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Sonar Capital Management, LLC (Boston)


Sonar Capital Management, LLC is a large advisory firm based in Boston. It manages $317.17 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Connecticut and Massachusetts.

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Sonar Capital Management provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sonar Capital Management: assets under management

The assets under management (AUM) of Sonar Capital Management, LLC is $317.17 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 77% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $317.17 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $79.29 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sonar Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. 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.

Based in Boston

The principal office where Sonar Capital Management, LLC performs its advisory services is located at 75 Park Plaza, Boston, MA 02116, which is also the mailing address of the firm. An additional office of the firm is in Fairfield, CT. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-956-3800 or by fax 617-956-3801. The normal business hours are 8:00 am - 6:00 pm on Monday - Friday. You can find more information about the New York firm at www.sonarpartners.com.


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