SUNSTONE PARTNERS

SUNSTONE PARTNERS MANAGEMENT, LLC

CRD 305064 · SEC 801-117367

400 S. EL CAMINO REAL, SUITE 1500, SAN MATEO, CA, 94402, United States

Phone

1-650-289-4400

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.59B

Discretionary AUM

$1.59B

Team

39 total employees; 24 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-19

Disciplinary history

Services

Portfolio management (pooled vehicles)

Type	Clients	AUM
Pooled investment vehicles	8	$1.59B

Official SEC filing: View on IAPD