Sponsor Check › Sponsor group
One sponsor team, 9 deal companies · San Francisco, CA
Grouped because: 15 shared people, 2 shared management entities, same business address (3 issuers), similar issuer names (9) (automatic match from the filings) · not the same sponsor?
Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Nov 29, 2023 · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET
Sonen is a sponsor group of 9 issuers that PartnerFacts links to one sponsor (shared people, shared management entity, same business address, similar issuer names; automatic match from the filings), filing 50 Form D filings between Sep 2012 and Nov 2023.
What this means One team, 9 deal companies, about 11 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.
Combined reported sold: $320.8M to 273 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (8), Investing (1). Issuers are based in CA (8), Ireland (as filed: L2) (1).
What this means $320.8M raised across the group, about $1.17M per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.
Principal people: Raul Pomares (9 issuers, executive officer, director, and promoter), Stuart Davidson (9 issuers, executive officer and director), David Hood (8 issuers, executive officer, director, and promoter), Julia Sze (7 issuers, executive officer and director), Robert Goldstein (7 issuers, executive officer and promoter) and 19 more.
What this means The person on the most companies is usually the one running the show; their page lists every deal.
Activity: 0 new offerings in the last 12 months; latest filing Nov 29, 2023.
What this means No new raise filed in the past year.
Adviser registration (Form ADV) on record: SONEN CAPITAL LLC.
Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY), property records (NYC, FL, IL and TX counties) — none found.
What this means Nothing turned up where we looked (4 sources). That does not prove there is nothing — it means none was found in those sources on that date.
We compared 50 public filings for Sonen and found 18 differences, 5 worth asking the sponsor about: 11 offerings reported less sold on a later filing than an earlier one; 9 offerings reported fewer investors on a later filing; and more below.
What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.
Community search for Sonen has not run yet — it is #30,220 of 34,125 in line; searches run around the clock at the hosts' allowed rate. Searched so far: 638 names.
Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.
Five things investors ask first. Items still in human review are counted, not shown.
None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026
Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:16 AM ET.
State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET
SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Sonen..
State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).
None found in sources searched — federal bankruptcy courts (CourtListener / RECAP), checked Oct 24, 2026
Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:16 AM ET.
State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
No comparisons published
No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.
18 differences found between the filings for Sonen — 5 worth asking about (compared 50 filings on Oct 24, 2026)
United States Bankruptcy Court, C.D. California docket "Pomares v. CITIMORTGAGE, INC." filed Sep 3, 2015, closed Jan 19, 2016. Raul Pomares (listed on the same filings) is listed as Plaintiff ("Pomares"). Our match estimate: 70%.
What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.
Amount sold went down between filings — Sonen Global Public Equity Fund, a series of Sonen Investment Management Public Access Platform, LLC · Amount sold went down between filings — Sonen Global Public Equity Fund, a series of Sonen Investment Management Public Access Platform, LLC · Amount sold went down between filings — Sonen Global Multistrategy (Irish) Fund, a series of the Sonen Invest Mgmt Private Acc Plat PLC · Amount sold went down between filings — Sonen Global Public Equity Fund, a series of Sonen Investment Management Public Access Platform, LLC · Amount sold went down between filings — Sonen Global Fixed Income Fund, a series of Sonen Investment Management Public Access Platform, LLC · and 6 more
What this means Amounts sold normally only go up. Ask the sponsor what happened on each.
Investor count went down between filings — Sonen Global Public Equity Fund, a series of Sonen Investment Management Public Access Platform, LLC · Investor count went down between filings — Sonen Global Multistrategy (Delaware) Fund, a series of the Sonen Invest Mgmt Private Acc Plat LLC · Investor count went down between filings — Sonen Global Fixed Income Fund, a series of Sonen Investment Management Public Access Platform, LLC · Investor count went down between filings — Sonen Global Multistrategy (Irish) Fund, a series of the Sonen Invest Mgmt Private Acc Plat PLC · Investor count went down between filings — Sonen Global Public Equity Fund, a series of Sonen Investment Management Public Access Platform, LLC · and 4 more
What this means Investor counts normally only grow. Ask the sponsor what happened on each.
The address on file, 50 Osgood Street, Suite 320, San Francisco, CA, is used by 26 issuers in our index across 5 sponsor groups; 25 are outside this group. It is not on our registered-agent list, so it may be a shared office or administrator.
What this means Many unrelated companies file from this address. Often a registered agent or a fund administrator; sometimes a shared office. Ask where the team actually works.
The address on file, One Embarcadero Center, Unit 2067, San Francisco, CA, is used by 54 issuers in our index across 18 sponsor groups; 53 are outside this group. It is on our registered-agent / shared-office list (61 issuers in 32 unrelated clusters).
What this means Many unrelated companies file from this address. Often a registered agent or a fund administrator; sometimes a shared office. Ask where the team actually works.
Form D filed 246 days after the first sale — Sonen Global Multistrategy (Delaware) Fund, a series of the Sonen Invest Mgmt Private Acc Plat LLC · Form D filed 123 days after the first sale — Sonen Capital LLC · Form D filed 16 days after the first sale — Sonen Global Multistrategy (Delaware) Fund, a series of the Sonen Invest Mgmt Private Acc Plat LLC · Form D filed 36 days after the first sale — Sonen Global Multistrategy (Irish) Fund, a series of the Sonen Invest Mgmt Private Acc Plat PLC · Form D filed 16 days after the first sale — Sonen Global Sustainable Real Assets (Delaware) Feeder Fund, a series of the Sonen Invest Mgmt Private Acc Plat LLC · and 4 more
What this means Late notices are common and carry no penalty by themselves. A pattern of late paperwork is worth asking the sponsor about.
No amendment in the last 12 months on an offering that may still be open — Sonen Global Multistrategy (Irish) Fund, a series of the Sonen Invest Mgmt Private Acc Plat PLC (latest filing Nov 29, 2023) · No amendment in the last 12 months on an offering that may still be open — Sonen Global Multistrategy (Delaware) Fund, a series of the Sonen Invest Mgmt Private Acc Plat LLC (latest filing Nov 29, 2023) · No amendment in the last 12 months on an offering that may still be open — Sonen Global Public Equity Fund, a series of Sonen Investment Management Public Access Platform, LLC (latest filing Jun 28, 2023) · No amendment in the last 12 months on an offering that may still be open — Sonen Global Fixed Income Fund, a series of Sonen Investment Management Public Access Platform, LLC (latest filing Jun 19, 2020) · No amendment in the last 12 months on an offering that may still be open — Sonen Global Sustainable Real Assets (Irish) Feeder Fund, a Series of the Sonen Invt Mgmt Private Acc Plat PLC (latest filing Apr 18, 2016) · and 6 more
What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.
Nick Koukopoulus is no longer listed on the Nov 30, 2021 amendment — Sonen Global Multistrategy (Delaware) Fund, a series of the Sonen Invest Mgmt Private Acc Plat LLC · Nick Koukopolous is no longer listed on the Nov 30, 2021 amendment — Sonen Global Multistrategy (Irish) Fund, a series of the Sonen Invest Mgmt Private Acc Plat PLC · Nick Koukopoulos is no longer listed on the Jun 21, 2021 amendment — Sonen Global Public Equity Fund, a series of Sonen Investment Management Public Access Platform, LLC · Stuart Davidson is no longer listed on the Nov 20, 2020 amendment — Sonen Global Multistrategy (Irish) Fund, a series of the Sonen Invest Mgmt Private Acc Plat PLC · Stuart Davidson is no longer listed on the Nov 20, 2020 amendment — Sonen Global Multistrategy (Delaware) Fund, a series of the Sonen Invest Mgmt Private Acc Plat LLC · and 27 more
What this means People leave; the issuer lists only current officers, directors and promoters. Ask why and who replaced them.
Stuart Davidson's role changed at Sonen Global Fixed Income Fund, a series of Sonen Investment Management Public Access Platform, LLC: executive officer → director · Stuart Davidson's role changed at Sonen Global Public Equity Fund, a series of Sonen Investment Management Public Access Platform, LLC: executive officer → director · Nick Koukopoulos's role changed at Sonen Global Fixed Income Fund, a series of Sonen Investment Management Public Access Platform, LLC: executive officer → executive officer, promoter · Nick Koukopoulos's role changed at Sonen Global Public Equity Fund, a series of Sonen Investment Management Public Access Platform, LLC: executive officer → executive officer, promoter · Sonen Capital LLC's role changed at Sonen Global Fixed Income Fund, a series of Sonen Investment Management Public Access Platform, LLC: executive officer → promoter · and 46 more
What this means Roles on Form D are self-reported. Ask who runs the company today.
The Feb 5, 2013 filing lists a minimum of $0; the Jun 25, 2014 Form D/A lists $500,000.
What this means A different minimum usually means the offering terms changed. Check which terms apply to you.
The Feb 5, 2013 filing lists a minimum of $0; the Jun 25, 2014 Form D/A lists $500,000.
What this means A different minimum usually means the offering terms changed. Check which terms apply to you.
The Feb 5, 2013 filing lists a minimum of $0; the Jun 25, 2014 Form D/A lists $500,000.
What this means A different minimum usually means the offering terms changed. Check which terms apply to you.
The Feb 5, 2013 filing lists a minimum of $0; the Jun 25, 2014 Form D/A lists $500,000.
What this means A different minimum usually means the offering terms changed. Check which terms apply to you.
"$1,000,001 - $5,000,000" (Sep 11, 2012); then "Decline to Disclose" (Nov 18, 2014).
What this means This is the size band the issuer picks for itself on the form. A change can mean the business grew or shrank — or that it chose not to say. Ask for current numbers.
Address on file is a registered agent / shared office — Sonen Global Multistrategy (Delaware) Fund, a series of the Sonen Invest Mgmt Private Acc Plat LLC · Address on file is a registered agent / shared office — Sonen Global Public Equity Fund, a series of Sonen Investment Management Public Access Platform, LLC · Address on file is a registered agent / shared office — Sonen Global Fixed Income Fund, a series of Sonen Investment Management Public Access Platform, LLC · Address on file is a registered agent / shared office — Sonen Global Sustainable Real Assets (Irish) Feeder Fund, a Series of the Sonen Invt Mgmt Private Acc Plat PLC · Address on file is a registered agent / shared office — Sonen Global Sustainable Real Assets (Delaware) Feeder Fund, a series of the Sonen Invest Mgmt Private Acc Plat LLC
What this means A registered agent's address is a mailbox, not where the team works. Ask where the business operates.
Delaware (7), Ireland (2) — out of 9 member issuers. The odd ones out: Sonen Global Sustainable Real Assets (Irish) Feeder Fund, a Series of the Sonen Invt Mgmt Private Acc Plat PLC (Ireland); Sonen Global Multistrategy (Irish) Fund, a series of the Sonen Invest Mgmt Private Acc Plat PLC (Ireland).
What this means Sponsors often form each deal company in Delaware or Wyoming no matter where the property is. A mix is common; it just tells you which state's rules each company lives under.
CA (8), Ireland (as filed: L2) (1). 5 members use a registered-agent or shared-office address: Sonen Global Public Equity Fund, a series of Sonen Investment Management Public Access Platform, LLC (C/O Sonen Capital Llc, 456 Montgomery St, Suite Gc1, San Francisco, CA); Sonen Global Fixed Income Fund, a series of Sonen Investment Management Public Access Platform, LLC (C/O Sonen Capital Llc, 456 Montgomery St, Suite 400, San Francisco, CA); Sonen Global Sustainable Real Assets (Delaware) Feeder Fund, a series of the Sonen Invest Mgmt Private Acc Plat LLC (456 Montgomery Street, Suite 400, San Francisco, CA); Sonen Global Sustainable Real Assets (Irish) Feeder Fund, a Series of the Sonen Invt Mgmt Private Acc Plat PLC (C/O Sonen Capital Llc, 456 Montgomery Street, Suite 400, San Francisco, CA).
What this means A registered agent's address is a mailbox, not where the team works. The other address is more likely the real office — ask which one is.
Issuer used a different name before — Sonen Global Multistrategy (Irish) Fund, a series of the Sonen Invest Mgmt Private Acc Plat PLC · Issuer used a different name before — Sonen Global Multistrategy (Delaware) Fund, a series of the Sonen Invest Mgmt Private Acc Plat LLC · Issuer used a different name before — Sonen Global Sustainable Real Assets (Irish) Feeder Fund, a Series of the Sonen Invt Mgmt Private Acc Plat PLC · Issuer used a different name before — Sonen Global Sustainable Real Assets (Delaware) Feeder Fund, a series of the Sonen Invest Mgmt Private Acc Plat LLC
What this means Match the CIK on your documents, not just the name.
What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. As of Oct 24, 2026.
None reported on 11 offerings — no sales commissions, finder's fees or proceeds to insiders
| Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it | Source |
|---|---|---|---|---|---|
| Nov 29, 2023 D/A Sonen Global Multistrategy (Irish) Fund, a series of the Sonen Invest Mgmt Private Acc Plat PLC File 021-260410 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Nov 29, 2023 D/A Sonen Global Multistrategy (Delaware) Fund, a series of the Sonen Invest Mgmt Private Acc Plat LLC File 021-275103 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Jun 28, 2023 D/A Sonen Global Public Equity Fund, a series of Sonen Investment Management Public Access Platform, LLC File 021-191361 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing | EDGAR ↗ |
| Jun 19, 2020 D/A Sonen Global Fixed Income Fund, a series of Sonen Investment Management Public Access Platform, LLC File 021-191362 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing | EDGAR ↗ |
| Apr 18, 2016 D/A Sonen Global Sustainable Real Assets (Delaware) Feeder Fund, a series of the Sonen Invest Mgmt Private Acc Plat LLC File 021-215271 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Apr 18, 2016 D/A Sonen Global Sustainable Real Assets (Irish) Feeder Fund, a Series of the Sonen Invt Mgmt Private Acc Plat PLC File 021-215272 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Apr 7, 2016 D Sonen Global Multistrategy (Delaware) Fund, a series of the Sonen Invest Mgmt Private Acc Plat LLC File 021-260796 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Nov 18, 2014 D Sonen Capital LLC File 021-228594 | $0 | $0 | $0 (est.) | None listed on this filing | EDGAR ↗ |
| Jun 25, 2014 D/A Sonen US Public Equity Fund, a series of Sonen Investment Management Public Access Platform, LLC File 021-191359 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing | EDGAR ↗ |
| Jun 25, 2014 D/A Sonen US Core Fixed Income Fund, a series of Sonen Investment Management Public Access Platform, LLC File 021-191363 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing | EDGAR ↗ |
| Sep 11, 2012 D Sonen Capital LLC File 021-183926 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing | EDGAR ↗ |
Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.
Counted across all 9 issuers in this group — every filing in our index, latest filing per offering (SEC file number).
0 recorded documents and 0 ownership records matched to Sonen in the sources searched.
Not found in sources searched as of Oct 24, 2026, 9:28 AM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Harris County TX (HCAD ownership rolls 2005–2026) — 1,032,426 records, loaded Oct 24, 2026, 8:00 AM ET; Dallas County TX (DCAD ownership rolls 2021–2027) — 285,535 records, loaded Oct 24, 2026, 8:20 AM ET; Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll) — 514,336 records, loaded Oct 24, 2026, 8:25 AM ET; King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published) — 538,619 records, loaded Oct 24, 2026, 8:27 AM ET; Cook County IL (Assessor sale records 1982–2026 + ownership rolls 2014–2026) — 1,031,843 records, loaded Oct 24, 2026, 9:05 AM ET. Still to be looked up for this group: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.
Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Harris County TX (ownership only, no deed, mortgage or sale records; HCAD ownership rolls 2005–2026); Dallas County TX (ownership only, no deed, mortgage or sale records; DCAD ownership rolls 2021–2027); Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll); King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published); Cook County IL (Assessor sale records 1982–2026 + ownership rolls 2014–2026); also looked up per issuer when its page is viewed. Recorder indexes (party names on deeds, mortgages and liens) in TX, AZ, NV, CA and WA counties and outside the Clerk index in FL, mortgages and liens outside NYC and Hillsborough County, lis pendens and foreclosure notices everywhere, Los Angeles County CA, Clark County NV, New York City bulk pass (not finished; per-issuer lookups only so far), Maricopa County AZ (loader ready; commercial-purpose statement not yet filed), Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 9:05 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 8:30 AM ET; King County WA Assessor Real Property Sales extract (EXTR_RPSale.csv) Oct 24, 2026, 8:27 AM ET; Florida DOR NAL roll (Palm Beach 60) Oct 24, 2026, 8:25 AM ET; Florida DOR NAL roll (Broward 16) Oct 24, 2026, 8:24 AM ET; Florida DOR NAL roll (Dade 23) Oct 24, 2026, 8:23 AM ET; Florida DOR NAL roll (Hillsborough 39) Oct 24, 2026, 8:21 AM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 24, 2026, 8:20 AM ET; Harris County Appraisal District real_acct.txt Oct 24, 2026, 8:00 AM ET; Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET. NYC and Cook County are also looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.
Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.
| Source | Issuer | Linked by | Location | Industry | Filings | Sold (max) | Investors | Min. investment (latest filing) | Active |
|---|---|---|---|---|---|---|---|---|---|
| EDGAR ↗ | SC Sonen Capital LLC | shared people, same business address, similar issuer names | SAN FRANCISCO, CA | Investing | 2 | $2,979,500 offering $2,000,000 · similar: $763,000–$10,000,000 | 36 similar: 4–23 | No minimum reported similar: $10,000–$78,388 | 2012–2014 |
| EDGAR ↗ | SU Sonen US Public Equity Fund, a series of Sonen Investment Management Public Access Platform, LLC | shared people, shared management entity, same business address, similar issuer names | SAN FRANCISCO, CA | Pooled Investment Fund | 2 | $20,110,000 offering Indefinite · similar: $155,000–$5,250,000 | 7 similar: 4–27 | $500,000 similar: $1,000–$100,000 | 2013–2014 |
| EDGAR ↗ | SG Sonen Global Public Equity Fund, a series of Sonen Investment Management Public Access Platform, LLC | shared people, shared management entity, similar issuer names | SAN FRANCISCO, CA | Pooled Investment Fund | 11 | $170,152,157 offering Indefinite · similar: $155,000–$5,250,000 | 61 similar: 4–27 | $500,000 similar: $1,000–$100,000 | 2013–2023 |
| EDGAR ↗ | SU Sonen US Core Fixed Income Fund, a series of Sonen Investment Management Public Access Platform, LLC | shared people, shared management entity, same business address, similar issuer names | SAN FRANCISCO, CA | Pooled Investment Fund | 2 | $32,885,000 offering Indefinite · similar: $155,000–$5,250,000 | 19 similar: 4–27 | $500,000 similar: $1,000–$100,000 | 2013–2014 |
| EDGAR ↗ | SG Sonen Global Fixed Income Fund, a series of Sonen Investment Management Public Access Platform, LLC | shared people, shared management entity, similar issuer names | SAN FRANCISCO, CA | Pooled Investment Fund | 8 | $107,565,410 offering Indefinite · similar: $155,000–$5,250,000 | 39 similar: 4–27 | $500,000 similar: $1,000–$100,000 | 2013–2020 |
| EDGAR ↗ | SG Sonen Global Sustainable Real Assets (Delaware) Feeder Fund, a series of the Sonen Invest Mgmt Private Acc Plat LLC | shared people, similar issuer names | SAN FRANCISCO, CA | Pooled Investment Fund | 3 | $54,575,000 offering Indefinite · similar: $155,000–$5,250,000 | 78 similar: 4–27 | $500,000 similar: $1,000–$100,000 | 2014–2016 |
| EDGAR ↗ | SG Sonen Global Sustainable Real Assets (Irish) Feeder Fund, a Series of the Sonen Invt Mgmt Private Acc Plat PLC | shared people, shared management entity, similar issuer names | SAN FRANCISCO, CA | Pooled Investment Fund | 3 | $5,600,000 offering Indefinite · similar: $155,000–$5,250,000 | 6 similar: 4–27 | $500,000 similar: $1,000–$100,000 | 2014–2016 |
| EDGAR ↗ | SG Sonen Global Multistrategy (Irish) Fund, a series of the Sonen Invest Mgmt Private Acc Plat PLC | shared people, shared management entity, similar issuer names | DUBLIN 1, Ireland (as filed: L2) | Pooled Investment Fund | 10 | $25,430,000 offering Indefinite · similar: $155,000–$5,250,000 | 12 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2016–2023 |
| EDGAR ↗ | SG Sonen Global Multistrategy (Delaware) Fund, a series of the Sonen Invest Mgmt Private Acc Plat LLC | shared people, shared management entity, similar issuer names | SAN FRANCISCO, CA | Pooled Investment Fund | 9 | $18,200,000 offering Indefinite · similar: $155,000–$5,250,000 | 15 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2016–2023 |
"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Investing / 506(b) (2,521 filings); Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
Activity: 0 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Nov 29, 2023. Industry history, as reported on each offering's latest filing: Previous offerings: Investing (2012), Pooled Investment Fund (2013–2014), Investing (2014). Latest offering: Pooled Investment Fund (2016; most recent Nov 23, 2016).
| Name | Roles | Issuers here | First → last listed |
|---|---|---|---|
| RP Raul Pomares | Director, Executive Officer, Promoter | 9 | Sep 11, 2012 → Nov 29, 2023 |
| SD Stuart Davidson | Director, Executive Officer | 9 | Sep 11, 2012 → Jun 28, 2023 |
| DH David Hood | Executive Officer, Promoter, Director | 8 | Apr 10, 2014 → Nov 22, 2017 |
| RG Robert Goldstein | Executive Officer, Promoter | 7 | Nov 18, 2014 → Nov 29, 2023 |
| JS Julia Sze | Director, Executive Officer | 7 | Sep 11, 2012 → Nov 18, 2014 |
| TB Tom Bird | Executive Officer | 6 | Feb 5, 2013 → Apr 16, 2015 |
| JL Justina Lai | Promoter | 6 | Apr 10, 2014 → Apr 16, 2015 |
| SC Sonen Capital LLC entity | Executive Officer, Promoter | 4 | Feb 5, 2013 → Jun 28, 2023 |
| NK Nick Koukopoulos | Executive Officer, Promoter | 4 | Feb 5, 2013 → Jun 19, 2020 |
| MD Martin Whittaker, Ph.D. | Executive Officer | 4 | Feb 5, 2013 → Jun 25, 2014 |
| WM Will Morgan | Director | 4 | Feb 5, 2013 → Feb 5, 2013 |
| IM Investment Manager Sonen Capital LLC entity | Promoter, Executive Officer | 3 | Apr 10, 2014 → Nov 29, 2023 |
| MW Martin Whittaker | Director, Executive Officer, Promoter | 3 | Sep 11, 2012 → Apr 10, 2014 |
| RF Roy Finucane | Director | 2 | Apr 10, 2014 → Nov 29, 2023 |
| PB Peadar De Barra | Director, Promoter | 2 | Apr 10, 2014 → Nov 29, 2023 |
| MM Maurice Murphy | Director, Promoter | 2 | Apr 10, 2014 → Nov 23, 2016 |
| NK Nick Koukopoulous | Promoter, Executive Officer | 2 | Apr 10, 2014 → Apr 18, 2016 |
| KC KBA Consulting Management Limited entity | Promoter | 1 | Apr 8, 2016 → Nov 29, 2023 |
| NK Nick Koukopolous | Executive Officer, Promoter | 1 | Apr 8, 2016 → Nov 20, 2020 |
| NK Nick Koukopoulus | Executive Officer, Promoter | 1 | Apr 7, 2016 → Nov 20, 2020 |
| IM Investment Manager Soven Capital LLC entity | Executive Officer | 1 | Apr 7, 2016 → Nov 23, 2016 |
| ML Manager KBA Consulting Management Limited | Promoter | 1 | Apr 10, 2014 → Apr 18, 2016 |
| MS Manager Sonen Capital LLC entity | Promoter | 1 | Apr 10, 2014 → Apr 18, 2016 |
| NK Nicholas Koukopoulos | Director | 1 | Sep 11, 2012 → Nov 18, 2014 |
None of the 9 issuers has a record in the registries searched.
Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file). A registry listing is the state's own record of the entity; it says nothing about the offering itself.
SONEN CAPITAL LLC — SEC-registered investment adviser · SEC registration status as reported: “Approved” since Dec 22, 2011 · SEC file 801-72926 · Main office: SAN FRANCISCO, CA · IAPD record ↗ · Form ADV filing (PDF) ↗
Regulatory assets under management: $1,136,785,878 as reported on Form ADV filed May 6, 2026 (Item 5.F(2)(c)) · 40 accounts (Item 5.F(2)(f))
Websites listed on Form ADV (Item 1.I): WWW.LINKEDIN.COM/COMPANY/SONEN-CAPITAL ↗
Answers as filed by the adviser on Form ADV Part 1A, Item 11; question text quoted from the form. Details of each “Yes” are in the Disclosure Reporting Pages of the Form ADV (PDF) ↗.
Matched on issuer name = adviser name, same state (CA) · Form ADV data: SEC Investment Adviser Information Report (SEC-registered advisers), file dated 2026-10-02, loaded Oct 23, 2026, 8:39 PM ET · IAPD record last checked Oct 23, 2026, 8:36 PM ET
No Meta Pixel ids or Facebook / Instagram page links on file for Sonen as of Oct 24, 2026 — the sponsor website is read for them once it is on file (runs automatically). Meta Ad Library: not searched by PartnerFacts (no API access); a one-tap Ad Library search is under Look further.
Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.
No website or social profile named in Sonen's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #122,343 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓
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