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Data / Investment advisers / Florida / Sunrise Manager LLC

Sunrise Manager LLC, West Palm Beach, FL: $312 million AUM, SEC registered investment adviser

Sunrise Manager LLC is an SEC registered investment adviser with its main office in West Palm Beach, Florida and reports $312 million in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees.

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

Registration
SEC registered investment adviser
CRD number
330704
SEC file number
801-130413
SEC status
Approved, effective May 31, 2024
Main office
525 Okeechobee Blvd. Suite 1650, West Palm Beach, FL 33401
Phone
(561) 530-3315
Website
sunriserealtytrust.com
Regulatory AUM
$311,782,933 in the Form ADV filed March 31, 2026
Discretionary AUM
$311,782,933
Accounts
1
Employees
28, of which 9 give investment advice
Form of organization
Limited Liability Company
Paid through
a percentage of assets under management, performance based fees
Form ADV Item 11 disclosures
None reported
Latest Form ADV filing
March 31, 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 typeClientsAUM
Pooled investment vehicles1$311.8 million

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 ofAUMForm ADV filed
April 1, 2026$311.8 millionMarch 31, 2026
December 1, 2025$318.7 millionMay 22, 2025

Other advisers in West Palm Beach

AdviserCityAUMPrivate fundsSource
Priority Senior Secured Income Management, LLCWest Palm Beach$479.1 millionNot listedadviserinfo.sec.gov
Ardan Equity Partners, LLCWest Palm Beach$441.4 million11adviserinfo.sec.gov
Myriad Asset Management Advisors LLCWest Palm Beach$380.9 millionNot listedadviserinfo.sec.gov
Agnello Financial Group, Inc.West Palm Beach$378.6 millionNot listedadviserinfo.sec.gov
Remedium Capital PartnersWest Palm Beach$319 millionNot listedadviserinfo.sec.gov
Storr GroupWest Palm Beach$309.5 million4adviserinfo.sec.gov
Afc Management, LLCWest Palm Beach$275.8 millionNot listedadviserinfo.sec.gov
Krusen Capital Management, LLCWest Palm Beach$255.7 million1adviserinfo.sec.gov

Also on SpecStream

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.