PPrivate Fund Data Log in Join · $37/mo

Sunbeam Capital Management, LLC

● SEC registered since 2017CRD 289723SEC# 801-112112
Export (members)
Reg. AUM
$213.2M
Employees
2
Accounts
132
Location

Sunbeam Capital Management, LLC assets under management

Sunbeam Capital Management, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2017. It reports $213.2 million in regulatory assets under management and employs 2 people.

Sunbeam Capital Management, LLC owners & executives

4 reported
NameTitleOwnershipSince
Ellis Anderson Carson ControlManaging Member/Chief Compliance OfficerOver 75%2017
Rainbow TrustOwner10-25%2017
Courtney William CarsonTrustee2017
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Sunbeam Capital Management, LLC manage?

Sunbeam Capital Management, LLC reports $213.2 million in regulatory assets under management on its Form ADV.

How many employees does Sunbeam Capital Management, LLC have?

Sunbeam Capital Management, LLC reports 2 employees.

Does Sunbeam Capital Management, LLC disclose fund performance?

Sunbeam Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone(901) 229-2132
Office hours9:00a.m. - 5:00p.m.
SEC regionAtlanta Regional Office (ARO)
CIK2057278
Discloses disciplinary historyNo

Assets under management

Discretionary$213.2M
Non-discretionary$0
Total (RAUM)$213.2M