SUNSTONE ADVISORS, LLC

RIASEC RegisteredEst. 2023

Total AUM

$123M

Discretionary

$77M

63% of AUM

Avg account

$13.6M

Accounts

Employees

Advisory reps

Firm details

Headquarters: IRVINE, California
CRD number: 324002
Registered since: January 20, 2023
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Pooled Investment Vehicles60.3%
Other37.34%
Other Investment Advisers2.37%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Sunstone Advisors, LLC is a limited liability company that operates as a multifaceted fund manager, with primary activity in securitized asset structures and venture capital. The firm positions itself to serve institutional investors and acts in sponsor and general partner roles for pooled investment vehicles. Core advisory services include portfolio management for pooled vehicles and for businesses or institutions, plus selection and oversight of other advisers. Fee arrangements are a mix of AUM-based charges, fixed fees and performance-based fees. Sunstone is not identified as an active ESG investor and is not set up as a multi-state adviser.