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| Sun Capital Advisors LP
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|---|---|
| CRD # | 155109 |
| SEC # | 801-73215 |
| CIK # | |
| AUM | 5,843.3 M (2026-06-23) |
| Employees | 58 (60% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 561-394-0550 |
| Address | 5200 Town Center Circle Boca Raton, FL 33486-1015 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Fletchers CV SCSP | 2026-03-30 | 190.7 M | |
| PE | Sun Capital Star Fund LP | [2025-03-27] | 54.5 M | 57.8 M |
| Filed 2025-05-30 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | K3 Co-Investment Vehicle LP | [2024-03-27] | 37.0 M | |
| Filed 2023-05-16 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Sun Capital Partners VIII-A LP | [2023-03-31] | 1,405.7 M | 764.8 M |
| Offered $2,500,000,000 · Filed 2023-03-17 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $1,094,257,389 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Sun Capital Partners VIII LP | [2023-03-31] | 1,405.7 M | 816.2 M |
| Offered $2,500,000,000 · Filed 2023-03-17 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $1,094,257,389 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | ASG Co-Investment Vehicle LP | [2022-03-30] | 9.4 M | |
| Filed 2021-11-05 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | TTSI Co-Investment Vehicle LP | [2022-03-30] | 0.0 M | |
| Filed 2021-12-27 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | MBMG Co-Investment Vehicle LP | [2021-03-31] | 83.6 M | 1.8 M |
| Filed 2020-12-28 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | WD Co-Investment Vehicle LP | [2020-03-27] | 32.2 M | |
| Offered $51,500,000 · Filed 2020-02-27 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $51,500,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | SOS Co-Investment Vehicle LP | [2019-03-29] | 31.1 M | 0.5 M |
| Offered $31,100,000 · Filed 2019-03-29 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Sun Capital Partners VII LP | [2019-03-29] | 2,300.0 M | 1,710.1 M |
| Offered $2,300,000,000 · Filed 2019-07-24 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | CC Co-Investment Vehicle LP | 2018-03-30 | 0.3 M | |
| PE | Sun Capital Partners VI LP | [2013-03-28] | 2,050.4 M | 1,622.0 M |
| Offered $2,100,000,000 · Filed 2014-06-27 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $49,638,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Sun Capital Partners III LP | 2012-02-09 | 1.2 M | |
| PE | Sun Capital Partners III QP LP | 2012-02-09 | 59.8 M | |
| PE | Sun Capital Partners II LP | 2012-02-09 | 3.1 M | |
| PE | Sun Capital Partners IV LP | 2012-02-09 | 96.4 M | |
| PE | Sun Capital Partners V LP | [2012-02-09] | 439.9 M | |
| HF | Sun Capital Securities Fund III LP | [2012-02-09] | 34.4 M | |
| HF | Sun Capital Securities Fund LP | 2012-02-09 | 2.2 M | |
| HF | Sun Capital Securities Offshore Fund Ltd | 2012-02-09 | 3.5 M | |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 16 | 5.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 16 | 5.8 |
| By Discretionary | ||
| Discretionary | 16 | 5.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 16 | 5.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.4 | |
| United States Persons | 3.5 | |
| Total | 16 | 5.8 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Aaron Wolfe | Executive Officer | 12 | 3 | |
| Jason Neimark | Executive Officer | 7 | 3 | |
| Marc Leder | Executive Officer | 15 | 2 | |
| Rodger Krouse | Executive Officer | 14 | 2 | |
| Melissa Klafter | Executive Officer | 14 | 2 | |
| Scott Edwards | Executive Officer | 10 | 2 | |
| Todd Buchman | Executive Officer | 8 | 2 | |
| Mark Hajduch | Executive Officer | 5 | 2 | |
| Kevin Calhoun | Executive Officer | 4 | 2 | |
| David Finnigan | Executive Officer | 4 | 2 | |
| View All | ||||
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $8.5B |
| Serves | Institutional |
| Fund Types | Hedge Fund, Private Equity |
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|---|---|---|
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|
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|
Dynamic Beta Investments LLC
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CT | 5,674.3 M |