Sunrise Capital Partners LLC is an investment adviser to an investment company based in Carlsbad. It manages $97.17 million of regulatory assets for 26 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of California.
Sunrise Capital Partners provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sunrise Capital Partners LLC is $97.17 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -74% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Sunrise Capital Partners LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, investment companies, and pooled investment vehicles. The largest group of clients of Sunrise Capital Partners is investment companies with 1 clients and $45 million of assets under management. Among the 9 most similar advisory firms, Sunrise Capital Partners has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $93.88 million for 25 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Sunrise Capital Partners doesn't advise any private funds.
The company employs 7 people that are either part- or full-time employees. 71 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Sunrise Capital Partners LLC performs its advisory services is located at 1000 Aviara Parkway, Carlsbad, CA 92011, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 858-259-8911 or by fax 858-259-7645. The normal business hours are 5 am to 5 pm on Monday - Friday. You can find more information about the New York firm at sunrisecapital.com and its LinkedIn profile.