SUNDANCE BAY INVESTMENT MANAGER, LLC
Legal name: SUNDANCE BAY
CRD #301868 SEC #801-118520 SALT LAKE CITY, UT 801-783-3430
SEC Registered Private Funds
Total AUM
$2.1B
Discretionary
$2B
Employees
70
Clients
0
Accounts
8
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.1B | $2B | $126.5M | 70 | 0 |
| Mar 2024 | $2B | $1.9B | $92.7M | 72 | 0 |
| Mar 2023 | $987.8M | $888.4M | $99.4M | 78 | 0 |
| Oct 2022 | $718M | $684M | $34M | 61 | 0 |
| Apr 2022 | $718M | $684M | $34M | 61 | 0 |
| Jan 2022 | $461.3M | $451.6M | $9.7M | 47 | 0 |
| Jul 2021 | $461.3M | $451.6M | $9.7M | 47 | 0 |
| Jun 2021 | $466.8M | $458.3M | $8.5M | 31 | 0 |
| Apr 2021 | $466.8M | $458.3M | $8.5M | 31 | 0 |
| Apr 2021 | $441.1M | $432.6M | $8.5M | 31 | 0 |
| Apr 2021 | $441.1M | $432.6M | $8.5M | 31 | 0 |
| Feb 2021 | $270.4M | $270.4M | $0 | 40 | 0 |
| Mar 2020 | $270.4M | $270.4M | $0 | 40 | 0 |
DateMar 2025
Total AUM$2.1B
Discretionary$2B
Non-Disc.$126.5M
Employees70
Clients0
DateMar 2024
Total AUM$2B
Discretionary$1.9B
Non-Disc.$92.7M
Employees72
Clients0
DateMar 2023
Total AUM$987.8M
Discretionary$888.4M
Non-Disc.$99.4M
Employees78
Clients0
DateOct 2022
Total AUM$718M
Discretionary$684M
Non-Disc.$34M
Employees61
Clients0
DateApr 2022
Total AUM$718M
Discretionary$684M
Non-Disc.$34M
Employees61
Clients0
DateJan 2022
Total AUM$461.3M
Discretionary$451.6M
Non-Disc.$9.7M
Employees47
Clients0
DateJul 2021
Total AUM$461.3M
Discretionary$451.6M
Non-Disc.$9.7M
Employees47
Clients0
DateJun 2021
Total AUM$466.8M
Discretionary$458.3M
Non-Disc.$8.5M
Employees31
Clients0
DateApr 2021
Total AUM$466.8M
Discretionary$458.3M
Non-Disc.$8.5M
Employees31
Clients0
DateApr 2021
Total AUM$441.1M
Discretionary$432.6M
Non-Disc.$8.5M
Employees31
Clients0
DateApr 2021
Total AUM$441.1M
Discretionary$432.6M
Non-Disc.$8.5M
Employees31
Clients0
DateFeb 2021
Total AUM$270.4M
Discretionary$270.4M
Non-Disc.$0
Employees40
Clients0
DateMar 2020
Total AUM$270.4M
Discretionary$270.4M
Non-Disc.$0
Employees40
Clients0