| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Sunstone Fixed Income Fund IV, LLC | Securitized Asset | $60.7M | $250K |
| Sunstone Dream Fund, L.P. | Venture Capital | $3.1M | — |
| Lba Sunstone Fund II, LP | Venture Capital | $2.3M | $50K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Heather Shermaine Lewis | Member/Chief Compliance Officer | 10-25% | 2024 |
| John Paul Keisler Control | Member/Managing Member/Ceo | 25-50% | 2022 |
| John Zhong Shen Control | Member/Managing Member | 25-50% | 2022 |
Sunstone Advisors, LLC reports $95.6 million in regulatory assets under management on its Form ADV.
Sunstone Advisors, LLC manages 8 private funds with combined gross assets of $72.7 million.
Sunstone Advisors, LLC reports 19 employees.
Sunstone Advisors, LLC is based in Irvine, CA and has been SEC-registered since 2023.
Sunstone Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 18881 von Karman Avenue, Floor 5, Suite 500, Irvine, CA 92612 |
| Phone | 949-771-1764 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
| Discretionary | $77.3M |
| Non-discretionary | $18.3M |
| Total (RAUM) | $95.6M |