Soundcore Capital Partners, LLC
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Learn more about Soundcore Capital Partners, LLC
Overview
Soundcore Capital Partners, LLC is a financial advisory firm located in New York, New York. The company administers $708.0 million in total assets over nine accounts, making it one of the larger financial advisory firms in the country by assets under management (AUM). It has a small group, including 9 financial advisors. Soundcore Capital Partners, LLC does not act as a registered broker-dealer, signifying that the company cannot buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer company to do so. Securities are exchangable financial assets like options, stocks and bonds.
Soundcore Capital Partners, LLC oversees all of its accounts on a discretionary basis. Discretionary management signifies that transaction decisions are made by an investment advisor without needing to seek the customer's approval. The advisory firm oversees roughly $78.7 million for each customer account. The average financial advisor at Soundcore Capital Partners, LLC manages around one client account, placing it among the most individualized financial advisor firms in the country.
Soundcore Capital Partners, LLC's main office is at 489 Fifth Avenue, New York, New York 10017. Soundcore Capital Partners, LLC is legally allowed to provide services to customers across a number of states, including New York and South Carolina.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Soundcore Capital Partners, LLC by the Numbers
$708.0 million
9
9
$78.7 million
Fee Structure
A financial advisor's fees typically vary depending on the services provided. Fee types billed by the firm most likely include the following fee structures: asset-based, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
Soundcore Capital Partners, LLC works with pooled investment vehicles. Out of its nine accounts, Soundcore Capital Partners, LLC's largest client group is pooled investment vehicles. None of the company's customers are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Soundcore Capital Partners, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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