Sundance Bay Investment Manager LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Sundance Bay Investment Manager LLC
CRD #301868
SEC #801-118520
CIK #
AUM $2.0 BB (2024-03-29)
Employees 72 (58% Investors, 0% Brokers)
Phone801-783-3430
Address1240 East 2100 South, Suite 300
Salt Lake City, UT 84106-2817
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($BB)
3.02.41.81.20.60.02009201420192025
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 ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 6 2.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 6 2.0
By Discretionary
Discretionary 5 1.9
Non-Discretionary 1 0.1
Total 6 2.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 2.0
Total 6 2.0
Form D Directors # Filings # Firms 2011 - 2024
Ryan Baughman 12
Matthew Romney 7
Mike Nixon 5
Stan Ricks 4
Michael Nixon 3
SDP Management LLC 2
Travis Olsen 2
Mark Maughan 2
Matt Romney 2
Sundance Bay Income and Growth Fund GP LLC 2
View All
Comparable Firms State AUM ($BB)
Lument Investment Management LLC
NY 2.1
Alterra IOS Manager LLC
PA 2.1
Singerman Real Estate Management Company LP
IL 2.1
The Milestone Real Estate Group LP
TX 2.1
Rose Smart Growth Investment Advisors LLC
NY 2.0
Laramar Multi-Family Value Manager LLC
IL 2.0
Vanbarton Group LLC
NY 2.0
Sterling Investment Management LLC
FL 2.0
Timberland Investment Resources LLC
GA 1.9
Beacon Capital Partners LLC
MA 1.9
Terms | Privacy | Guide
tony@aum13f.com