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Chief Executive Officer & Chief Compliance Officer · Sonen Capital LLC

Robert J. Goldstein

CRD 4337284 · Named on Form ADV at one SEC-registered adviser

At a glance

Sonen Capital LLC, an SEC-registered asset manager based in SAN Francisco, CA with $1.1 billion in regulatory assets, lists Robert J. Goldstein on its Form ADV as Chief Executive Officer & Chief Compliance Officer, a control person.

Firms and roles

  • Sonen Capital LLCChief Executive Officer & Chief Compliance OfficerAsset manager · SAN Francisco, CA · $1.1B in regulatory assets

AtlasMembers

Robert’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.