SUNDANCE BAY

RIASEC RegisteredEst. 2020
Total AUM
$2.1B
Discretionary
$2B
95% of AUM
Avg account
$261M
Accounts
8
Employees
69
Advisory reps
6

Firm details

Headquarters
SALT LAKE CITY , Utah
CRD number
301868
Registered since
April 23, 2020
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

FINTRX

Overview

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

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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

Asset composition

Asset composition: Private Funds 100%100%
  • Private Funds100%

Contacts

3 of 6
  • MATTHEW ROMNEY

    Partner, Managing DirectorCRD 7110802

  • RYAN BAUGHMAN

    Partner, Managing DirectorCRD 7110786

  • MICHAEL NIXON

    Partner, Managing DirectorCRD 7110797

Unlock 3 more contacts

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth