A complete list of active advisors currently associated with Songbird Capital, LLC
Warmer can help you find a great advisor at Songbird Capital, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Songbird Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Princeton, NJ
| 14
|
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