Sunrise Manager LLC
Firm details
- Headquarters
- West Palm Beach, Florida
- CRD number
- 330704
- Registered since
- May 31, 2024
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Sunrise Manager LLC is an SEC-registered limited liability company that operates as an institutional registered investment adviser. FINTRX shows the firm registered with the SEC in 2024 and serves an institutional client base, working primarily through pooled investment vehicles. The firm is structured to act as an adviser and sponsor/GP/managing member of pooled funds rather than as a retail wealth manager, and its advisory activity centers on portfolio management for those pooled vehicles. Fee arrangements include both a percentage-of-assets component and performance-based fees, a common combination for managers running pooled or closed-end structures. FINTRX flags the firm as not an active ESG investor and not a multi-state adviser. It is not identified as a pension consultant or a related adviser, and the platform indicates it does not function as an external capital allocator — instead Sunrise Manager appears to deploy capital through its own pooled vehicles and affiliated sponsor roles. Ownership is listed as a mix of a domestic entity and an individual.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Gabriel Katz
Secretary and Chief Legal OfficerCRD 7356221

Brandon Hetzel
Chief Financial OfficerCRD 7730934
Brian Sedrish
Chief Executive OfficerCRD 2649978
Contacts
2 of 2
Leonard Tannenbaum
Founder & Executive ChairmanCRD 2524216
Robyn Friedman
PresidentCRD 5837463
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
West Palm Beach, FL
Palm Beach
Location
West Palm Beach, FL
Headquartered in West Palm Beach, 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
- 525 Okeechobee Blvd
- Time zone
- ET (UTC-5)
- Office locations
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