SOUNDWATCH CAPITAL, LLC
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 173151
- Registered since
- November 25, 2014
- Website
- www.soundwatch.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- Other Investment Advisers83.94%
- Investment Companies16.06%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Soundwatch Capital, LLC is a privately organized limited liability company that has been SEC-registered since 2014. The firm serves institutional clients and provides portfolio management services for investment companies as well as for businesses and other institutions. Its advisory fees are charged as a percentage of assets under management. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not described as a capital allocator or pension consultant in the available records. It also reports affiliations consistent with acting as an investment adviser and as a sponsor or managing member of pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities82%
- US Government Bonds13%
- Cash & Cash Equivalents4%
- Public Funds/Mutual Funds1%
Owners & executives
1 of 1ROBERT HAMMER
Co-Founder and CIOCRD 5736122
Contacts
2 of 2DIMITRIS MARKOPOULOS
Managing DirectorCRD 5157993
Maxwell Baker
Associate AttorneyCRD 7426522
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 41Active vs passive
$773M in ETFs
98%
$757M
1%
$15.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $355M | 543,836 | 45.96% |
Location
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 3090 Nowitzki Way
- Time zone
- CT (UTC-6)
- Office locations
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