$84.4M Total AUM
$69.1M Disc. AUM
-- 3Y CAGR
4 Employees
70 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Citibank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-07-2011
- Office Locations
- 1
Office Locations
14 Nassau Street Princeton NJ
About Songbird Capital, LLC
Songbird Capital, LLC is a Princeton, NJ boutique serving institutional and retail clients with research-driven, theme-based strategies built around secular trends. The firm provides asset management and portfolio construction, including ETF-centric allocations, with complementary financial and tax planning. Custody relationships include Charles Schwab for implementation.
Team overview
-- AVG AGE
$42.2M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
15.1 yrs AVG TENURE
4 Employees
2 Advisory Reps
0 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
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Services
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Technology
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Owner & Executives
JIE JIAO HAYES
Managing Member, Portfolio Manager
- CRD
- #5940185
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $69,146,099 | -- |
| Non-Discretionary | $15,287,479 | -- |
| Total | $84,433,578 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Other:
Available Cash:
Available Public Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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