Sound Mark Partners, Llc
- Regulatory AUM
- $272M
- Discretionary
- $272M
- Clients
- 2
- Avg AUM / client
- $136M
- Accounts
- 3
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $252M | 92.7% |
| State or municipal government entities | Fewer than 5 clients | $19.9M | 7.3% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $372M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Sound Mark Horizons Fund, Lp | Real Estate Fund | Delaware | $347M | 13 |
| Smp Debt Investor Holdco, Lp | Real Estate Fund | Delaware | $25.3M | 6 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gerstenlauer, Jenna, Ann | Managing Partner / Chief Compliance Officer / Board Member | Aug 2013 (13y) | ≈ 12.5% – 37.5% via Sound Mark Holdings, Llc | |
| Walsh, Lauren, Kathleen | Cfo | Jan 2017 (10y) | Less than 5% | |
| Canaan, Najib, Sami | Board Member | Dec 2023 (3y) | Less than 5% | |
| Souviron, Laurent | Board Member | Dec 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Agc Sm Llc | Owner | Dec 2023 | A | 50% – 75% |
| Sound Mark Holdings, Llc | Owner | Aug 2013 | A | 25% – 50% |
| Agc Us Credit Holding Limited | Sole Member | Dec 2023 | B | ≈ 37.5% – 75% via Agc Sm Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Gerstenlauer, Jenna, Ann: 50% – 75% of Sound Mark Holdings, Llc × 25% – 50% direct ≈ 12.5% – 37.5% of the firm
- Agc Us Credit Holding Limited: 75% – 100% of Agc Sm Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
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 (2, $372M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Sound Mark Horizons Fund, Lp | Real Estate Fund | $347M | $5.0M | 13 |
| Smp Debt Investor Holdco, Lp | Real Estate Fund | $25.3M | $0 | 6 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.36 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
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
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 27, 2026.
View current Form ADV (SEC/IAPD) ↗