Sound Mark Partners, LLC
● SEC registered since 2013CRD 169037SEC# 801-78564Greenwich, CT
Ranks #4,711 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$272M
Fund GAV
$252.1M
Private funds
2
Employees
6
Accounts
3
Location
Greenwich, CT
Sound Mark Partners, LLC assets under management
Sound Mark Partners, LLC is an investment advisory firm registered with the SEC based in Greenwich, CT. The firm has been registered since 2013. It reports $272 million in regulatory assets under management and employs 6 people. Sound Mark Partners, LLC manages 2 private funds with combined gross assets of $252.1 million, including Sound Mark Horizons Fund, LP. By regulatory assets, it ranks 4,711 of 6,004 private fund managers.
Sound Mark Partners, LLC private funds
2 funds · $252.1M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Sound Mark Horizons Fund, LP | Real Estate | $242.5M | $5M |
| Smp Debt Investor Holdco, LP | Real Estate | $9.7M | — |
Sound Mark Partners, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Agc Sm LLC Control | Owner | 50-75% | 2023 |
| Jenna Ann Gerstenlauer Control | Managing Partner / Chief Compliance Officer / Board Member | Under 5% | 2013 |
| Lauren Kathleen Walsh | Cfo | Under 5% | 2017 |
See all 8 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Sound Mark Partners, LLC manage?
Sound Mark Partners, LLC reports $272 million in regulatory assets under management on its Form ADV.
How many private funds does Sound Mark Partners, LLC manage?
Sound Mark Partners, LLC manages 2 private funds with combined gross assets of $252.1 million.
How many employees does Sound Mark Partners, LLC have?
Sound Mark Partners, LLC reports 6 employees.
Where is Sound Mark Partners, LLC located?
Sound Mark Partners, LLC is based in Greenwich, CT and has been SEC-registered since 2013.
Does Sound Mark Partners, LLC disclose fund performance?
Sound Mark Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 12 Havemeyer Place, 3rd Floor, Greenwich, CT 06830-6527 |
| Phone | 203-413-4280 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$272M▼ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
AUM vs fund managersTop 78%
Larger than 22% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$272Mregulatory AUM
Discretionary $272M
Service providers
Auditor
Custodian