Sunstone Partners
Firm details
- Headquarters
- San Mateo, California
- CRD number
- 305064
- Registered since
- September 20, 2019
- Website
- sunstonepartners.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Sunstone Partners is a limited liability company that operates as a private equity fund manager focused on institutional capital. The firm registered with the SEC in 2019 and functions as sponsor and general partner for pooled investment vehicles, providing portfolio management for those funds. Its compensation mix combines a percentage-of-assets fee with performance-based carry. Sunstone does not present itself as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
1 of 1
Nestor Olmo
Chief Financial OfficerCRD 7154891
Contacts
3 of 4
Howard Zeprun
General CounselCRD 6024724
Gustavo Alberelli
Co-FounderCRD 4240304
Michael Biggee
Co-FounderCRD 3265952
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Mateo, CA
San Mateo
Location
San Mateo, CA
Headquartered in San Mateo, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Mateo
- Address
- 400 S El Camino Real
- Time zone
- PT (UTC-8)
- Office locations
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