Investment adviser · CRD 169037
SOUND MARK PARTNERS, LLC
Investment adviser filing (IA)
GREENWICH, CT, United States · Form ADV filed Mar 27, 2026
- Regulatory AUM
- $272M Form ADV · Item 5.F
- Client accounts
- 3 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 2 | $252,130,247 | 92.7% |
| Government entities | Fewer than 5 | $19,850,000 | 7.3% |
Filing source
Form ADV 2073262 · Mar 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
2 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
SOUND MARK HORIZONS FUND, LPReal Estate Fund · Last reported Mar 27, 2026$242MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
KPMG LLP
PCAOB 185
WELLS FARGO
LEI KB1H1DSPRFMYMCUFXT0
Fund details & source
- Fund ID
- 805-9541792194
- Reported beneficial owners
- 11
- Minimum commitment
- $5M
- Form D file number
- 021-204099
Form ADV 2073262 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SMP DEBT INVESTOR HOLDCO, LPReal Estate Fund · Last reported Mar 27, 2026$9.67MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
ANCHIN, BLOCK AND ANCHIN LLP
PCAOB 168
WELLS FARGO
LEI KB1H1DSPRFMYMCUFXT0
Fund details & source
- Fund ID
- 805-1902433527
- Reported beneficial owners
- 5
- Minimum commitment
- $0
Form ADV 2073262 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 27, 2026. View historical filings
Reported services
Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
12 HAVEMEYER PLACE, 3RD FLOORGREENWICH, CT, 06830-6527, United States
CRD 169037
Filing source
Form ADV 2073262 · Mar 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.