The SUNSTONE ADVISORS is a privately held investment adviser that advises $76.97mn in regulatory assets under management held in 2 SEC fund types across 2 investment strategies. SUNSTONE ADVISORS is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets decreased by 29.9% over the last 3-years.
The Group has been registered with the SEC for 3.53 years and is comprised of 1 filing and 1 relying advisers. They operate out of 2 office locations with their Headquarters at 18881 VON KARMAN AVENUE SUITE 500, IRVINE, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 25 employees comprised of 9 investment and 16 non-investment staff. The total number of Employees increased by 108.33% over the last 3-years.
Their $76.97mn in assets advised are owned by 8 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients total $74.06mn or 96.22% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse and Early Stage, representing 87.83% and 12.17% of total assets, respectively.
They advise 1 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
SUNSTONE ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.