|
⚲
|
| Sunesis Advisors LLC
✚
| |
|---|---|
| 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) |
|---|
| 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 ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($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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|---|---|---|
|
Bigsur Wealth Management LLC
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|
FL | 1.2 |
|
Meridian Wealth Advisors LLC
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TX | 1.2 |
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Anderson Financial Partners Inc
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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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|
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MN | 1.2 |
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CRA Financial Services LLC
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NJ | 1.2 |
|
Gilbert & Cook Inc
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IA | 1.2 |
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Delta Financial Group Inc
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NJ | 1.2 |