Sonder Partners, LLC
Firm details
- Headquarters
- ,
- CRD number
- 336828
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Fixed Fees, Other
- Client types
- HNWI91.83%
- Individuals8.17%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Sonder Partners, LLC is a small, owner-operated investment adviser focused on managing portfolios for individuals and families, with an emphasis on discretionary portfolio management and selecting outside managers when appropriate. The firm operates as a capital allocator—building client portfolios that combine liquid public equities with third‑party alternative funds and private placements. Its stated fee model includes fixed fees and other fee arrangements rather than a standard percentage-only model. Investment activity centers on equity exposure, with exchange‑traded equities representing the largest portion of assets under management. The firm uses active selection of external managers for alternatives and integrates corporate debt and mutual funds into client portfolios for income and core diversification. Sonder Partners does not position itself as an ESG investor and maintains a single-office operating footprint.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities73%
- Public Funds/Mutual Funds23%
- Investment Grade Corp Bonds3%
- Cash & Cash Equivalents1%
Contacts
2 of 2
Charles Burdette
Co-Founder & Managing PartnerCRD 4984208

Jason Pinkham
Co-Founder and Managing PartnerCRD 4606963
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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