Songbird Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$74,359,151
This total excludes 12 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
58
53% high-net worth
Advisors
1
of 4 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
58
TypicalAverage account size
$1,282,054
About
Songbird Capital provides discretionary and non‑discretionary investment management and advisory services to individuals, high‑net‑worth clients, trusts, endowments, foundations, charitable organizations, and institutional investors. The firm also offers outsourced CIO functions and integrates financial planning tools to align portfolios with documented client objectives.
The firm’s investment process pairs top‑down asset allocation with bottom‑up security selection and produces a client Investment Policy Statement to guide portfolio construction, monitoring, and periodic reviews. For tailored exposures — including alternatives for accredited investors — Songbird conducts operational due diligence on managers and issues semi‑annual reports that analyze the firm’s composite performance versus relevant benchmarks.
A distinctive aspect of the firm is its public reporting of composite performance in client reporting, a practice that is uncommon among similar supported firms. The firm emphasizes institutional‑quality research and risk management rooted in the principal’s hedge‑fund and risk‑management background (including development of a proprietary merger‑arbitrage index) and operates a targeted admission program that expands access for certain women and women‑owned businesses who fall below typical account thresholds.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Private / alternative investments
Demographic focus
Women Professionals
Women Business Owners
Fee options
$500,000 - $5,000,000: 0.8% Above $5,000,000 - $50,000,000: 0.6% Above $50,000,000+: Negotiable
Fees for financial planning, research and operational due diligence services are negotiable on a case-by-case basis
Account minimum: $500,000 Minimum fee: Minimum monthly fee of $333; minimum annual fee of $4,000 Fee-only: Fees based on assets under management; other service fees negotiable on case-by-case basis
Main office location
Songbird Capital, LLC
14 Nassau Street
Princeton NJ 08542, United States
Number of offices
1
Most active in
Songbird Capital, LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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