Sunstone Asset Management
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Razvan Rone
Principal and Chief Financial OfficerCRD 5138158
Zhuohan Yang
Founder and CEOCRD 7965739
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$943K in ETFs
100%
$943K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $943K | 2,560 | 100.00% |
Location
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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