SUNBEAM CAPITAL MANAGEMENT, LLC

Overview

Sunbeam Capital Management, LLC is a fee-based registered investment adviser that manages concentrated equity allocations through separately managed accounts and uses third-party fund managers where appropriate. The firm serves individual and family clients and combines direct equity exposure with outsourced strategies, reflecting a clear preference for publicly traded equities. Its advisory services include portfolio management for individuals and small businesses and the selection of other advisers, indicating a model that blends in-house portfolio decisions with curated external manager relationships. The firm charges a percentage-of-assets fee and does not characterize itself as an active ESG investor. Given its asset mix and advisory activities, Sunbeam appears to prioritize liquid equity exposure for client portfolios while layering in delegated managers and alternative funds to broaden return and risk profiles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices