SUNDIAL CAPITAL MANAGEMENT, L.P.
Firm details
- Headquarters
- ARLINGTON, Texas
- CRD number
- 117461
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Sundial Capital Management, L.P. operates as an investment advisory firm primarily focusing on portfolio management for both individuals and institutions. The firm caters to an institutional client base and employs a fee structure that includes a percentage of assets under management as well as performance-based fees. While Sundial Capital Management is not classified under a specific category, it engages in various advisory activities that align with its investment philosophy.
Assets & Accounts
Public Holdings
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
Contacts
2 of 2BRIAN NERNEY
Managing PartnerCRD 4476700
TRENT SCHLAUCH
Financial AdvisorCRD 5288872
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ARLINGTON, TX
TARRANT
Location
ARLINGTON, TX
Headquartered in ARLINGTON, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- TARRANT
- Address
- 2109 Shadow Ridge Dr
- Time zone
- CT (UTC-6)
- Office locations
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