SUNSTONE ADVISORS, LLC
CRD #324002 SEC #801-127225 IRVINE, CA 949-771-1764
SEC Registered Private Funds
Total AUM
$95.6M
Discretionary
$77.3M
Employees
19
Clients
--
Accounts
9
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $95.6M | $77.3M | $18.3M | 19 | 0 |
| Jul 2024 | $104.9M | $86.2M | $18.7M | 26 | 0 |
| Mar 2024 | $104.9M | $86.2M | $18.7M | 27 | 0 |
| Jan 2024 | $130.3M | $109.8M | $20.5M | 12 | 0 |
| May 2023 | $130.3M | $109.8M | $20.5M | 12 | 0 |
| May 2023 | $130.3M | $109.8M | $20.5M | 12 | 0 |
| Dec 2022 | $0 | $0 | $0 | 12 | 0 |
DateMar 2025
Total AUM$95.6M
Discretionary$77.3M
Non-Disc.$18.3M
Employees19
Clients0
DateJul 2024
Total AUM$104.9M
Discretionary$86.2M
Non-Disc.$18.7M
Employees26
Clients0
DateMar 2024
Total AUM$104.9M
Discretionary$86.2M
Non-Disc.$18.7M
Employees27
Clients0
DateJan 2024
Total AUM$130.3M
Discretionary$109.8M
Non-Disc.$20.5M
Employees12
Clients0
DateMay 2023
Total AUM$130.3M
Discretionary$109.8M
Non-Disc.$20.5M
Employees12
Clients0
DateMay 2023
Total AUM$130.3M
Discretionary$109.8M
Non-Disc.$20.5M
Employees12
Clients0
DateDec 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0