Sound Capital Solutions LLC
Firm details
- Headquarters
- ,
- CRD number
- 311034
- Registered since
- January 5, 2024
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Sound Capital Solutions LLC is organized as a limited liability company and operates as an institutional registered investment adviser. The firm is listed as SEC-registered in 2024 and serves an institutional client base, providing portfolio management services specifically for investment companies. Ownership is recorded as involving a domestic entity and an individual. Fee arrangements include both a percentage-of-AUM schedule and fixed fees. The firm does not function as a capital allocator and is not identified as a multi-state adviser or a pension consultant. It is described as an active ESG investor, which suggests ESG considerations are incorporated into its investment decision-making and manager selection.
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
Owners & executives
2 of 2
Nicholas Dalmaso
CEOCRD 2246955

Robert Flood
Chief Financial OfficerCRD 6529155
Contacts
1 of 1
Mark Mcgannon
Managing DirectorCRD 1671343
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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