Soundwatch Capital LLC
Soundwatch Capital LLC is a United States-based investment adviser and asset management firm headquartered in Rowayton, Connecticut. The firm specializes in advising and managing investment vehicles, including ETFs, and reports to the SEC under CIK 0001803253. It was incorporated in Connecticut and serves institutional clients such as investment companies and other investment advisers. As of 2025, Soundwatch Capital employs approximately 4 to 5 professionals, with about 80% in investment roles. The firm manages assets for Soundwatch Hedged Equity ETF and other accounts, primarily for institutional investors.
Investment Strategy
Soundwatch Capital LLC primarily manages its flagship Soundwatch Hedged Equity ETF and related vehicles, focusing on long-term capital appreciation through hedged equity strategies. The strategy blends equity exposure—often via large-cap ETFs (such as IVV, SPY, VOO)—with risk mitigation via options overlay and derivatives to seek downside protection. The firm emphasizes disciplined risk management while aiming to capture equity market upside, serving institutional investors and maintaining an active multi-factor approach to equity selection and hedging. The fund’s investment approach is designed to deliver risk-adjusted returns over market cycles.
Top Holdings
Equity Positions (146)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 28.53% | $167.9M | 1,507,952 | $614.10 | $620.90 | +$20.5M |
S SPY | SPDR S&P 500 ETF TR | 10.54% | $62.0M | 12,106,905 | $617.64 | $617.85 | +$30.3M |
V VOO | VANGUARD INDEX FDS | 4.92% | $29.0M | 2,196,459 | $567.72 | $568.03 | +$22.2M |
A ACGL | ARCH CAP GROUP LTD | 2.28% | $13.4M | 21,715 | $91.05 | $91.05 | +$13.4M |
N NOC | NORTHROP GRUMMAN CORP | 2.18% | $12.8M | 12,915,065 | $499.98 | $499.98 | +$12.8M |