Sound Beach Loan Management, LLC is a large advisory firm based in Old Greenwich. It manages $349 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Connecticut.
Sound Beach Loan Management provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sound Beach Loan Management, LLC is $349 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Sound Beach Loan Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Marion Boucher Soper joined the executive team most recently as the Managing Director.
The principal office where Sound Beach Loan Management, LLC performs its advisory services is located at 53 Forest Avenue Suite 301, Old Greenwich, CT 06870, which is also the mailing address of the firm. An additional office of the firm is in Stamford, CT. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203-698-1200 or by fax 203-968-0869. The normal business hours are 9:00 a.m to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.ellington.com.