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SUNDANCE BAY

SUNDANCE BAY INVESTMENT MANAGER, LLC

CRD 301868 · SEC 801-118520

Visit website

1240 EAST 2100 SOUTH, SUITE 300, SALT LAKE CITY, UT, 84106-2817, United States

Phone

801-783-3430

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.09B

Discretionary AUM

$1.99B

Team

69 total employees; 43 advisory reps

Clients

0

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

TypeClientsAUM
Pooled investment vehicles7$2.09B
State/municipal entities1$5.0M

States served

UT

All web addresses on file

Official SEC filing: View on IAPD