Overview
Assets Under Management: $100 million
High-Net-Worth Clients: 14
Average Client Assets: $5.5 million
Frequently Asked Questions
SUNDOWNER CAPITAL MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #146253), SUNDOWNER CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
SUNDOWNER CAPITAL MANAGEMENT LLC serves 14 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, SUNDOWNER CAPITAL MANAGEMENT LLC offers portfolio management for individuals and selection of other advisors. View all service details ↓
SUNDOWNER CAPITAL MANAGEMENT LLC manages $100 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, SUNDOWNER CAPITAL MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 14
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.43%
Average Client Assets: $5.5 million
Total Client Accounts: 116
Discretionary Accounts: 95
Non-Discretionary Accounts: 21
Regulatory Filings
CRD Number: 146253
Filing ID: 2078938
Last Filing Date: 2026-03-30 13:16:00