Sunesis Advisors LLC

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Assets, Funds, Holdings

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Sunesis Advisors LLC
CRD #159114
SEC #801-72788
CIK #0001748269
AUM $1.2 BB (2024-06-04)
Employees 7 (43% Investors, 0% Brokers)
Phone913-815-4460
Address6750 W 93rd Street
Overland Park, KS 66212
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
1300104078052026002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AVB 27,552.6 4.0
CPT 14,356.9 3.9
MAA 19,999.0 3.7
NVDA 399,550.0 1.8
BAC 278,315.2 1.7
IAU 1.6
BK 34,622.2 1.1
PEP 226,773.9 1.0
 
 
 
Holdings by Sector ($MM)
180144108723602017201920222025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 13 1,173.5
(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 37.9
(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 475 1,211.3
By Discretionary
Discretionary 323 1,101.4
Non-Discretionary 152 110.0
Total 475 1,211.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,211.3
Total 475 1,211.3
EDGAR Form CIK 2011 - 2024
13F-HR [0001748269]
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PER Stirling Capital Management LLC
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Capital Creek Partners LLC
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The Pinnacle Financial Group
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Murray Financial Group LLC
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CRA Financial Services LLC
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Gilbert & Cook Inc
IA 1.2
Delta Financial Group Inc
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