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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Gabriel Katz

    Gabriel Katz

    Secretary and Chief Legal OfficerCRD 7356221

  • Brandon Hetzel

    Brandon Hetzel

    Chief Financial OfficerCRD 7730934

  • Brian Sedrish

    Chief Executive OfficerCRD 2649978

Contacts

2 of 2
  • Leonard Tannenbaum

    Leonard Tannenbaum

    Founder & Executive ChairmanCRD 2524216

  • Robyn Friedman

    PresidentCRD 5837463

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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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