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SUNRIFT CAPITAL PARTNERS LLC
CRD 159583
1916 CROWN PLAZA BLVD., SUITE 139, PLAINFIELD, IN, 46168, United States
Phone
317-272-5810
Fax
888-870-9597
Registration
— (—)
Source
State registered
Total AUM
$41.8M
Discretionary AUM
$41.8M
Team
1 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-23
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 198 | $31.4M |
| High net worth individuals | 7 | $8.5M |
| Charitable organizations | 2 | $1.8M |
All web addresses on file
Official SEC filing: View on IAPD