The SOUNDWATCH CAPITAL, LLC is a privately held investment adviser that advises $1.02Bn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. SOUNDWATCH CAPITAL, LLC is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 144.34% over the last 5-years.
The Group has been registered with the SEC for 11.72 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 3090 NOWITZKI WAY SUITE 300, DALLAS, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 5 employees comprised of 4 investment and 1 non-investment staff. The total number of Employees increased by 25% over the last 5-years.
Their $1.02Bn in assets advised are owned by 0 private funds, 1 public fund and BDCs and 0 other accounts. Assets of Investment Companies (IC) clients total $163.96mn or 16.06% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 1 types of clients, top clients are Investment Companies (IC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
SOUNDWATCH CAPITAL, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.