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Sundermann Capital Management LLC (Greenwood Village)


Sundermann Capital Management LLC is an adviser based in Greenwood Village. It manages $55.36 million of regulatory assets for 53 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Colorado and Texas.




Sundermann Capital Management provides portfolio management for individuals and small businesses and consulting for securities arbitration and adjudication. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sundermann Capital Management: assets under management

The assets under management (AUM) of Sundermann Capital Management LLC is $55.36 million. The firm's AUM has grown by 65% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $52.18 million in discretionary accounts and $3.18 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.02 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.59 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sundermann Capital Management LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Greenwood Village

The principal office where Sundermann Capital Management LLC performs its advisory services is located at 8400 E. Prentice Avenue, Greenwood Village, CO 80111 2925, 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 303-758-1223 or by fax 303-793-3111. The normal business hours are 8:00am to 5:00pm on Monday - Friday.


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