Soundhaven Capital Management

Overview

Soundhaven Capital Management is an independent Registered Investment Adviser structured as a limited liability company and SEC-registered in 2024. The firm serves a mix of individual and family clients alongside institutional relationships, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee model combines a percentage-of-AUM component with fixed fees, which shapes the firm’s emphasis on scalable investment vehicles and cost-aware portfolio construction. Investment activity favors publicly available pooled vehicles: the firm’s asset mix is concentrated in mutual funds and other public fund wrappers rather than direct single-stock concentration or in-house alternative platforms. Soundhaven does not act as a capital allocator to third‑party alternative managers and is not characterized as an active ESG investor. Services are delivered both on a discretionary and non‑discretionary basis, reflecting flexibility for clients who want hands-on control as well as those who prefer delegated portfolio management.

Assets & Accounts

Investments & Alternatives

Location & Offices