SUNDANCE BAY
Firm details
- Headquarters
- SALT LAKE CITY , Utah
- CRD number
- 301868
- Registered since
- April 23, 2020
- Website
- sundancebay.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles99.76%
- State / Municipal Government0.24%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Sundance Bay is a limited liability company that registered with the SEC in 2020 and operates primarily as a real estate fund manager serving institutional clients. The firm’s advisory work centers on portfolio management for pooled investment vehicles and for businesses or institutions; it also acts in sponsoring and managing pooled vehicles, functioning as a GP or managing member on the products it runs. Sundance Bay is classified as a real estate fund and is not positioned as a broad capital allocator — its activity is concentrated on pooled real estate strategies rather than on delivering one-off allocation mandates. The business model combines percentage-of-AUM fees with performance-based fees, and the firm is also registered to conduct other financial product salesperson activities. Sundance Bay is not an active ESG investor and is not set up as a multi-state adviser; its client base is institutional and highly concentrated.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds100%
Contacts
3 of 6MATTHEW ROMNEY
Partner, Managing DirectorCRD 7110802
RYAN BAUGHMAN
Partner, Managing DirectorCRD 7110786
MICHAEL NIXON
Partner, Managing DirectorCRD 7110797
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SALT LAKE CITY , UT
SALT LAKE
Location
SALT LAKE CITY , UT
Headquartered in SALT LAKE CITY , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- SALT LAKE
- Address
- 1240 E 2100 S
- Time zone
- MT (UTC-7)
- Office locations
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