Soundbridge Capital Management,LLC is an adviser based in San Francisco. It manages $7.49 million of regulatory assets for 25 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California and Texas.
Soundbridge Capital Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Soundbridge Capital Management,LLC is $7.49 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -73% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Soundbridge Capital Management,LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Soundbridge Capital Management,LLC performs its advisory services is located at 505 Montgomery Street, San Francisco, CA 94111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-375-4088. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.soundbridgecapital.com.