Sundance Advisors Inc

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Assets, Funds, Holdings

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Sundance Advisors Inc
CRD #139741
SEC #801-66405
CIK #
AUM $226.0 MM (2024-02-06)
Employees 2 (100% Investors, 0% Brokers)
Phone412-366-2813
Address5500 Corporate Drive
Pittsburgh, PA 15237
Source [IAPD]
Total AUM ($MM)
3002401801206002005201120182025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 80 211.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 1 15.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 103 226.0
By Discretionary
Discretionary 103 226.0
Non-Discretionary 0 0.0
Total 103 226.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 226.0
Total 103 226.0
Comparable Firms State AUM ($BB)
LotusGroup Advisors LLC
CO 0.2
Miller Capital Partners Inc
MI 0.2
Nicholson Wealth Management Group LLC
SC 0.2
Marmo Financial Group LLC
TN 0.2
Evermont Wealth Inc
CA 0.2
CAFG Wealth Management Inc
IL 0.2
Guiry Capital Management LLC
FL 0.2
Wallace Advisory Group LLC
CA 0.2
Essential Partners LLC
CA 0.2
Bennett Selby Investments Limited Partnership
ME 0.2
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