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Sonenshine Fulford Group
Sonenshine Fulford Group was founded by Paul Sonenshine and Andrew Fulford, both of whom built careers as investment bankers at firms such as Lehman...
Sonenshine Fulford Group
Sonenshine Fulford Group was founded by Paul Sonenshine and Andrew Fulford, both of whom built careers as investment bankers at firms such as Lehman Brothers and Merrill Lynch. The firm bills itself as a boutique advisory and multi-family office, bridging investment banking services with family office-style relationship management. It serves ultra-high-net-worth families, endowments, and institutions. The firm's core activity is M&A advisory and capital raising, particularly in situations requiring confidentiality and strategic nuance. It covers sectors including technology, media, healthcare, and business services. The team provides direct advisory mandates rather than pursuing a pooled fund structure, operating as a neutral intermediary. Sonenshine Fulford Group maintains a lean team model with a senior-led approach. It has not disclosed any philanthropic structures or operating-company holdings. The firm operates from an undisclosed location, and no additional offices have been confirmed. The firm's key structural differentiator is its independence from large banking platforms, allowing it to offer conflict-free advice without proprietary trading or lending motives. This positions it as a credible advisor for families seeking discreet, objective guidance on complex transactions.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
null
Country
null
City
null
Corporate office
null
Frequently asked questions
Who runs investment decisions at Sonenshine Fulford Group?
The firm is led by co-founders Paul Sonenshine and Andrew Fulford, both with backgrounds in investment banking. They oversee all client mandates and strategic decisions.
Does Sonenshine Fulford Group operate as a single family office or something different?
The firm operates as a multi-family office and advisory boutique, serving multiple wealthy families and institutional clients rather than a single family.
What investment banking services does Sonenshine Fulford Group offer?
The firm advises on mergers and acquisitions, capital raising, and strategic alternatives. It does not manage a pooled investment fund but executes advisory mandates.
Which sectors does Sonenshine Fulford Group focus on?
The firm covers technology, media, healthcare, and business services. It targets situations requiring senior-level attention and confidentiality.
How does Sonenshine Fulford Group differentiate from large investment banks?
The firm operates as an independent, conflict-free advisor without proprietary trading or lending, allowing unbiased guidance for families and institutions.
Is Sonenshine Fulford Group a family office or a registered investment advisor?
It is structured as a boutique advisory and multi-family office, not a registered investment advisor managing discretionary capital in a pooled vehicle.
Where does the underlying wealth of the firm's clients come from?
The firm does not publicly disclose specific wealth-origin details for its clients, as it serves multiple independent families and institutions.
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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