Sundance Bay Investment Manager LLC

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Sundance Bay Investment Manager LLC ✚
CRD #	301868
SEC #	801-118520
CIK #
AUM	2,090.6 M (2026-03-31)
Employees	69 (62% Investors, 0% Brokers)
Phone	801-783-3430
Address	1240 East 2100 South, Suite 300 Salt Lake City, UT 84106-2817
Source	[IAPD] [Website] [LinkedIn] [Instagram]

Total AUM ($B) Copy

Type	Form D Funds	Date	Sold	AUM
RE	Sundance Bay Income and Growth REIT LLC	2022-03-31		100.1 M
RE	Sundance MHC Impact LLC	[2021-04-30]		1.6 M
	Offered $25,000,000 · Filed 2020-09-18 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining $25,000,000 · Duration One year or less · Revenue Decline to Disclose
RE	SDP Financial 2020 LP	2021-03-31		34.0 M
RE	Sundance Bay Debt Opportunity Fund LP	2021-03-31
RE	Sundance Bay Income and Growth Fund LP	[2021-03-31]	185.4 M	100.0 M
	Filed 2026-03-20 (D/A) · Exemption 506(b), 3(c), 3(c)(5), 3(c)(6) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Finder's Fee $62,218 · Revenue Decline to Disclose
RE	Sundance Bay Income and Growth OP LP	[2021-03-31]	118.6 M	148.4 M
	Filed 2026-03-20 (D/A) · Exemption 506(b), 3(c), 3(c)(5), 3(c)(6) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Finder's Fee $30,837 · Revenue Decline to Disclose
RE	SDP REIT LLC	[2019-04-30]	1,214.9 M	511.6 M
	Filed 2025-10-29 (D/A) · Exemption 506(b), 3(c), 3(c)(5) · Minimum $50,000 · Remaining Indefinite · Duration More than one year · Commission $3,081,907 · Net Assets Decline to Disclose
RE	Sundance Debt Partners LP	[2019-04-30]	1,214.9 M	512.3 M
	Filed 2025-10-29 (D/A) · Exemption 506(b), 3(c), 3(c)(5) · Minimum $50,000 · Remaining Indefinite · Duration More than one year · Commission $3,081,907 · Net Assets Decline to Disclose

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	7	2.1
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	0	0.0
(i) State or municipal government entities	1	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	8	2.1
By Discretionary
Discretionary	5	2.0
Non-Discretionary	3	0.1
Total	8	2.1
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		2.1
Total	8	2.1

Form D Directors	Role	# Filings	# Firms
Mike Nixon	Executive Officer	5	3
Ryan Baughman	Executive Officer	12	2
Matthew Romney	Executive Officer	7	2
Stan Ricks	Executive Officer	4	2
Matt Romney	Executive Officer	2	2
Travis Olsen	Executive Officer	2	2
Sdp Management LLC	Executive Officer	2	2
Mark Maughan	Executive Officer	2	2
Sundance Bay Income and Growth Fund GP LLC	Executive Officer	2	1
Sundance Bay Investment Manager LLC	Executive Officer	1	1
View All

Firm Profile (Form ADV)
Serves	Institutional
Fund Types	Real Estate

Comparable Firms	State	AUM
Maxim Capital Group LLC ✚	NY	2,189.3 M
Davis Investment Ventures LLC ✚	MA	2,050.0 M
Bristol Group Inc ✚	CA	2,037.0 M
Resmark Equity Partners LLC ✚	CA	2,033.7 M
Rose Smart Growth Investment Advisors LLC ✚	NY	2,001.1 M
Timberland Investment Resources LLC ✚	GA	1,976.1 M
Ascendant Capital Partners LP ✚	CA	1,948.0 M
Lument Investment Management LLC ✚	NY	1,935.9 M
Laramar Multi-Family Value Manager LLC ✚	IL	1,914.8 M
Kildare Partners US LLC ✚	TX	1,912.0 M

Sundance Bay Investment Manager LLC

Assets, Funds, Holdings