Sonnet, LLC - Investment Advisers

About Sonnet, LLC

Sonnet, LLC is a registered investment adviser headquartered in Spring, Texas. The firm reports regulatory assets under management of $148.43 million and has four employees. It is one of the investment advisers in Texas in this directory, which also lists firms across the country in the directory of US investment advisers. According to the firm's own description, its money management approach centers on model portfolios, with more than 20 years of model portfolio history measured against reasonable benchmarks. The firm says it covers a broad range of strategies, including strategic, tactical, active, passive, value, tax-efficient, absolute return, protected, and income approaches. Its materials also state that its products carry no short-term redemption fees or sales loads and aim for low transaction costs and expense ratios. The registry figures are the most verifiable details here. The descriptions of the firm's strategies and performance history come from its own materials and have not been independently confirmed. --- Note: Only two link slots were provided, so the text uses both rather than the 3 to 5 links requested. I left out the firm's website, since it was not one of the link slots.

Key Facts

Assets Under Management

$148.43M

Employees

4

SEC File Number

801-133807