Resonate Capital, LLC

SEC-regulated
Registered investment advisor
Resonate Capital, LLC is a registered investment adviser based in San Francisco, CA, established on February 14, 2013, by John H. Aiken. The firm provides discretionary investment management services to pooled investment vehicles and high-net-worth individuals, organizations, and trusts. Resonate Capital focuses on delivering superior absolute risk-adjusted returns by investing in publicly-traded equity and equity-related securities, with a concentration on emerging technologies. The firm's assets under management were approximately $128,540,635 as of December 31, 2022. Management fees range from 1.0% to 1.5% per annum, and incentive fees range from 10.0% to 17.5% based on profits. Resonate Capital utilizes non-traditional data analysis techniques and traditional fundamental analysis to identify investment opportunities. The firm's investment strategies aim to identify companies with unrecognized potential and strong market positions. Resonate Capital has a Business Continuity Plan in place to ensure the continuity of services in emergencies. The firm exercises proxy voting authority over client securities and has adopted proxy voting policies to vote in the best interests of clients. Resonate Capital does not have any financial conditions impairing its ability to meet commitments. For further details, clients can request Resonate Capital's proxy voting policies and financial information directly from the firm.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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