# Sone Capital Management, LLC

> Sone Capital Management, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2024, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 331656
- Filed as: SONE CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/331656
- AdvisorCensus page: https://advisorcensus.com/firm/sone-capital-management-llc-new-york-ny-331656

## Quick answers

**How is Sone Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Sone Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Sone Capital Management, LLC located?**
Sone Capital Management, LLC's principal office is in New York, NY, according to its Form ADV.

**Is Sone Capital Management, LLC registered with the SEC or a state?**
Sone Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 331656.

**How much does Sone Capital Management, LLC manage?**
Sone Capital Management, LLC reports $1,611,779,750 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**How have Sone Capital Management, LLC's assets and staff changed since 2024?**
In the Form ADV data for Sone Capital Management, LLC: Regulatory assets under management: $1,032,333,784 in the October 2025 data and $1,611,779,750 in the October 2026 data, up 56%. Total employees: 6 in October 2024 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Sone Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (9).

**Does Sone Capital Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/331656

**What changed in Sone Capital Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $1,032,333,784 to $1,611,779,750 (+56%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $1,611,779,750
- Discretionary: $1,611,779,750
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 9 | $1,611,779,750 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 11 total, 5 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [sonecap.com](https://sonecap.com)
- LinkedIn @sone-capital-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | Not reported | 6 | June 12, 2024 |
| October 2025 | $1,032,333,784 | 11 | April 24, 2025 |
| October 2026 | $1,611,779,750 | 11 | March 26, 2026 |

Regulatory assets under management: $1,032,333,784 in the October 2025 data and $1,611,779,750 in the October 2026 data, up 56%.
Total employees: 6 in October 2024 and 11 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,032,333,784 to $1,611,779,750 (+56%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sone Capital Management, LLC (CRD 331656): Form ADV filing data as of October 2026.