Important Disclosure

There can be no assurances that investments Sonen recommends will achieve their investment objective or have positive returns; all investments carry a risk of loss, including a loss of capital. You may have a gain or loss when selling your investments.


The investments Sonen recommends are principally subject to investment risks associated with investment in global public equity securities, and with the other security and asset types. Foreign and emerging market securities involve certain risks such as currency volatility, political and social instability and reduced market liquidity. Investments in bonds are subject to credit, prepayment, call and interest rate risk. As interest rates rise the value of bond prices will decline. The recommended investments are also subject to the risks associated with utilizing investment managers and investing in investment funds.


Investments in global real assets include investments in industries that involve activities related to energy, natural resources, real estate, commodities, infrastructure and other real assets that may be more susceptible to adverse developments affecting one or more of these industries and may perform poorly during a downturn in any of those industries. They may involve greater exposure to adverse economic, regulatory, political, legal, and other changes affecting such securities. Investments in real assets may be illiquid and there may be no readily available market for them and therefore, may increase the risk of loss.


Sonen Capital, LLC is a federally registered investment advisor having its principal place of business in the state of California. This website does not constitute an offer to sell or a solicitation of an offer to buy any security, equity, debt, or other investment.


The information set forth herein does not purport to be complete or up to date.  Certain information included herein is subject to change, without prior notice. Sonen has assumed no duty to update the information.

Sonen is committed to finding and retaining diverse employees and strives to foster an equitable and inclusive working environment where all employees feel comfortable being themselves. The firm provides equal employment opportunity on all open positions regardless of race, gender, sexual orientation, ethnicity, religion, or disability. The firm also considers diversity factors when sourcing services from third-party agents such as vendors. The firm will increasingly monitor DEI information for third-party agents and incorporate this information into our business decisions, seeking to contract with businesses owned by underrepresented groups when possible. Sonen incorporates diversity, equity, and inclusion factors in our investment and portfolio management processes.  We will seek to incorporate DEI characteristics in our investment decisions that reflect fund manager diversity, diversity of leadership of underlying companies in our fund exposures, and diversity of customers served or if goods and services are provided to diverse consumers and clients. Ultimately, we believe our success and the success of our clients are directly linked to our culture of respect, equality and inclusion, which promotes innovation and stronger decision making within portfolio management.


We value our clients’ privacy highly and through abiding by our firm privacy policy and strict internal controls we work hard to ensure it is maintained. Sonen employees will not release confidential client information to any person not associated with Sonen, except to the extent necessary and appropriate to those

  • concerned with negotiating or executing a transaction,
  • entitled to the information on behalf of the Client,
  • third party service providers with which Sonen contracts if such information is necessary to carry out the assigned responsibilities and only for that purpose, and with the same high level of confidentiality with which Sonen treats such information,
  • a client directs Sonen to disclose such confidential information,
  • Sonen is authorized by law to make such disclosure.

Sonen provides notice to its Clients describing Sonen’s privacy policies, as required by law. Sonen ensures that appropriate safeguards are in place to ensure privacy of Client information, including placing sensitive information behind password protection on computer systems and limiting access to those personnel with a “need to know”.


All content on this site is protected by copyright. Except as specifically permitted herein, no portion of the information on may be reproduced in any form, or by any means, without prior written permission from Sonen Capital LLC. Visitors or users are not permitted to modify, distribute, publish, transmit or create derivative works of any material found on for any public or commercial purposes.


Photographs of San Francisco by Henry L. Photography –


Trademarks, logos and service marks (“Marks”) displayed on this are the property of Sonen Capital LLC or other third parties. Users are not permitted to use these Marks without the prior written consent of Sonen Capital LLC or such third party which may own the Mark. “Sonen Capital” is a registered trademark of Sonen Capital LLC.


No Rendering of Advice

SONEN CAPITAL LLC (“Sonen”) is a Registered Investment Advisor registered with the United States Securities and Exchange Commission (“SEC”). Sonen provides asset management and related services for clients nationally. Sonen will file and maintain all applicable licenses as required by the SEC. Sonen renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion.


This web site is intended to provide general information about Sonen. It is not intended to offer investment advice. Information regarding investment products and services is provided solely to include information about our investment philosophy, our strategies and to enable you to contact us for further information. Presentation of the information via the internet is not intended to create, and receipt does not constitute, a client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the services of a professional accountant, attorney and/or financial advisor.


Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law. Clients should seek the advice of an accountant or certified public accountant (CPA).

Accuracy of Information

While we use reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in or made available through this website is accurate, complete, reliable, current or error-free. We assume no liability or responsibility for any errors or omissions in the content of this website or such other materials or communications.

Disclaimer of Warranties and Limitations of Liability

This website is provided on an “as is” and “as available” basis. Use of this website is at your own risk. To the extent permitted by law, Sonen disclaims all warranties of any kind, whether express, implied, or statutory, with respect to this website, and disclaims all liability to any person for any loss which may arise from relying upon or using information contained in this website. The information on this website is not guaranteed or promised to be current, accurate, or complete.


This website is designed for use within the United States. Some aspects of this website may not be available or permitted to be used outside the U.S. If you access or use this website outside the U.S., you are responsible for complying with all applicable U.S. and foreign laws. Neither we nor our suppliers shall be liable for any damages of any kind with the use of this website.

Links to Third Party Websites

For your convenience, this website may contain hyperlinks to websites and servers maintained by third parties. We do not control, evaluate, endorse or guarantee content found in those sites. We do not assume any responsibility or liability for the actions, products, services and content of these sites or the parties that operate them. Your use of such sites is entirely at your own risk.


Sonen will provide all prospective clients with a copy of our current Form ADV Brochure and any Brochure Supplement prior to commencing an advisory relationship. Existing clients will receive a copy of these documents on an annual basis.


The information provided about the aggregate experience of the Sonen Capital team is based on work that each of them did with former firms, and not as part of the Sonen Capital team (and with others who are not on the Sonen Capital team).

Unsolicited Confidential Information

Sonen will have no duty to keep any unsolicited information confidential prior to the formation of a client relationship. If you are not yet a client, you should not send confidential information to Sonen, unless Sonen has expressly authorized you to do so.


If you have any questions regarding compliance and regulatory information, please Contact Us at [email protected].