RIA Intel›Advisers›New Jersey›SONGBIRD CAPITAL, LLC

SONGBIRD CAPITAL, LLC

Advisory

PRINCETON, NJ

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in NJ

#612

of 775 advisers by AUM

Average account

$625K

across 135 accounts

AUM per adviser

$42M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$84M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$84M

Discretionary AUM$69M

Non-Discretionary AUM$15M

Discretionary %81.9%

Total Clients70

Team

Total Employees4

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

70 clients

31 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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