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| Sunstone Partners Management LLC
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| CRD # | 305064 |
| SEC # | 801-117367 |
| CIK # | 0001726265, 0001654360, 0001726250, 0001726273, 0001653185 |
| AUM | 1,587.0 M (2026-03-19) |
| Employees | 39 (62% 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 | AUM |
|---|---|---|---|---|
| PE | Sunstone Partners Executive Fund III LP | [2023-01-20] | 8.7 M | |
| Filed 2022-09-23 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Sunstone Partners III-A LP | [2023-01-20] | 106.2 M | |
| Offered $900,000,000 · Filed 2022-07-14 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $900,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Sunstone Partners III-Main LP | [2023-01-20] | 311.2 M | |
| Offered $900,000,000 · Filed 2022-07-14 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Minimum $15,000,000 · Remaining $900,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Sunstone Partners Executive Fund II LP | [2020-03-30] | 7.1 M | |
| Offered $10,000,000 · Filed 2020-03-03 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining $10,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Sunstone Partners II-A LP | [2019-08-21] | 133.2 M | |
| Offered $375,000,000 · Filed 2019-08-09 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Minimum $10,000,000 · Remaining $375,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Sunstone Partners II LP | [2019-08-21] | 360.5 M | |
| Offered $375,000,000 · Filed 2019-08-09 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Minimum $10,000,000 · Remaining $375,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Sunstone Partners Co-Invest I LP | [2015-11-20] | 0.1 M | |
| Offered $25,000,000 · Filed 2015-10-02 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $25,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Sunstone Partners I LP | [2015-11-20] | 221.8 M | |
| Offered $25,000,000 · Filed 2015-10-02 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $25,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($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 | 1.6 |
| (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 | 1.6 |
| By Discretionary | ||
| Discretionary | 8 | 1.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 8 | 1.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.6 | |
| Total | 8 | 1.6 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Arneek Multani | Director, Executive Officer | 20 | 3 | |
| John Moragne | Director | 34 | 2 | |
| Michael Biggee | Director, Executive Officer | 14 | 2 | |
| Gustavo Alberelli | Director, Executive Officer | 10 | 2 | |
| TC Growth Management LLC | Promoter | 2 | 2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001653185] | |
| D | [0001654360] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Private Equity |
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