLCE
MCCAW, JOHN, EIRRRR INVESTMENTS LLCE
MCCAW, JOHN, EIRRRR INVESTMENTS LLCE
MCCAW, JOHN, EIRRRR INVESTMENTS LLCE
MCCAW, JOHN, EIRRRR INVESTMENTS LLCE
MCCAW, JOHN, EIRRRR INVESTMENTS LLCE
MCCAW, JOHN, EIRRRR INVESTMENTS LLCE
MCCAW, JOHN, EIRRRR INVESTMENTS LLCE
MCCAW, JOHN, EIRRRR INVESTMENTS LLCE
MCCAW, JOHN, EIRRRR INVESTMENTS LLCE
MCCAW, JOHN, EIRRRR INVESTMENTS LLCE
MCCAW, JOHN, EIRRRR INVESTMENTS LLCE
MCCAW, JOHN, EIRRRR INVESTMENTS LLCE
MCCAW, JOHN, EIRRRR INVESTMENTS LLCE
HUME, CAROLYN, LIHUME KOUKOPOULOS FAMILY TRUSTD Control
HUME, CAROLYN, LIHUME KOUKOPOULOS FAMILY TRUSTD Control
HUME, CAROLYN, LIHUME KOUKOPOULOS FAMILY TRUSTD Control
HUME, CAROLYN, LIHUME KOUKOPOULOS FAMILY TRUSTD Control
HUME, CAROLYN, LIHUME KOUKOPOULOS FAMILY TRUSTD Control
KOUKOPOULOS, NICHOLASIHUME KOUKOPOULOS FAMILY TRUSTD Control
KOUKOPOULOS, NICHOLASIHUME KOUKOPOULOS FAMILY TRUSTD Control
KOUKOPOULOS, NICHOLASIHUME KOUKOPOULOS FAMILY TRUSTD Control
KOUKOPOULOS, NICHOLASIHUME KOUKOPOULOS FAMILY TRUSTD Control
KOUKOPOULOS, NICHOLASIHUME KOUKOPOULOS FAMILY TRUSTD Control

Registrations

Federal

IA
Mar 26, 2025 REGISTERED

Notice Filings (3)

CA MA NY

Address

101 MONTGOMERY STREET
SUITE 2150
SAN FRANCISCO, CA 94104
United States
Phone: 415-534-4444