| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Sundance Mhc Impact, LLC | Real Estate | $11.3M | $100K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Ann Elizabeth Mastic Control | Chief Compliance Officer | Under 5% | 2021 |
| Bryan Swiss Control | General Counsel | Under 5% | 2021 |
| Matthew Scott Romney Control | Manager | Under 5% | 2022 |
Sundance Bay Investment Manager, LLC reports $2.1 billion in regulatory assets under management on its Form ADV.
Sundance Bay Investment Manager, LLC manages 1 private funds with combined gross assets of $11.3 million.
Sundance Bay Investment Manager, LLC reports 70 employees.
Sundance Bay Investment Manager, LLC is based in Salt Lake City, UT and has been SEC-registered since 2020.
Sundance Bay Investment Manager, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1240 East 2100 South, Suite 300, Salt Lake City, UT 84106-2817 |
| Phone | 801-783-3430 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Denver Regional Office (DRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
| Discretionary | $1.99B |
| Non-discretionary | $126.5M |
| Total (RAUM) | $2.12B |