Sundvold Capital Management LLC

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Assets, Funds, Holdings

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Sundvold Capital Management LLC
CRD #108176
SEC #801-57007
CIK #
AUM 232.9 M (2026-03-13)
Employees 5 (100% Investors, 0% Brokers)
Phone573-443-1000
Address1000 W Nifong
Columbia, MO 65203
Source [IAPD] [Website]
Total AUM ($M)
50040030020010001999200820172027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 480 232.9
(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 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 480 232.9
By Discretionary
Discretionary 0 0.0
Non-Discretionary 480 232.9
Total 480 232.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 232.9
Total 480 232.9
Firm Profile (Form ADV)
Clients45
ServesInstitutional, Retail
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