Resonate Capital, LLC (San Francisco)

Name: Resonate Capital, LLC
Address: 233 Sansome Street, San Francisco, CA, 94104
Telephone: 415-335-7990

Resonate Capital, LLC is a large advisory firm based in San Francisco. It manages $163.99 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of California.

Resonate Capital provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Resonate Capital: assets under management

The assets under management (AUM) of Resonate Capital, LLC is $163.99 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1142% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $163.99 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $81.99 million each.

Resonate Capital has custody of $79.53 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Resonate Capital, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Resonate Capital serves?

The firm provides services to investment companies and pooled investment vehicles. The largest group of clients of Resonate Capital is investment companies with 1 clients and $84.46 million of assets under management. Among the 9 most similar advisory firms, Resonate Capital has the 2nd highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $163.99 million for 2 clients. None of the firm’s clients are foreign persons or businesses.

Resonate Capital also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $25,000,000 for each fund.

Careers at Resonate Capital, LLC

The company employs 5 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Herman Aiken	Chief executive officer, managing member	1 Apr 2013	75% - 100%	5032162
Kyle Washington	Chief financial officer, chief compliance officer	1 Apr 2014	Other	20-5319476

Based in San Francisco

The principal office where Resonate Capital, LLC performs its advisory services is located at 233 Sansome Street, San Francisco, CA 94104, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-335-7990. The normal business hours are 600 to 1600 on Monday - Friday. You can find more information about the New York firm at resonatecap.com/.