Sunrise Manager LLC

RIASEC RegisteredEst. 2024
Total AUM
$312M
Discretionary
$312M
100% of AUM
Avg account
$312M
Accounts
1
Employees
28
Advisory reps
5

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

FINTRX

Overview

Sunrise Manager LLC is an SEC-registered limited liability company (registered in 2024) that provides portfolio management for pooled investment vehicles and serves institutional clients. The firm is organized as a domestic entity with individual ownership interest and operates as an adviser and sponsor/GP/managing member of pooled vehicles. Its fee model combines a percentage-of-AUM charge with performance-based fees. Sunrise Manager does not identify as an active ESG investor and is not registered as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

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

Owners & executives

3 of 3
  • Brian Sedrish

    Chief Executive OfficerCRD 2649978

  • Brandon Hetzel

    Brandon Hetzel

    Chief Financial OfficerCRD 7730934

  • Gabriel Katz

    Gabriel Katz

    Secretary and Chief Legal OfficerCRD 7356221

Contacts

2 of 2
  • Leonard Tannenbaum

    Leonard Tannenbaum

    Founder & Executive ChairmanCRD 2524216

  • Robyn Friedman

    PresidentCRD 5837463

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

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth