Sunstone Asset Management

Fee-Only (% of Portfolio)

Sunstone Asset Management, LP is an investment adviser based in New York, New York, providing investment advisory services on a discretionary basis to pooled investment vehicles, including its own funds and third-party managed funds. Sunstone Asset Management, LP employs a multi-strategy approach toward technology, media, and telecom investing, focusing on capital preservation, flexibility, and positive long-term returns with relatively low volatility. The firm utilizes opportunistic investing across the capital structure, including long/short equities, convertible bonds, and event-driven trades such as merger arbitrage and appraisal rights. Sunstone Asset Management, LP does not tailor its advisory services to the individual needs of fund investors, does not participate in wrap fee programs, and focuses exclusively on institutional and pooled investment strategies.

Assets Under Management$220M
Clients4
AdvisorsN/A
Avg. per Client$55M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Funds pay an asset-based investment management fee ranging from 1.25% to 1.5% per annum. An affiliated general partner also receives annual performance-based compensation ranging from 15% to 20% of net capital appreciation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

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