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 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
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
$1.1M in ETFs
100%
$1.1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $1.1M | 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
Similar firms
TERRA NOVA ASSET MANAGEMENT LLC
RIANew York, NY
STABILIS CAPITAL MANAGEMENT, LP
RIANew York, NY
TOLIS ADVISORS, LP
RIANew York, NY
MUZINICH BDC ADVISER, LLC
RIANew York, NY
ALLY BRIDGE GROUP (NY) LLC
RIANew York, NY
CROSS BORDER WEALTH, LLC
RIANew York, NY