Sone Capital Management, Llc
- Regulatory AUM
- $1.6B
- Discretionary
- $1.6B
- Clients
- 9
- Avg AUM / client
- $179M
- Accounts
- 9
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 9 | $1.6B | 100.0% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $153M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Echo Street Capital Spv 3, Llc master | Private Equity Fund | Delaware | $104M | 267 |
| Sone Capital Master Fund, Lp master | Hedge Fund | Cayman Islands | $38.6M | 10 |
| Echo Street Capital Cv 1, Llc | Private Equity Fund | Delaware | $6.2M | 2 |
| Echo Street Capital Ef 1, Llc | Private Equity Fund | Delaware | $4.1M | 7 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Panos, George, Constantine | Owner | Jan 2024 (3y) | 75% or more | |
| Walker, Andrew, Kyle | Cfo & Cco | Jan 2024 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Sone Capital Gp, Llc | General Partner | Jan 2024 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (4, $153M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Echo Street Capital Spv 3, Llc | Private Equity Fund | $104M | $0 | 267 |
| Sone Capital Master Fund, Lp | Hedge Fund | $38.6M | $1.0M | 10 |
| Echo Street Capital Cv 1, Llc | Private Equity Fund | $6.2M | $0 | 2 |
| Echo Street Capital Ef 1, Llc | Private Equity Fund | $4.1M | $0 | 7 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 1.85 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • PASS THROUGH
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗