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SOUNDHAVEN CAPITAL MANAGEMENT
NAYLOR CAPITAL LLC
CRD 170821 · SEC 801-130719
CA, United States
Phone
818-292-1474
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$202.1M
Discretionary AUM
$81.4M
Team
3 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 86 | $9.3M |
| High net worth individuals | 57 | $57.4M |
| Pension/profit sharing plans | 25 | $120.7M |
| Corporations/business entities | 2 | $14.6M |
States served
CA, NJ, NY, TX, CT
All web addresses on file
Official SEC filing: View on IAPD