SUNRIVER CAPITAL PARTNERS, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
330049

Firm profile

FINTRX

Overview

Sunriver Capital Partners, LLC operates as a limited liability company focused on managing pooled investment vehicles. The firm is structured to engage in various investment activities, primarily serving as a general partner and managing member of these vehicles. While specific details about their client base and fee structure are not disclosed, the firm is involved in the investment management space without a strong emphasis on ESG investing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

Contacts

3 of 3
  • RICHARD BROER

    Managing PartnerCRD 4427146

  • ALYSSA MOORE

    AssociateCRD 8023630

  • JAMEY ROSAMOND

    Co-Founder and Managing PartnerCRD 7902695

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
8333 Douglas Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth