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| Happy Holidays!! thanks for using AUM13F!! |
| Sundowner Capital Management LLC
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| CRD # | 146253 |
| SEC # | 801-123347 |
| CIK # | |
| AUM | $77.5 M (2025-03-25) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 541-389-3311 |
| Address | 725 NW Broadway Street Bend, OR 97703 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 26 | 13.0 |
| (b) Individuals (high net worth individuals) | 18 | 53.2 |
| (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 | 0.6 |
| (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 | 31 | 10.7 |
| Total | 150 | 77.5 |
| By Discretionary | ||
| Discretionary | 119 | 66.8 |
| Non-Discretionary | 31 | 10.7 |
| Total | 150 | 77.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 77.5 | |
| Total | 150 | 77.5 |
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|---|---|---|
|
Lake Road Advisors LLC
✚
|
NY | 0.1 |
|
Stratacore Capital Management LLC
✚
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NY | 0.1 |
|
Pegasus Group LLC
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NJ | 0.1 |
|
Opportunus Wealth Management LLC
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0.1 | |
|
Revere Wealth Management LLC
✚
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NY | 0.1 |
|
HTAA LLC
✚
|
IL | 0.1 |
|
Exceed Advisory LLC
✚
|
NY | 0.1 |
|
Reynolds Capital Management LLC
✚
|
NV | 0.1 |
|
V&V Management Group Corporation
✚
|
NY | 0.1 |
|
Weiss Financial Group LLC
✚
|
NY | 0.1 |