SUNSAGE CAPITAL MANAGEMENT

Overview

Sunsage Capital Management is a small, fee-based advisory firm focused on discretionary portfolio management for individuals, families and institutional/business clients. The firm’s stated investment orientation favors equities, with managers allocating the bulk of assets to exchange-traded instruments. Sunsage runs tailored portfolios for high-net-worth individuals and small businesses rather than offering one-size-fits-all model products, and it charges clients on a percentage-of-AUM basis. The adviser does not position itself as an ESG-focused manager and is not registered as a multi-state adviser. Portfolio activity centers on equity exposure implemented through exchange-traded vehicles and individual equity positions. The firm provides traditional advisory services rather than pension consulting or related-adviser arrangements. Given the client mix — individual and family alongside business and institutional accounts — capacity to deliver customized equity tilts and account-level tax or cash-management adjustments appears to be a core capability.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices