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Sonen Capital
Sonen Capital operates from San Francisco as a dedicated impact investment advisor and Outsourced Chief Investment Officer.
Sonen Capital
Sonen Capital operates from San Francisco as a dedicated impact investment advisor and Outsourced Chief Investment Officer. The firm partners with families, foundations, and institutional investors globally to tailor investment solutions that integrate social and environmental goals with financial objectives. Its name, derived from Social and Environmental investing, signals a conviction that competitive returns and lasting positive impact are mutually reinforcing. The firm deploys capital across a full asset-class spectrum through fund-of-funds vehicles and custom managed accounts. Its approach spans global real assets diversified across sectors, investment stages, and geographies. Client portfolios are built to reflect specific impact themes, with a framework-driven diligence process connecting long-term goals to qualifiable metrics. Sonen's reach extends into emerging markets; in April 2025 it hosted a delegation of 28 Chilean tech companies as part of ProChile USA's ChileTechTour, a mission to accelerate the internationalization of Chile's technology sector. Sonen Capital's investment committee averages 20 years of investment experience and 22 years of impact-specific experience. The firm maintains affiliations with leading values-aligned organizations through signatory, membership, or partnership relationships. It is a certified B Corporation with an overall B Impact Score of 149.6, well above the 80 required for certification. The firm provides clients with access to reporting through both Addepar and SS&C platforms. Structurally, Sonen acts as a rare outsourced CIO built entirely around impact. Rather than bolting an ESG screen onto a conventional allocation, it begins each engagement with board-level education and co-creates an impact investment policy statement. This process-first architecture makes the firm a field builder, shaping how capital is mobilized, rather than simply a manager selecting funds.
General information
Firm type
Real Assets
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
San Francisco
Corporate office
101 Montgomery Street, Suite 2150, San Francisco, CA 94104, United States
Principals
Julia Sze
Panelist
Sector focus
Frequently asked questions
How does Sonen Capital construct an impact portfolio?
Sonen begins with board-level education and collaborative policy design, formally codified in an impact investment policy statement. From there it constructs custom portfolios spanning global real assets, public and private markets, using a framework-driven diligence process that ties every allocation to specific, measurable impact outcomes. Portfolios are executed through fund-of-funds vehicles and separately managed accounts. (per firm website)
Does Sonen operate as a multi-family office or a dedicated impact manager?
Sonen functions as an Outsourced Chief Investment Officer and Investment Advisor, not a multi-family office. It partners with families, foundations, and institutions, but the relationship is built around a full investment mandate rather than family office services. Every engagement starts with defining a values-aligned strategy, which then drives the entire portfolio construction.
What geographies does Sonen Capital target in its portfolios?
Sonen builds globally diversified portfolios. Its diligence and deal-sourcing network extends across developed and emerging markets. In April 2025, the firm hosted a delegation of 28 Chilean technology companies alongside ProChile USA as part of a tour to connect Chilean innovators with impact-oriented capital, signaling a growing focus on Latin America.
Is Sonen Capital's impact performance verified by any external standard?
Sonen Capital is a certified B Corporation, a designation that requires meeting rigorous standards of social and environmental performance, accountability, and transparency. As of its last certification, the firm scored 149.6 on the B Impact Assessment—nearly twice the median score for ordinary businesses and well above the 80-point certification threshold. (per firm website)
How does Sonen work with other advisors and institutions?
Sonen offers white-labeled impact solutions for financial advisors, consultancies, and asset managers who need impact integration but lack specialized in-house resources. The firm provides turn-key impact funds with low minimums and fees, custom mandate construction, and the same rigorous diligence and proprietary impact reporting that its direct clients receive. (per firm website)
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