TB SUNRIDGE ADVISORS LLC
Firm details
- Headquarters
- PARK CITY, Utah
- CRD number
- 295507
- Fee structure
- Percentage of AUM, Performance Based Fees
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
TB Sunridge Advisors LLC operates as a limited liability company focused on portfolio management for a diverse clientele, including individuals, small businesses, pooled investment vehicles, and larger institutions. The firm is structured to offer a fee model that includes both a percentage of assets under management and performance-based fees. While it does not actively pursue ESG investment strategies, TB Sunridge Advisors is involved in various business activities, particularly as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
Assets & Accounts
Public Holdings
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 1MATTHEW TUNNEY
CEOCRD 4865753
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PARK CITY, UT
SUMMIT
Location
PARK CITY, UT
Headquartered in PARK CITY, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- SUMMIT
- Address
- 1090 Center Dr
- Time zone
- MT (UTC-7)
- Office locations
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