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 is an independent registered advisory firm organized as a limited liability company and owned by an individual. The firm provides portfolio management across several client segments, including individuals and small businesses, pooled investment vehicles, and businesses or institutions. It also operates in roles typical of commodity pool operators or commodity trading advisers and is identified as a sponsor, general partner, or managing member of pooled investment vehicles. The firm charges both a percentage-of-assets fee and can collect performance-based fees. TB Sunridge does not identify as an active ESG investor.
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
Location
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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