October 22, 2016 8:00 PM ET

Capital Markets

Company Overview of Sonata Capital Group, Inc.

Company Overview

Sonata Capital Group, Inc. is a privately owned investment manager. The firm also provides advisory services. It primarily provides its services to individuals. The firm also caters to high net worth individuals and charitable organizations. It manages separate client-focused portfolios. The firm invests in the public equity markets across the globe and in fixed income markets. For its fixed income investment, it invests in securities of broadly diversified issuers, including corporate debt, municipal, and United States government securities. It also invests in cash equivalents, warrants, certificates of deposits, mutual fund shares, and options. The firm employs fundamental analysis and tec...

2001 Sixth Avenue

Suite 3410

Seattle, WA 98121

United States

Founded in 2000





Key Executives for Sonata Capital Group, Inc.

President and Managing Director
Managing Director, Chief Investment Officer, and Chief Compliance Officer
Managing Director and Member of Advisory Council
Age: 72
Director and Senior Portfolio Manager
Director of Private Client Services and Portfolio Manager
Compensation as of Fiscal Year 2016.

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Recent Private Companies Transactions

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