SONATA CAPITAL GROUP Overview
Sonata Capital Group Inc is an investment advisor that manages 205.8 MM dollars in regulatory AUM and has 5 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/02 to 09/30/21. The fund's latest filing disclosed 162MM in positions, representing 79% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/02 to 09/30/21. The fund's latest filing disclosed 162MM in positions, representing 79% of the manager's regulatory AUM.
SONATA CAPITAL GROUP StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SONATA CAPITAL GROUP Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IWR | 7.51% | ETF | 11.99% | 0.07% | 0 | 5% | ||
| IWN | 6.87% | ETF | 12.6% | 0.12% | 0 | 6% | ||
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FEATURED IN
SONATA CAPITAL GROUP Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Mark A. Hutcheson | Shareholder | April-2000 |
| Earl N. Shulman | Shareholder | April-2000 |
| Luther S. Helms | Shareholder | April-2000 |
| Timothy R. Cummins | Managing Director/Chief Compliance Officer | April-2000 |
| David F. Hill | Managing Director | August-2002 |
| Charles J. Judson | Shareholder | August-2003 |
SONATA CAPITAL GROUP Brokers, Custodians, Auditors and Administrators
| Type | Company |
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SONATA CAPITAL GROUP Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Sonata uses the following methods of analysis as tools for selecting investments:
Fundamental analysis: analysis of companies’ financial statistics such as balance sheet and income statements, past records of assets, earnings, management team, sales, products, and market sector. Fundamental analysis uses these factors as indicators of potential future trends for a particular stock or stock group.
Technical analysis: research into supply and demand for investments based on volume and price movements. Charting techniques are used to analyze trends and cyclical movement.
Sonata’s primary investment strategy is Asset Allocation. Depending on a client’s goals, objectives and risk tolerance, Sonata will allocate assets between stocks, bonds and cash. The amount allocated to each asset class depends on the client’s time horizon for their goals and objectives.
Types of Securities
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Sonata uses the following methods of analysis as tools for selecting investments:
Fundamental analysis: analysis of companies’ financial statistics such as balance sheet and income statements, past records of assets, earnings, management team, sales, products, and market sector. Fundamental analysis uses these factors as indicators of potential future trends for a particular stock or stock group.
Technical analysis: research into supply and demand for investments based on volume and price movements. Charting techniques are used to analyze trends and cyclical movement.
Sonata’s primary investment strategy is Asset Allocation. Depending on a client’s goals, objectives and risk tolerance, Sonata will allocate assets between stocks, bonds and cash. The amount allocated to each asset class depends on the client’s time horizon for their goals and objectives.
Types of Securities
...
Unlock Full Investment Process Description
SONATA CAPITAL GROUP Portfolio Concentration
SONATA CAPITAL GROUP Location
2001 6TH AVE
SUITE 3410
SEATTLE, Washington
UNITED STATES, 98121
SUITE 3410
SEATTLE, Washington
UNITED STATES, 98121
SONATA CAPITAL GROUP Contact Information
Phone Number: 206-256-4400
Fax Number: 206-256-4416
Website: http://sonatacapital.com
Fax Number: 206-256-4416
Website: http://sonatacapital.com
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