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SUNSTONE ADVISORS, LLC
IRVINE, CA
949-771-1764
SEC #801-127225Total AUM
$122.8M
Employees
25Clients
10Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
18881 VON KARMAN AVENUE
SUITE 500
IRVINE
CA 92612
United States
SUITE 500
IRVINE
CA 92612
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
949-771-1764
Other Offices
1
Financials
Total AUM
$122.8M
Accounts
9Discretionary
$77M
Accounts
8Non-Discretionary
$45.9M
Accounts
1
Clients
Pooled Vehicle Clients
8AUM
$74.1M
Investment Advisor Clients
1AUM
$2.9M
Other Clients
1AUM
$45.9M
Description of Other Clients
REGIONAL CENTER
Services
Services Offered
Advisor / Fund Manager SelectionInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
CA
Affiliates
Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.