# Songbird Capital, LLC

> Songbird Capital, LLC is a state-registered investment advisory firm in Princeton, NJ, registered since 2011, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 158074
- Filed as: SONGBIRD CAPITAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Princeton, NJ
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/158074
- AdvisorCensus page: https://advisorcensus.com/firm/songbird-capital-llc-princeton-nj-158074

## Quick answers

**How is Songbird Capital, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Songbird Capital, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Songbird Capital, LLC located?**
Songbird Capital, LLC's principal office is in Princeton, NJ, according to its Form ADV.

**Is Songbird Capital, LLC registered with the SEC or a state?**
Songbird Capital, LLC is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 158074.

**How much does Songbird Capital, LLC manage?**
Songbird Capital, LLC reports $84,433,578 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (82% discretionary).

**What types of clients does Songbird Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (31); individuals (other than high net worth individuals) (27); corporations or other businesses not listed above (9).

**Does Songbird Capital, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/158074

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $84,433,578
- Discretionary: $69,146,099
- Non-discretionary: $15,287,479

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 27 | $6,446,360 |
| High net worth individuals | 31 | $67,912,791 |
| Charitable organizations | 3 | $307,654 |
| Corporations or other businesses not listed above | 9 | $9,766,773 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2011 (15 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- songbird-capital.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Songbird Capital, LLC (CRD 158074): Form ADV filing data as of October 2026.