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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Sunesis Advisors LLC
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|---|---|
| CRD # | 159114 |
| SEC # | 801-72788 |
| CIK # | 0001748269 |
| AUM | $1.2 B (2025-03-13) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 913-815-4460 |
| Address | 6750 W 93rd Street Overland Park, KS 66212 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Palmer Square Capital BDC Inc | 6.3 | ||
| iShares Comex Gold Trust | 2.2 | ||
| Bank of America Corp /DE/ | 1.9 | ||
| Bank of New York Mellon Corp | 1.5 | ||
| Nvidia Corp | 1.5 | ||
| PepsiCo Inc | 0.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 13 | 1,196.4 |
| (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 | 38.3 |
| (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 | 489 | 1,234.7 |
| By Discretionary | ||
| Discretionary | 322 | 1,127.2 |
| Non-Discretionary | 167 | 107.5 |
| Total | 489 | 1,234.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,234.7 | |
| Total | 489 | 1,234.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001748269] |
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|---|---|---|
|
Capital Creek Partners LLC
✚
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TX | 1.2 |
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Anderson Hoagland & Co
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MO | 1.2 |
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IL | 1.2 |
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CA | 1.2 |
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Capital Investment Services of America Inc
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WI | 1.2 |
|
Blueprint Investment Partners LLC
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NC | 1.2 |
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Alpine Private Capital LLC
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MO | 1.2 |