SUNSTONE PARTNERS

RIASEC RegisteredEst. 2019
Total AUM
$1.6B
Discretionary
$1.6B
100% of AUM
Avg account
$198M
Accounts
8
Employees
39
Advisory reps
5

Firm details

Headquarters
SAN MATEO, California
CRD number
305064
Registered since
September 20, 2019
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 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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client 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

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth