|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Sunstone Partners Management LLC
✚
|
|
|---|---|
| CRD # | 305064 |
| SEC # | 801-117367 |
| CIK # | 0001726273, 0001654360, 0001653185, 0001726250, 0001726265 |
| AUM | $2.0 B (2025-03-28) |
| Employees | 37 (65% Investors, 0% Brokers) |
| Phone | 650-289-4400 |
| Address | 400 S El Camino Real San Mateo, CA 94402 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Sunstone Partners Executive Fund III LP | [2023-01-20] | 0.0 | 5.6 |
| PE | Sunstone Partners III-A LP | [2023-01-20] | 0.0 | 64.8 |
| PE | Sunstone Partners Iii-Main LP | [2023-01-20] | 0.0 | 186.6 |
| PE | Sunstone Partners Executive Fund II LP | [2020-03-30] | 0.0 | 7.0 |
| PE | Sunstone Partners II-A LP | [2019-08-21] | 0.0 | 131.9 |
| PE | Sunstone Partners II LP | [2019-08-21] | 0.0 | 358.5 |
| PE | Sunstone Partners Co-Invest I LP | [2015-11-20] | 0.0 | 9.3 |
| PE | Sunstone Partners I LP | [2015-11-20] | 0.0 | 552.6 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 8 | 2.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 8 | 2.0 |
| By Discretionary | ||
| Discretionary | 8 | 2.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 8 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.0 | |
| Total | 8 | 2.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Arneek Multani | 20 | ||
| John Moragne | 34 | ||
| Michael Biggee | 14 | ||
| Gustavo Alberelli | 10 | ||
| TC Growth Management LLC | 2 | ||
| TC Growth GP-I LLC | 2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001653185] | |
| D | [0001654360] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Essex Woodlands Management Inc
✚
|
TX | 2.0 |
|
Yukon Partners Management LLC
✚
|
MN | 2.0 |
|
Tiverton Advisors LLC
✚
|
NC | 2.0 |
|
Paceline Equity Partners LLC
✚
|
TX | 2.0 |
|
Aterian Investment Management LP
✚
|
NY | 2.0 |
|
OMNI Bridgeway Management USA LLC
✚
|
NY | 2.0 |
|
Blue Point Capital Partners LLC
✚
|
OH | 1.9 |
|
Serve Capital Partners LLC
✚
|
TX | 1.9 |
|
Long Ridge Capital Management LP
✚
|
NY | 1.9 |
|
Mason Wells Inc
✚
|
WI | 1.9 |