RIA Intelligence

SOUND MARK PARTNERS, LLC

CRD #169037 SEC #801-78564 GREENWICH, CT 203-413-4280
SEC Registered Private Funds
Total AUM
$315.3M
Discretionary
$315.3M
Employees
7
Clients
0
Accounts
3

AUM Over Time

DateMar 2025
Total AUM$315.3M
Discretionary$315.3M
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$405.6M
Discretionary$369.3M
Non-Disc.$36.4M
Employees8
Clients0
DateJan 2024
Total AUM$405.6M
Discretionary$369.3M
Non-Disc.$36.4M
Employees7
Clients0
DateApr 2023
Total AUM$444.5M
Discretionary$344M
Non-Disc.$100.5M
Employees7
Clients0
DateMar 2023
Total AUM$444.5M
Discretionary$344M
Non-Disc.$100.5M
Employees7
Clients0
DateMar 2022
Total AUM$398.9M
Discretionary$311.5M
Non-Disc.$87.4M
Employees7
Clients0
DateMar 2021
Total AUM$315.7M
Discretionary$228.2M
Non-Disc.$87.4M
Employees7
Clients0
DateMar 2020
Total AUM$346.5M
Discretionary$243M
Non-Disc.$103.5M
Employees7
Clients0
DateMar 2019
Total AUM$322.6M
Discretionary$247.9M
Non-Disc.$74.7M
Employees5
Clients0
DateMar 2018
Total AUM$283M
Discretionary$250.7M
Non-Disc.$32.3M
Employees5
Clients0
DateMar 2017
Total AUM$259.3M
Discretionary$229M
Non-Disc.$30.4M
Employees5
Clients1
DateMar 2016
Total AUM$262.3M
Discretionary$231.9M
Non-Disc.$30.4M
Employees4
Clients1
DateMar 2015
Total AUM$283M
Discretionary$228M
Non-Disc.$55M
Employees3
Clients1
DateJan 2014
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees4
Clients0