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Sundance Bay Investment Manager LLC
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CRD # | 301868 |
SEC # | 801-118520 |
CIK # | |
AUM | $2.0 BB (2024-03-29) |
Employees | 72 (58% Investors, 0% Brokers) |
Phone | 801-783-3430 |
Address | 1240 East 2100 South, Suite 300 Salt Lake City, UT 84106-2817 |
Source | [IAPD] [Website] [LinkedIn] [Facebook] |
Total AUM ($BB) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
RE | Sundance Bay Income and Growth REIT LLC | 2022-03-31 | 100.1 | |
RE | Sundance MHC Impact LLC | [2021-04-30] | 0.0 | 25.3 |
RE | SDP Financial 2020 LP | 2021-03-31 | 34.0 | |
RE | Sundance Bay Debt Opportunity Fund LP | 2021-03-31 | 0.0 | |
RE | Sundance Bay Income and Growth Fund LP | [2021-03-31] | 176.4 | 100.0 |
RE | Sundance Bay Income and Growth OP LP | [2021-03-31] | 119.2 | 148.4 |
RE | SDP REIT LLC | [2019-04-30] | 0.1 | 511.6 |
RE | Sundance Debt Partners LP | [2019-04-30] | 948.6 | 512.3 |
AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
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 | 6 | 2.0 |
(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 | 6 | 2.0 |
By Discretionary | ||
Discretionary | 5 | 1.9 |
Non-Discretionary | 1 | 0.1 |
Total | 6 | 2.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 2.0 | |
Total | 6 | 2.0 |
Form D Directors | # Filings | # Firms | 2011 - 2024 | |
---|---|---|---|---|
Ryan Baughman | 12 | |||
Matthew Romney | 7 | |||
Mike Nixon | 5 | |||
Stan Ricks | 4 | |||
Michael Nixon | 3 | |||
SDP Management LLC | 2 | |||
Travis Olsen | 2 | |||
Mark Maughan | 2 | |||
Matt Romney | 2 | |||
Sundance Bay Income and Growth Fund GP LLC | 2 | |||
View All |
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