Data / Investment advisers / Florida / Sun Capital Advisors, L.P.
Sun Capital Advisors, L.P., Boca Raton, FL: $5.8 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Sun Capital Advisors, L.P. is an SEC registered investment adviser with its main office in Boca Raton, Florida and reports $5.8 billion in regulatory assets under management in its Form ADV filed June 23, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 16 private funds.
The request: Watch Sun Capital Advisors, L.P. (CRD number 155109): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 155109
- SEC file number
- 801-73215
- SEC status
- Approved, effective March 27, 2012
- Main office
- 5200 Town Center Circle 4th Floor, Boca Raton, FL 33486
- Phone
- (561) 394-0550
- Website
- vimeo.com
- Regulatory AUM
- $5,843,293,394 in the Form ADV filed June 23, 2026
- Discretionary AUM
- $5,843,293,394
- Accounts
- 16
- Employees
- 58, of which 35 give investment advice
- Form of organization
- Limited Partnership
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 16: 14 private equity funds, 2 hedge funds
- Gross assets of private funds
- $5,843,293,394
- Other offices
- 2
- Umbrella registration
- 8 relying advisers
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 23, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 16 | $5.84 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $5.84 billion | March 31, 2026 |
| December 1, 2025 | $6.17 billion | October 24, 2025 |
Other advisers in Boca Raton
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Polen Capital Management, LLC | Boca Raton | $24.06 billion | 2 | adviserinfo.sec.gov |
| Kare Manager Holdings, L.P. | Boca Raton | $19.82 billion | 26 | adviserinfo.sec.gov |
| Digital Bridge Advisors, LLC | Boca Raton | $14.60 billion | 45 | adviserinfo.sec.gov |
| Ae Industrial Partners, LP | Boca Raton | $7.72 billion | 36 | adviserinfo.sec.gov |
| Isam Funds (USA) LLC | Boca Raton | $5.95 billion | 3 | adviserinfo.sec.gov |
| Slavic Mutual Funds Management Corp. | Boca Raton | $4.97 billion | Not listed | adviserinfo.sec.gov |
| Acasta Partners US LLC | Boca Raton | $4.72 billion | 1 | adviserinfo.sec.gov |
| Fourth Sail Capital US LP | Boca Raton | $3.67 billion | 3 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Boca Raton, FL
- Investment advisers in Florida
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Sun Capital Advisors, L.P. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.