Darien, CT Office

Sonder Partners provides advisory services to individual and high‑net‑worth clients and also works with other registered investment advisers, with its primary activity being the referral of prospective clients to a curated set of third‑party money managers. The firm additionally maintains discretionary portfolio management for a limited number of legacy clients, though that service is not offered to new clients.

The firm bases recommendations on a suitability assessment of each client's financial situation, objectives and risk tolerance, and it monitors a fixed number of third‑party managers and their model portfolios to ensure ongoing alignment with client goals. Investment analysis draws on a mix of approaches — including fundamental and technical analysis and modern portfolio theory — while relying chiefly on the strategies and models provided by recommended managers.

Distinctive for its peer group, Sonder Partners does not charge traditional percentage‑of‑assets fees; instead it operates using flat‑dollar management arrangements and receives fee‑sharing when referring clients to other advisers. The firm routinely directs custody and execution through a single institutional custodian and its principals have separate industry affiliations, including an equity interest in a wealth‑platform firm and a role with a venture capital fund.