Data / Investment advisers / California / Sunstone Partners
Sunstone Partners, San Mateo, CA: $1.6 billion AUM, SEC registered investment adviser
Sunstone Partners is an SEC registered investment adviser with its main office in San Mateo, California and reports $1.6 billion in regulatory assets under management in its Form ADV filed July 2, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 8 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 305064
- SEC file number
- 801-117367
- SEC status
- Approved, effective September 20, 2019
- Legal name
- Sunstone Partners Management, LLC
- Main office
- 400 S. El Camino Real Suite 1500, San Mateo, CA 94402
- Phone
- (650) 289-4400
- Website
- sunstonepartners.com
- Regulatory AUM
- $1,586,963,155 in the Form ADV filed July 2, 2026
- Discretionary AUM
- $1,586,963,155
- Accounts
- 8
- Employees
- 39, of which 24 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 8: 8 private equity funds
- Gross assets of private funds
- $1,148,734,091
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 2, 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 | 8 | $1.59 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 | $1.59 billion | March 19, 2026 |
| December 1, 2025 | $1.99 billion | March 28, 2025 |
Other advisers in San Mateo
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Franklin Advisers, Inc. | San Mateo | $509.45 billion | 73 | adviserinfo.sec.gov |
| Fuller & Thaler Asset Management Inc | San Mateo | $30.25 billion | Not listed | adviserinfo.sec.gov |
| Westbridge Capital US Advisors, LP | San Mateo | $7.86 billion | 7 | adviserinfo.sec.gov |
| Tribe Capital | San Mateo | $3.44 billion | 81 | adviserinfo.sec.gov |
| Sumeru Equity Partners | San Mateo | $3.37 billion | 9 | adviserinfo.sec.gov |
| Hercules Adviser LLC | San Mateo | $1.56 billion | 5 | adviserinfo.sec.gov |
| Invictus Growth Partners | San Mateo | $1.26 billion | 17 | adviserinfo.sec.gov |
| Vantage Wealth Management, LLC | San Mateo | $1.12 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Mateo, CA
- Investment advisers in California
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Sunstone Partners 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.