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 domestic limited liability company that operates as a private equity fund manager and sponsor. Registered with the SEC in 2019, the firm’s business centers on portfolio management for pooled investment vehicles where it acts as sponsor, general partner and managing member. Its client base is institutional, and its compensation structure combines a percentage of assets under management with performance-based fees, consistent with private equity economics. The firm does not identify as an active ESG investor and is not organized as a multi-state adviser. Investment activity is concentrated on private markets: Sunstone Partners functions both as a fund manager raising pooled capital and as a capital allocator to third‑party alternative managers. That dual role means the firm runs its own private funds while also directing capital into external managers and strategies across venture, energy and other alternative asset classes.
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 1NESTOR OLMO
Chief Financial OfficerCRD 7154891
Contacts
3 of 4HOWARD 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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