| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Ambrus Sundial L.P. | Hedge | $2.2M | $250K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew James Hill Control | Manager | Under 5% | 2024 |
| Paul Gregory Babij Control | Manager/Investment Advisor Representative/Chief Compliance Officer | Under 5% | 2022 |
| Speculare B LLC Control | Member | 50-75% | 2022 |
Sundial Wealth LLC reports $139 million in regulatory assets under management on its Form ADV.
Sundial Wealth LLC manages 1 private funds with combined gross assets of $2.2 million.
Sundial Wealth LLC reports 3 employees.
Sundial Wealth LLC is based in Boca Raton, FL and has been SEC-registered since 2026.
Sundial Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3200 North Federal Highway, Suite 228, Boca Raton, FL 33431 |
| Phone | 561-302-4371 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $139M |
| Non-discretionary | $0 |
| Total (RAUM) | $139M |