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| Happy Holidays!! thanks for using AUM13F!! |
| Sun Capital Advisors LP
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| CRD # | 155109 |
| SEC # | 801-73215 |
| CIK # | |
| AUM | $6.2 B (2025-06-26) |
| Employees | 64 (58% Investors, 0% Brokers) |
| Phone | 561-394-0550 |
| Address | 5200 Town Center Circle Boca Raton, FL 33486-1015 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Sun Capital Star Fund LP | [2025-03-27] | 54.5 | 56.3 |
| PE | K3 Co-Investment Vehicle LP | [2024-03-27] | 0.0 | 32.0 |
| PE | Sun Capital Partners VIII-A LP | [2023-03-31] | 1,405.7 | 727.6 |
| PE | Sun Capital Partners VIII LP | [2023-03-31] | 1,405.7 | 765.0 |
| PE | ASG Co-Investment Vehicle LP | [2022-03-30] | 0.0 | 17.9 |
| PE | TTSI Co-Investment Vehicle LP | [2022-03-30] | 0.0 | 0.1 |
| PE | MBMG Co-Investment Vehicle LP | [2021-03-31] | 83.6 | 1.8 |
| PE | WD Co-Investment Vehicle LP | [2020-03-27] | 0.0 | 32.7 |
| PE | SOS Co-Investment Vehicle LP | [2019-03-29] | 31.1 | 0.5 |
| PE | Sun Capital Partners VII LP | [2019-03-29] | 2,300.0 | 2,230.9 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 15 | 6.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 15 | 6.2 |
| By Discretionary | ||
| Discretionary | 15 | 6.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 15 | 6.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.9 | |
| United States Persons | 0.3 | |
| Total | 15 | 6.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Aaron Wolfe | 12 | ||
| Jason Neimark | 7 | ||
| Marc Leder | 14 | ||
| Melissa Klafter | 14 | ||
| Rodger Krouse | 13 | ||
| Scott Edwards | 10 | ||
| Todd Buchman | 8 | ||
| Mark Hajduch | 5 | ||
| Clarence Terry | 4 | ||
| Matthew Garff | 4 | ||
| T King | 4 | ||
| Jack Knott | 4 | ||
| Kevin Calhoun | 4 | ||
| Christopher Metz | 4 | ||
| David Finnigan | 4 | ||
| Mark Brody | 4 | ||
| C Couch | 3 | ||
| Todd Plosker | 3 | ||
| R Skillen | 3 | ||
| Paul Daccus | 3 | ||
| Brian Urbanek | 2 | ||
| Anthony Polazzi | 2 | ||
| David Kurzweil | 2 | ||
| Michael Kalb | 2 | ||
| Jerome Nomme | 2 | ||
| Antony Levinson | 2 | ||
| Tim Stubbs | 2 | ||
| David Mezzanotte Jr | 2 | ||
| Kelly Griffin | 5 | ||
| G McGee | 1 | ||
| Lynn Skillen | 1 | ||
| Kurt Lentz | 1 | ||
| Steven Liff | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wind Point Advisors LLC
✚
|
IL | 6.6 |
|
NXT Capital Investment Advisers LLC
✚
|
IL | 6.5 |
|
Tilden Park Capital Management LP
✚
|
NY | 6.5 |
|
Lead Edge Capital Management LLC
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|
NY | 6.3 |
|
Torchlight Investors LLC
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|
NY | 6.2 |
|
Brightwood Capital Advisors LLC
✚
|
NY | 6.1 |
|
Caspian Capital LP
✚
|
NY | 6.1 |
|
Birch Grove Capital LP
✚
|
NY | 6.0 |
|
ITE Management LP
✚
|
NY | 6.0 |
|
Multicoin Capital Management LLC
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|
5.9 |