SOUNDWATCH CAPITAL LLC

HTTP://WWW.SOUNDWATCH.COM NEW YORK, NY Investment Advisor How do I update this listing?

Soundwatch Capital is based out of New York. Soundwatch Capital is a large advisory firm with 5 clients and discretionary assets under management (AUM) of $103,285,655 (Form ADV from 2020-01-02). Their last reported 13F filing for Q4 2019 included $223,839,000 in managed 13F securities and a top 10 holdings concentration of 99.72%. Soundwatch Capital's largest holding is iShares Core S&P 500 ETF with shares held of 283,081. Whalewisdom has at least 1 13F filings

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12/31/2019

Top Sells

  • Name% Change

12/31/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-02-14

Performance for Q4 2019: 9.84%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Managers

Subsidiaries/Managers included in latest 13F
Name
Apexium Financial, LP

View Last Form Adv Compilation Report on Record

SOUNDWATCH CAPITAL, LLC
485 MADISON AVENUE 7TH FLOOR
NEW YORK NY    10022
Country: United States

Business Phone: 646-442-9650
Fax: 646-442-9665
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Investment advisor to an investment company
Form of Organization: Limited Liability Company
Organized in: NY
Number of employees: 5
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 5
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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