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Building 2SUNRISE CAPITAL PARTNERS LLC

Map pinCARLSBAD, CA
Phone858-259-8911
NotebookSEC #801-74456
Total AUM
$14.7M
Employees
7
Clients
14

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1000 AVIARA PARKWAY
SUITE 205
CARLSBAD
CA 92011
United States
Operating Hours
5 AM TO 5 PM
Monday - Friday
Phone
858-259-8911

ReceiptFinancials

Total AUM
$14.7M
Accounts
16
Discretionary
$14.7M
Accounts
16
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
11
AUM
$3.5M
Investment Company Clients
1
AUM
$2.1M
Pooled Vehicle Clients
1
AUM
$8.8M
Pension/Profit Sharing Plan Clients
1
AUM
$336K

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementPooled 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 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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