Insights

Impact Investing Focus Sonen Capital specializes in impact investment solutions across all asset classes, providing a unique opportunity to collaborate on tailored investment strategies that align financial returns with social and environmental goals. This focus makes them an ideal partner for firms offering impact measurement tools, ESG data services, or sustainable finance products.

Strategic Growth and Recognition Recent awards and leadership promotions, including the ThinkAdvisor LUMINARIES award and new executive appointments, highlight Sonen Capital's expanding influence and reputation in impact investing. This presents opportunities for consulting firms, technology providers, or service vendors seeking to support their strategic growth initiatives.

Client-Centric Custom Solutions With a client-first philosophy emphasizing bespoke portfolios for families, foundations, and institutions, Sonen Capital values innovative solutions that enhance client experience. Companies offering advanced CRM, client reporting, or impact tracking technology could add value to their offerings.

Partnerships and Capital Investment The firm has attracted strategic minority investments from major players like Macquarie Asset Management and regularly engages in asset acquisitions, indicating openness to financial and strategic collaborations. This creates potential sales opportunities for financial advisors, investment platforms, or co-investment opportunities.

Technology Ecosystem Sonen Capital employs a range of web and data technologies, suggesting a tech-savvy organization open to digital solutions that streamline investment management, data analytics, or cybersecurity. This environment is conducive for vendors offering enterprise software, data security, or fintech innovations tailored to asset managers.

Sonen Capital LLC Tech Stack

Sonen Capital LLC uses 8 technology products and services including Tableau, Open Graph, Isotope, and more. Explore Sonen Capital LLC's tech stack below.

  • Tableau
    Business Intelligence
  • Open Graph
    Content Management System
  • Isotope
    Javascript Libraries
  • Modernizr
    Javascript Libraries
  • Slick
    Javascript Libraries
  • X-XSS-Protection
    Security
  • GoDaddy
    Web Hosting
  • Twenty Twenty
    Web Platform Extensions

Media & News

Sonen Capital LLC's Email Address Formats

Sonen Capital LLC uses at least 1 format(s):
Sonen Capital LLC Email FormatsExamplePercentage
FLast@sonencapital.comJDoe@sonencapital.com
100%

Frequently Asked Questions

Where is Sonen Capital LLC's headquarters located?

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Sonen Capital LLC's main headquarters is located at San Francisco, California 94126 United States. The company has employees across 2 continents, including North AmericaAfrica.

What is Sonen Capital LLC's phone number?

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You can contact Sonen Capital LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Sonen Capital LLC's official website and social media links?

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Sonen Capital LLC's official website is sonencapital.com and has social profiles on LinkedInCrunchbase.

What is Sonen Capital LLC's NAICS code?

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Sonen Capital LLC's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Sonen Capital LLC have currently?

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As of June 2026, Sonen Capital LLC has approximately 29 employees across 2 continents, including North AmericaAfrica. Key team members include Head Of Client Relations: M. B.Managing Director & Head Of Impact Engagement: A. F.Managing Director-Head Of Public Markets: L. B.. Explore Sonen Capital LLC's employee directory with LeadIQ.

What industry does Sonen Capital LLC belong to?

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Sonen Capital LLC operates in the Investment Management industry.

What technology does Sonen Capital LLC use?

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Sonen Capital LLC's tech stack includes TableauOpen GraphIsotopeModernizrSlickX-XSS-ProtectionGoDaddyTwenty Twenty.

What is Sonen Capital LLC's email format?

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Sonen Capital LLC's email format typically follows the pattern of FLast@sonencapital.com. Find more Sonen Capital LLC email formats with LeadIQ.

When was Sonen Capital LLC founded?

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Sonen Capital LLC was founded in 2011.

Sonen Capital LLC

Investment ManagementCalifornia, United States11-50 Employees

Sonen Capital LLC is an independent impact investment OCIO and advisory firm based in San Francisco, California. It works with families, foundations, endowments and institutions to design customized portfolios across all asset classes, aiming to deliver competitive financial returns alongside measurable social and environmental impact. Founded in 2011 and majority employee-owned, the firm operates as a certified B Corp with a 149.6 B Impact Score and draws on decades of impact-investment experience. In the investment-management landscape, Sonen positions itself as an independent partner delivering client-centric solutions that integrate risk discipline with returns across multiple impact themes. In July 2024, Sonen promoted Carolyn Ezelino to Managing Director and Head of Research, reflecting ongoing leadership development within the firm.

Section iconCompany Overview

Headquarters
San Francisco, California 94126 United States
Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
2011
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    Sonen Capital LLC's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Sonen Capital LLC's revenue is estimated to be in the range of $25M$50M

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