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| Sunbeam Capital Management LLC
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|---|---|
| CRD # | 289723 |
| SEC # | 801-112112 |
| CIK # | 0002057278 |
| AUM | 410.2 M (2026-03-20) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 901-229-2132 |
| Address | |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 12.2 | ||
| Nvidia Corp | 8.1 | ||
| Procter & Gamble Co | 7.0 | ||
| Alphabet Inc | 6.0 | ||
| Microsoft Corp | 4.5 | ||
| Lilly Eli & Co | 3.8 | ||
| Alphabet Inc | 3.5 | ||
| Broadcom Inc | 3.3 | ||
| Wal Mart Stores Inc | 3.3 | ||
| Micron Technology Inc | 3.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 47 | 410.2 |
| (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 | 0 | 0.0 |
| (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 | 239 | 410.2 |
| By Discretionary | ||
| Discretionary | 239 | 410.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 239 | 410.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.5 | |
| United States Persons | 407.7 | |
| Total | 239 | 410.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002057278] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
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|---|---|---|
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Hilton Head Capital Partners LLC
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|
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IA | 409.3 M |
|
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✚
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