# Sound View Financial Advisors

Sound View Financial Advisors is a RIA based in Walpole, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Walpole, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2012
- **Assets under management:** $5B – $10B (Altss estimate)
- **Website:** soundviewfa.com
- **LinkedIn:** https://www.linkedin.com/company/mistylynch

## Regulatory record

- **CRD number:** 154732
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/154732

## About

SOUND VIEW FINANCIAL ADVISORS is a state-registered investment adviser in WALPOLE, MA. The firm manages approximately $50 million in regulatory assets. It has 4 employees and 3 investment advisers.

## Sectors

- Private Credit
- Real Estate
- Hedge Funds
- Private Equity
- Infrastructure

## Offices

- Greenwich, CT
- Palm Beach, FL

## People

- Michael Dixon — CEO
- Anthony B. R. Bova — Chief Investment Officer

## Questions

### Who runs investment decisions at Sound View Financial Advisors?

CEO Michael Dixon leads the firm overall, while Anthony Bova serves as Chief Investment Officer — appointed in September 2023 — overseeing portfolio strategy, manager selection, and asset allocation across multi-asset portfolios (per the firm's press release, September 2023).

### Does Sound View participate in fund commitments or only direct deals?

The firm operates across both structures: it commits capital to funds in private credit, real estate, and private equity, while also participating in direct co-investments and club deals alongside institutional partners (per public ADV filings).

### What investment stages does Sound View typically target?

Sound View targets primarily private credit and real estate opportunities, along with infrastructure and hedge funds. Its investment horizon generally spans long-dated, illiquid assets and marketable alternatives across a multi-asset framework.

### Which sectors does Sound View explicitly avoid?

The firm does not publicly disclose any explicit avoidance sectors, but its known portfolio focuses on private credit, real estate, infrastructure, and hedge funds — with no public activity in venture capital or early-stage equity.

### How is Sound View related to any parent or spinout organization?

Sound View Financial Advisors operates as an independent RIA with no disclosed parent organization or spinout relationship. Its origin in family-office advisory services has led to a client base that includes single- and multi-family offices, but the firm itself is not part of a larger financial institution.

## Related profiles

- [McCartney Wealth Management](https://altss.com/profile/mccartney-wealth-management-llc)
- [RCH Fields Family Wealth Management LLC](https://altss.com/profile/rch-fields-family-wealth-management-llc)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/sound-view-financial-advisors

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology