SUNSTONE PARTNERS MANAGEMENT, LLC
Legal name: SUNSTONE PARTNERS
CRD #305064 SEC #801-117367 SAN MATEO, CA 1-650-289-4400
SEC Registered Private Funds
Total AUM
$2B
Discretionary
$2B
Employees
37
Clients
--
Accounts
8
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2B | $2B | $0 | 37 | 0 |
| May 2024 | $2.2B | $2.2B | $0 | 37 | 0 |
| Mar 2024 | $2.2B | $2.2B | $0 | 37 | 0 |
| Apr 2023 | $2.1B | $2.1B | $0 | 38 | 0 |
| Mar 2023 | $2.1B | $2.1B | $0 | 38 | 0 |
| Jan 2023 | $2.3B | $2.3B | $0 | 36 | 0 |
| Mar 2022 | $1.3B | $1.3B | $0 | 32 | 5 |
| Jul 2021 | $923.3M | $923.3M | $0 | 27 | 0 |
| Mar 2021 | $923.3M | $923.3M | $0 | 27 | 0 |
| Apr 2020 | $837.7M | $837.7M | $0 | 21 | 0 |
| Mar 2020 | $857.7M | $857.7M | $0 | 21 | 0 |
| Aug 2019 | $766.8M | $766.8M | $0 | 15 | 0 |
| Aug 2019 | $766.8M | $766.8M | $0 | 15 | 0 |
DateMar 2025
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees37
Clients0
DateMay 2024
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees37
Clients0
DateMar 2024
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees37
Clients0
DateApr 2023
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees38
Clients0
DateMar 2023
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees38
Clients0
DateJan 2023
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees36
Clients0
DateMar 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees32
Clients5
DateJul 2021
Total AUM$923.3M
Discretionary$923.3M
Non-Disc.$0
Employees27
Clients0
DateMar 2021
Total AUM$923.3M
Discretionary$923.3M
Non-Disc.$0
Employees27
Clients0
DateApr 2020
Total AUM$837.7M
Discretionary$837.7M
Non-Disc.$0
Employees21
Clients0
DateMar 2020
Total AUM$857.7M
Discretionary$857.7M
Non-Disc.$0
Employees21
Clients0
DateAug 2019
Total AUM$766.8M
Discretionary$766.8M
Non-Disc.$0
Employees15
Clients0
DateAug 2019
Total AUM$766.8M
Discretionary$766.8M
Non-Disc.$0
Employees15
Clients0