Sundial Capital provides investment management services to Sundial Partners LP, a private investment limited partnership. The firm advises on asset allocation and investment selection for the fund. Sundial Capital does not manage individual investment accounts. Investors in the fund must be "qualified clients."
Assets Under Management$300K
Clients1
Advisors2
Avg. per Client$300K
Avg. per Advisor$150K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The firm also charges a performance fee of 20% of net income for the year in excess of any previously unrecovered net losses.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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