Data / Investment advisers / Louisiana / Suncap Management
Suncap Management, New Orleans, LA: $380 million AUM, SEC registered investment adviser
Suncap Management is an SEC registered investment adviser with its main office in New Orleans, Louisiana and reports $380 million in regulatory assets under management in its Form ADV filed July 1, 2026. Its clients include state and municipal governments, individuals and high net worth individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 304638
- SEC file number
- 801-117295
- SEC status
- Approved, effective July 30, 2019
- Legal name
- Suncoast Capital Management
- Main office
- 2021 Lakeshore Drive Suite 200, New Orleans, LA 70122
- Phone
- (800) 478-6227
- Website
- 4suncap.com
- Regulatory AUM
- $380,000,000 in the Form ADV filed July 1, 2026
- Non discretionary AUM
- $380,000,000
- Accounts
- 105
- Employees
- 4, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 1, 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 |
|---|---|---|
| State or municipal government entities | 1 | $350 million |
| Individuals (other than high net worth individuals) | 75 | $13 million |
| High net worth individuals | 25 | $12 million |
| Pension and profit sharing plans | 4 | $5 million |
Other advisers in New Orleans
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Argent Retirement Plan Advisors, LLC | New Orleans | $683.1 million | Not listed | adviserinfo.sec.gov |
| Hubbell Strickland Wealth Management, LLC | New Orleans | $617.9 million | Not listed | adviserinfo.sec.gov |
| Walter C. Flower & Co., Inc | New Orleans | $591.3 million | Not listed | adviserinfo.sec.gov |
| Carr's Hill Partners | New Orleans | $492.7 million | 8 | adviserinfo.sec.gov |
| Thirtynorth Investments, LLC | New Orleans | $467.8 million | Not listed | adviserinfo.sec.gov |
| Hancock Whitney Investment Services Inc. | New Orleans | $306.1 million | Not listed | adviserinfo.sec.gov |
| Search Fund Accelerator, LLC | New Orleans | $298.9 million | 8 | adviserinfo.sec.gov |
| Deane Retirement Strategies, Inc. | New Orleans | $250.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New Orleans, LA
- Investment advisers in Louisiana
- Advisers with $100 million to $500 million in AUM
- Advisers serving state and municipal governments
- Advisers serving individuals
- Suncap Management on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.