SUN CAPITAL ADVISORS, L.P.

RIASEC RegisteredEst. 2012
Total AUM
$5.8B
Discretionary
$5.8B
100% of AUM
Avg account
$365M
Accounts
16
Employees
58
Advisory reps
5

Firm details

Headquarters
BOCA RATON, Florida
CRD number
155109
Registered since
March 27, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Sun Capital Advisors, L.P. is a limited partnership and SEC-registered investment manager (registered in 2012) that operates as a multi-strategy alternative manager focused on pooled investment vehicles for institutional clients. The firm functions as an adviser and sponsor/GP to private funds, managing both private equity programs and a small hedge fund sleeve. Its business model centers on managing commingled vehicles, charging a mix of asset-based and performance-based fees, and engaging institutional investors through fund-level commitments. The firm is flagged as an active ESG investor and incorporates ESG considerations into its investment process and monitoring across its funds.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • MARC LEDER

    Co-CEOCRD 2302988

  • ANGELA WILLIAMS

    Chief Financial OfficerCRD 8200827

  • RODGER KROUSE

    Co-CEOCRD 2426390

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Contacts

1 of 1
  • C. DERYL COUCH

    Managing Director, General CounselCRD 6026465

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BOCA RATON, FL

PALM BEACH

Location

BOCA RATON, FL

Headquartered in BOCA RATON, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
PALM BEACH
Address
5200 Town Center Cir
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth