SONNET, LLC

Overview

Sonnet, LLC is a fee-based wealth manager focused on individuals and families, with an advisory license effective in 2025. The firm’s mandate centers on discretionary portfolio management, with additional services that include portfolio management for small businesses and for larger business or institutional clients, plus pension consulting. Sonnet favors listed equity exposure as the primary building block of client portfolios and charges clients based on a percentage of assets under management. The firm does not operate as a capital allocator or run its own private funds, and it does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices