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Sunesis Advisors, LLC

● SEC registered since 2011CRD 159114SEC# 801-72788Overland Park, KS
Export (members)
Reg. AUM
$1.23B
Employees
7
Accounts
489
Location
Overland Park, KS

Sunesis Advisors, LLC assets under management

Sunesis Advisors, LLC operates as an SEC-registered investment adviser based in Overland Park, KS. The firm has been registered since 2011. It reports $1.2 billion in regulatory assets under management and employs 7 people.
sunesisadvisors.comView on SEC.gov ↗

Sunesis Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Chad Richard Battison ControlManaging Member / CcoOver 75%2011
Stacy Lynn BrinesMember5-10%2015

Frequently asked questions

How much does Sunesis Advisors, LLC manage?

Sunesis Advisors, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.

How many employees does Sunesis Advisors, LLC have?

Sunesis Advisors, LLC reports 7 employees.

Where is Sunesis Advisors, LLC located?

Sunesis Advisors, LLC is based in Overland Park, KS and has been SEC-registered since 2011.

Does Sunesis Advisors, LLC disclose fund performance?

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

Contact & registration

Address6750 W 93rd Street, Suite 250, Overland Park, KS 66212
Phone913-815-4460
Fax913-815-4466
Office hours8:00 - 5:00
SEC regionDenver Regional Office (DRO)
CIK1748269
Discloses disciplinary historyNo

Assets under management

Discretionary$1.13B
Non-discretionary$107.5M
Total (RAUM)$1.23B