Sunstone Advisors, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Sunstone Advisors is an investment advisory firm that manages venture capital equity funds, pooled investment vehicles, and fixed income funds, while also providing advisory services for an immigrant investor visa program. The firm focuses on early-stage technology companies across sectors such as information technology, healthcare, consumer products, financial services, and energy. Sunstone Advisors does not provide investment advisory services to individual retail investors; instead, its clients are pooled investment vehicles and institutional entities whose offerings are restricted to accredited or qualified investors.

Assets Under Management$120M
Clients9
Advisors3
Avg. per Client$14M
Avg. per Advisor$41M

Fee Structure

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

3 Advisors at this firm