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 that functions primarily as a hedge fund manager and as a CPO/CTA. The firm is registered with the SEC (registration year listed as 2025) and focuses on institutional clients rather than retail households. Its principal advisory activity is portfolio management for pooled investment vehicles; it also serves as sponsor, general partner and managing member of those vehicles. Compensation includes both a percentage-of-assets fee and performance-based fees, reflecting typical hedge fund economics. The firm does not identify as an active ESG investor and is not presented as a multi-state adviser.

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

$943K in ETFs

Passive

100%

$943K

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPDR GOLD TRUST (GLD)State StreetPassiveCommodities Focused$943K2,560100.00%

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