SUNSTONE ADVISORS, LLC

CRD 324002 · SEC 801-127225

18881 VON KARMAN AVENUE, SUITE 500, IRVINE, CA, 92612, United States

Phone

949-771-1764

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$122.8M

Discretionary AUM

$77.0M

Team

25 total employees; 9 advisory reps

Clients

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Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

Services

Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers

Type	Clients	AUM
Pooled investment vehicles	8	$74.1M

Official SEC filing: View on IAPD