|
⚲
|
| Keyboard |
| Sundial Wealth LLC
✚
|
|
|---|---|
| CRD # | 321900 |
| SEC # | 801-135014 |
| CIK # | |
| AUM | 125.8 M (2026-01-28) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 561-302-4371 |
| Address | 3200 North Federal Highway Boca Raton, FL 33431 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Ambrus Sundial LP | [2025-11-21] | 2.2 M | 2.2 M |
| Filed 2026-02-04 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7 | 0.5 |
| (b) Individuals (high net worth individuals) | 51 | 125.2 |
| (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 | 113 | 125.8 |
| By Discretionary | ||
| Discretionary | 113 | 125.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 113 | 125.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 125.8 | |
| Total | 113 | 125.8 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| William Wise | Executive Officer | 16 | 3 | |
| Andrew Hill | Executive Officer | 7 | 2 | |
| Paul Babij | Executive Officer | 4 | 2 | |
| Kris Sidial | Executive Officer | 3 | 2 | |
| Sal Abbasi | Executive Officer | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
| Comparable Firms | State | AUM |
|---|---|---|
|
Tradewinds Asset Management LLC
✚
|
OR | 135.1 M |
|
Equilibrium Ventures LLC
✚
|
NY | 134.2 M |
|
Harlow Capital Management LLC
✚
|
132.9 M | |
|
RDG Capital Management LLC
✚
|
NY | 131.8 M |
|
Sheeley & Partners Wealth Management LLC
✚
|
RI | 131.3 M |
|
Twin Gryphon Advisors LLC
✚
|
MA | 126.5 M |
|
Coker & Palmer Inc
✚
|
MS | 126.3 M |
|
Schauer Investment Management Inc
✚
|
CA | 119.7 M |
|
TRG Capital Management Incorporated
✚
|
NC | 118.2 M |
|
Risk Paradigm Group LLC
✚
|
MA | 115.6 M |