Sound Mark Partners, Llc (Greenwich)
Sound Mark Partners, Llc Is a Large Advisory Firm Based in Greenwich. It Manages $322.62 Million of Regulatory Assets for 2 Client Accounts. It Has Been...
Sound Mark Partners, LLC is a large advisory firm based in Greenwich. It manages $322.62 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Connecticut.
Sound Mark Partners provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Sound Mark Partners: assets under management
The assets under management (AUM) of Sound Mark Partners, LLC is $322.62 million. The firm's AUM has grown by 61% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $247.9 million in discretionary accounts and $74.72 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $247.9 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $74.72 million.
Sound Mark Partners has custody of $247.9 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.
Investments
The firm invests in other assets the most. They account for 100% of the total AUM.
Sarah Jenkins is a veteran tech journalist with over 12 years of experience covering artificial intelligence, mobile innovations, and digital ethics. Her insights have appeared in leading technology publications worldwide.
