Sonen Capital LLC

Sonen Capital provides fee-based investment management and advisory services tailored to individual and institutional clients who want to integrate social and environmental impact goals into their portfolios. Sonen Capital builds customized, multi-strategy portfolios using tactical asset allocation and third-party manager selection across various asset classes, including public equities, debt securities, mutual funds, real estate, private equity, and hedge funds. The team works closely with clients to design strategies that align with both their financial objectives and specific impact themes, such as climate change mitigation, clean energy, community development, and education. Services can be provided on an authority-to-trade-without-asking basis or a non-authority basis, depending on client preference.