SUNSTONE ASSET MANAGEMENT

RIASEC RegisteredEst. 2025
Total AUM
$220M
Discretionary
$220M
100% of AUM
Avg account
$55.1M
Accounts
4
Employees
4
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
328895
Registered since
July 23, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Sunstone Asset Management is organized as a limited partnership operating as a hedge fund that serves institutional clients. The firm is registered with the SEC (registered in 2025) and positions itself as an active manager of pooled investment vehicles rather than a traditional wealth manager or capital allocator. Sunstone performs roles common to fund sponsors and general partners, and it lists CPO/CTA activities on its filings, indicating involvement in commodity pool operations or commodity trading advisory work alongside portfolio management for pooled vehicles. Its fee model combines a percentage-of-assets under management with performance-based fees, consistent with incentive-aligned hedge fund structures. The firm does not present itself as an ESG investor, is not a multi-state adviser, and does not operate as a pension consultant or related adviser in the materials provided.

Assets & Accounts

Public Holdings

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

2 of 2
  • RAZVAN RONE

    Principal and Chief Financial OfficerCRD 5138158

  • ZHUOHAN YANG

    Founder and CEOCRD 7965739

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$1.1M in ETFs

Passive

100%

$1.1M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPDR GOLD TRUST (GLD)State StreetPassiveCommodities Focused$1.1M2,560100.00%

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
800 3rd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth