Data / Investment advisers / New York / Sunstone Asset Management
Sunstone Asset Management, New York, NY: $220 million AUM, SEC registered investment adviser
Sunstone Asset Management is an SEC registered investment adviser with its main office in New York, New York and reports $220 million in regulatory assets under management in its Form ADV filed March 23, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 328895
- SEC file number
- 801-133932
- SEC status
- Approved, effective July 23, 2025
- Legal name
- Sunstone Asset Management, LP
- Main office
- 800 3rd Avenue Suite 1510, New York, NY 10022
- Phone
- (212) 554-3110
- Website
- sunstoneam.com
- Regulatory AUM
- $220,211,153 in the Form ADV filed March 23, 2026
- Discretionary AUM
- $220,211,153
- Accounts
- 4
- Employees
- 4, of which 3 give investment advice
- Form of organization
- Limited Partnership
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 1: 1 hedge fund
- Gross assets of private funds
- $73,988,321
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 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 | 4 | $220.2 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 of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $220.2 million | March 23, 2026 |
| December 1, 2025 | $181.2 million | June 23, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Cais Advisors | New York | $225.3 million | 2 | adviserinfo.sec.gov |
| Iadvise Partners | New York | $224.5 million | Not listed | adviserinfo.sec.gov |
| Ferghana Investment Partners, LP | New York | $222.2 million | 2 | adviserinfo.sec.gov |
| Cross Border Wealth, LLC | New York | $221.9 million | Not listed | adviserinfo.sec.gov |
| Muzinich BDC Adviser, LLC | New York | $220.9 million | Not listed | adviserinfo.sec.gov |
| Terra Nova Asset Management LLC | New York | $220.2 million | Not listed | adviserinfo.sec.gov |
| Stabilis Capital Management, LP | New York | $220.2 million | 1 | adviserinfo.sec.gov |
| Tolis Advisors, LP | New York | $219.6 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Sunstone Asset 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.