SUNDANCE ADVISORS, INC.
Legal name: SUNDANCE ADVISORS
CRD #139741 SEC #801-66405 PITTSBURGH, PA 412-366-2813
SEC Registered
Total AUM
$226M
Discretionary
$226M
Employees
2
Clients
0
Accounts
103
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2024 | $226M | $226M | $0 | 2 | 0 |
| Feb 2023 | $198.7M | $198.7M | $0 | 2 | 0 |
| Mar 2022 | $219M | $219M | $0 | 2 | 0 |
| Mar 2021 | $212.8M | $212.8M | $0 | 2 | 0 |
| Jun 2020 | $190M | $190M | $0 | 2 | 0 |
| Mar 2020 | $190M | $190M | $0 | 2 | 0 |
| Mar 2019 | $188M | $188M | $0 | 2 | 0 |
| Mar 2018 | $196M | $196M | $0 | 2 | 0 |
| Feb 2017 | $175M | $175M | $0 | 2 | 26 |
| Aug 2016 | $195M | $195M | $0 | 1 | 125 |
| Feb 2016 | $195M | $195M | $0 | 1 | 125 |
| Mar 2015 | $206.9M | $206.9M | $0 | 1 | 125 |
| Feb 2015 | $215M | $215M | $0 | 1 | 125 |
| Feb 2015 | $285M | $285M | $0 | 1 | 125 |
| Mar 2014 | $225M | $225M | $0 | 1 | 125 |
| Feb 2013 | $235M | $235M | $0 | 1 | 125 |
| Mar 2012 | $255M | $255M | $0 | 1 | 125 |
| Feb 2011 | $250M | $250M | $0 | 5 | -- |
| Aug 2010 | $190M | $190M | $0 | 5 | -- |
| Feb 2007 | $25M | $10M | $15M | 5 | -- |
| Mar 2006 | $25M | $10M | $15M | 5 | -- |
| Mar 2006 | $25M | $10M | $15M | 5 | -- |
| Mar 2006 | $25M | $10M | $15M | 5 | -- |
DateFeb 2024
Total AUM$226M
Discretionary$226M
Non-Disc.$0
Employees2
Clients0
DateFeb 2023
Total AUM$198.7M
Discretionary$198.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$219M
Discretionary$219M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$212.8M
Discretionary$212.8M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$190M
Discretionary$190M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$190M
Discretionary$190M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$188M
Discretionary$188M
Non-Disc.$0
Employees2
Clients0
DateMar 2018
Total AUM$196M
Discretionary$196M
Non-Disc.$0
Employees2
Clients0
DateFeb 2017
Total AUM$175M
Discretionary$175M
Non-Disc.$0
Employees2
Clients26
DateAug 2016
Total AUM$195M
Discretionary$195M
Non-Disc.$0
Employees1
Clients125
DateFeb 2016
Total AUM$195M
Discretionary$195M
Non-Disc.$0
Employees1
Clients125
DateMar 2015
Total AUM$206.9M
Discretionary$206.9M
Non-Disc.$0
Employees1
Clients125
DateFeb 2015
Total AUM$215M
Discretionary$215M
Non-Disc.$0
Employees1
Clients125
DateFeb 2015
Total AUM$285M
Discretionary$285M
Non-Disc.$0
Employees1
Clients125
DateMar 2014
Total AUM$225M
Discretionary$225M
Non-Disc.$0
Employees1
Clients125
DateFeb 2013
Total AUM$235M
Discretionary$235M
Non-Disc.$0
Employees1
Clients125
DateMar 2012
Total AUM$255M
Discretionary$255M
Non-Disc.$0
Employees1
Clients125
DateFeb 2011
Total AUM$250M
Discretionary$250M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$190M
Discretionary$190M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$25M
Discretionary$10M
Non-Disc.$15M
Employees5
Clients--
DateMar 2006
Total AUM$25M
Discretionary$10M
Non-Disc.$15M
Employees5
Clients--
DateMar 2006
Total AUM$25M
Discretionary$10M
Non-Disc.$15M
Employees5
Clients--
DateMar 2006
Total AUM$25M
Discretionary$10M
Non-Disc.$15M
Employees5
Clients--