Sonder Partners, LLC

RIASEC Registered
Total AUM
$3.8M
Discretionary
$3.8M
100% of AUM
Avg account
$313K
Accounts
12
Employees
2
Advisory reps
2

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 73%, Public Funds/Mutual Funds 23%, Investment Grade Corp Bonds 3%, Cash & Cash Equivalents 1%73%
  • Exchange Traded Equities73%
  • Public Funds/Mutual Funds23%
  • Investment Grade Corp Bonds3%
  • Cash & Cash Equivalents1%

Contacts

2 of 2
  • Charles Burdette

    Charles Burdette

    Co-Founder & Managing PartnerCRD 4984208

  • Jason Pinkham

    Jason Pinkham

    Co-Founder and Managing PartnerCRD 4606963

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth