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SONE Capital Management
SONE CAPITAL MANAGEMENT, LLC is an SEC-registered investment adviser in NEW YORK, NY, registered since 2024. The firm manages approximately $1.6 billion in...
SONE Capital Management
SONE CAPITAL MANAGEMENT, LLC is an SEC-registered investment adviser in NEW YORK, NY, registered since 2024. The firm manages approximately $1.6 billion in regulatory assets. It has 11 employees and 5 investment advisers.
General information
Firm type
Single Family Office
Location
Region
North America
Country
United States
City
New York
Corporate office
West Palm Beach, FL, United States
Principals
J. Kelly Sone
President
Sector focus
Frequently asked questions
Who makes investment decisions at SONE Capital Management?
J. Kelly Sone, the founder and sole publicly named principal, controls investment decisions. He built the capital base as founder and CEO of Athene Annuity and Life Company, sold to Aviva in 2012, and retains full discretion over the family office's deployment. No investment committee or external CIO has been disclosed.
Does SONE Capital invest alongside external managers or funds?
The office operates a direct-investment model with no known commitments to external funds. SONE Capital places capital into operating companies and real estate assets directly, avoiding the fund-of-funds and manager-selection structure that characterizes many single-family offices. This posture is consistent with a principal who retains active board seats at portfolio companies.
Where does the underlying wealth come from?
The wealth traces to J. Kelly Sone's Athene Annuity and Life Company, an insurance platform he founded and built which acquired Aviva's U.S. annuity and life business for $1.55 billion in 2012. That liquidity event remains the primary disclosed source of SONE Capital's investment capital.
What does SONE Capital typically invest in?
Known allocations center on direct real estate and media assets. The real estate book includes multifamily and commercial properties concentrated in the southeastern United States. The media exposure spans traditional broadcasting and digital platforms. The office does not publicly participate in early-stage venture or structured credit.
Is SONE Capital open to outside investors?
No. SONE Capital operates exclusively as a single-family office managing the Sone family's capital. There are no known feeder vehicles, co-investment clubs, or solicitations for third-party limited partners, and no regulatory filings suggest otherwise.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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