Songbird Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$74,359,151
Clients
58
Advisors
1
of 4 employees
About
Songbird Capital provides discretionary and non‑discretionary investment management and advisory services to individuals, high‑net‑worth clients, trusts, endowments, foundations, charitable organizations, and institutional investors. The firm also offers outsourced CIO functions and integrates financial planning tools to align portfolios with documented client objectives.
The firm’s investment process pairs top‑down asset allocation with bottom‑up security selection and produces a client Investment Policy Statement to guide portfolio construction, monitoring, and periodic reviews. For tailored exposures — including alternatives for accredited investors — Songbird conducts operational due diligence on managers and issues semi‑annual reports that analyze the firm’s composite performance versus relevant benchmarks.
A distinctive aspect of the firm is its public reporting of composite performance in client reporting, a practice that is uncommon among similar supported firms. The firm emphasizes institutional‑quality research and risk management rooted in the principal’s hedge‑fund and risk‑management background (including development of a proprietary merger‑arbitrage index) and operates a targeted admission program that expands access for certain women and women‑owned businesses who fall below typical account thresholds.
Client services
Expertise
Demographic focus
Fee options
$500,000 - $5,000,000: 0.8% Above $5,000,000 - $50,000,000: 0.6% Above $50,000,000+: Negotiable
Fees for financial planning, research and operational due diligence services are negotiable on a case-by-case basis
Account minimum: $500,000 Minimum fee: Minimum monthly fee of $333; minimum annual fee of $4,000 Fee-only: Fees based on assets under management; other service fees negotiable on case-by-case basis
Main office
14 Nassau Street
Princeton NJ 08542
Advisors at this office
1
Most active in
New Jersey
Also doing business as
Songbird Capital · Songbird Capital Advisor · Songbird Capital Advisor, LLC · Songbird Capital LLC · Songbird Capital, LLC
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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