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Sunesis Advisors LLC
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CRD # | 159114 |
SEC # | 801-72788 |
CIK # | 0001748269 |
AUM | $1.2 BB (2024-06-04) |
Employees | 7 (43% Investors, 0% Brokers) |
Phone | 913-815-4460 |
Address | 6750 W 93rd Street Overland Park, KS 66212 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($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 |
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13F-HR | [0001748269] |
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The Pinnacle Financial Group
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NJ | 1.2 |