Company profile
Sonata Capital company profile
Sonata Capital provides investment advisory and portfolio management services for individuals, families, and institutions. The firm constructs diversified portfolios across equities, fixed income, and select alternative assets, using research, quantitative screening, and risk management disciplines. Services cover financial planning, asset allocation, rebalancing, and performance reporting tailored to stated objectives and constraints. Client engagement typically includes discovery of goals, investment policy development, and periodic review of progress. The organization also supports tax-aware strategies in coordination with client accountants and works with third-party custodians and digital portals for account access.
Business identity
- Website
- https://sonata.capital
- Contact email
- [email protected]
- Phone number
- +60 17 225 2689
- Operating status
- Active
- Company type
- For Profit
- Employee range
- 00001-00010 employees
- Revenue range
- $1K+
- Founded
- 2019-01-01
Headquarters
- Headquarters
- San Sebastián el Chico, México, Mexico
- Postal code
- 87000
- Country code
- MX
- Continent
- North America