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⚲
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| Sunstone Partners Management LLC
✚
|
|
|---|---|
| CRD # | 305064 |
| SEC # | 801-117367 |
| CIK # | |
| AUM | $2.1 BB (2023-03-28) |
| Employees | 36 (61% Investors, 0% Brokers) |
| Phone | 650-289-4400 |
| Address | 400 S El Camino Real San Mateo, CA 94402 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Sunstone Partners Executive Fund III LP | [2023-01-20] | 0.0 | 1.8 |
| PE | Sunstone Partners III-A LP | [2023-01-20] | 0.0 | 22.7 |
| PE | Sunstone Partners Iii-Main LP | [2023-01-20] | 0.0 | 64.3 |
| PE | Sunstone Partners Executive Fund II LP | [2020-03-30] | 0.0 | 7.4 |
| PE | Sunstone Partners II-A LP | [2019-08-21] | 0.0 | 178.1 |
| PE | Sunstone Partners II LP | [2019-08-21] | 0.0 | 479.1 |
| PE | Sunstone Partners Co-Invest I LP | [2015-11-20] | 0.0 | 27.1 |
| PE | Sunstone Partners I LP | [2015-11-20] | 0.0 | 566.0 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| 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 | 2.3 |
| (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 | 2.3 |
| By Discretionary | ||
| Discretionary | 8 | 2.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 8 | 2.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.3 | |
| Total | 8 | 2.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2023 |
|---|---|---|---|
| Arneek Multani | 20 | ||
| John Moragne | 33 | ||
| Michael Biggee | 14 | ||
| Gustavo Alberelli | 10 | ||
| TC Growth GP-I LLC | 2 | ||
| TC Growth Management LLC | 2 |
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|
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