A complete list of active advisors currently associated with Sonoran Capital Management, LLC
Warmer can help you find a great advisor at Sonoran Capital Management, LLC or one who fits your needs even better.
Sonoran Capital provides discretionary portfolio management primarily for high‑net‑worth individuals, family LLCs, trusts and retirement accounts, and generally does not accept non‑HNW individual clients. The firm focuses on equity‑based strategies while using fixed income and derivatives mainly as hedging tools, and it provides regular performance and account reporting to clients. Investment decisions are driven by a top‑down global macro process supplemented by a proprietary model that analyzes macroeconomic and market inputs to identify opportunities. Portfolios are managed to firm strategies rather than individualized security selections, and the firm has disclosed a long‑term plan to merge strategy accounts into a pooled partnership vehicle. Noteworthy features include the firm’s public presentation of performance information in its disclosure and the availability of performance‑based fee arrangements subject to a high‑water‑mark. Sonoran operates with a small client base and individualized fee arrangements, its partners invest alongside clients with personal trades placed after client trades, and it currently manages client assets through third‑party custodians.
To learn more about the advisors currently working at Sonoran Capital Management, 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 |
|---|---|---|
Denver, CO
| 16
| |
Denver, CO
| 16
|
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