Sundance Bay

Fee-Only (% of Portfolio)

Sundance Bay Investment Manager provides investment advisory and private fund management services, primarily on a discretionary basis, for real estate-related investments. Sundance Bay tailors its services to the needs of its Funds and generally does not provide investment advisory services to individuals or individually tailored client services operating as separately managed accounts or to the underlying investors in the Funds. However, in certain circumstances, Sundance Bay will provide discretionary services to institutional accounts that co-invest in some of our assets.

Assets Under Management$2.1B
Clients8
Advisors1
Avg. per Client$260M
Avg. per Advisor$2.1B

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1 Advisors at this firm