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Building 2SUNSTONE PARTNERS

Map pinSAN MATEO, CA
Phone1-650-289-4400
NotebookSEC #801-117367
Total AUM
$1.6B
Employees
39
Clients
8

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
400 S. EL CAMINO REAL
SUITE 1500
SAN MATEO
CA 94402
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
1-650-289-4400

ReceiptFinancials

Total AUM
$1.6B
Accounts
8
Discretionary
$1.6B
Accounts
8
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
8
AUM
$1.6B

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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