Sunstone Partners

Fee-Only (% of Portfolio)

Sunstone Partners provides investment advice and manages investments in growth equity-stage companies in the United States and Canada, focused on technology-enabled services. The firm's services include investigating, identifying, and evaluating investment opportunities, structuring, negotiating and executing investments, managing and monitoring performance, and advising on dispositions.

Assets Under Management$2B
Clients8
AdvisorsN/A
Avg. per Client$250M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Sunstone Partners does not directly manage investments for individual investors. The firm manages investments for private investment funds, and is compensated through asset-based management fees and performance-based profit distributions.

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Sunstone Partners | TrueAdvisor