Sonata Capital Group

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Sonata Capital Group Overview

Type
Multi Family Office
Year Founded

General Information

Sonata Capital Group is a multi-family office headquartered in Seattle. Founded in 2000 by investment professionals after careers in asset management, the firm offers discretionary wealth management, investment advisory and planning services to affluent families, entrepreneurs and nonprofits across the western United States, overseeing roughly $300 million in assets—advises affluent families on global asset allocation and philanthropic planning.

Contact Information

Year Founded:

Investment Focus & Strategy

Open To First Time Funds:
Institution Type:
Multi Family Office

Leadership & Principals

Corporate Office:
Seattle, WA, United States

Portfolio & Notable Allocations

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