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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LEWIS, HEATHER, SHERMAINE | I | CHIEF COMPLIANCE OFFICER | NA | |
| LEWIS, HEATHER, SHERMAINE | I | CHIEF COMPLIANCE OFFICER | NA | |
| LEWIS, HEATHER, SHERMAINE | I | CHIEF COMPLIANCE OFFICER | NA | |
| Terenzio, Susan, Lynn | I | CHIEF COMPLIANCE OFFICER | NA | |
| Terenzio, Susan, Lynn | I | CHIEF COMPLIANCE OFFICER | NA | |
| Terenzio, Susan, Lynn | I | CHIEF COMPLIANCE OFFICER | NA | |
| Keisler, John, Paul | I | MANAGING MEMBER/CEO | C | Control |
| Keisler, John, Paul | I | MANAGING MEMBER/CEO | C | Control |
| Keisler, John, Paul | I | MANAGING MEMBER/CEO | C | Control |
| Keisler, John, Paul | I | MANAGING MEMBER/CEO | C | Control |
| Keisler, John, Paul | I | MANAGING MEMBER/CEO | C | Control |
| Keisler, John, Paul | I | MANAGING MEMBER/CEO | C | Control |
| Keisler, John, Paul | I | MEMBER/MANAGING MEMBER/CEO | C | Control |
| SHEN, JOHN, ZHONG | I | MANAGING MEMBER | C | Control |
| SHEN, JOHN, ZHONG | I | MANAGING MEMBER | C | Control |
| SHEN, JOHN, ZHONG | I | MANAGING MEMBER | C | Control |
| SHEN, JOHN, ZHONG | I | MANAGING MEMBER | C | Control |
| SHEN, JOHN, ZHONG | I | MANAGING MEMBER | C | Control |
| SHEN, JOHN, ZHONG | I | MANAGING MEMBER | C | Control |
| SHEN, JOHN, ZHONG | I | MEMBER/MANAGING MEMBER | C | Control |
| STONE, MICHAEL | I | MANAGING MEMBER/COO | C | Control |
| STONE, MICHAEL | I | MANAGING MEMBER/COO | C | Control |
| STONE, MICHAEL | I | MANAGING MEMBER/COO | C | Control |
| STONE, MICHAEL | I | MANAGING MEMBER/COO | C | Control |
| STONE, MICHAEL | I | MANAGING MEMBER/COO | C | Control |
| STONE, MICHAEL | I | MANAGING MEMBER/COO | C | Control |
| STONE, MICHAEL | I | MEMBER/MANAGING MEMBER/COO | C | Control |
| Jiang, Jun | I | MANAGING MEMBER | B | Control |
| Jiang, Jun | I | MANAGING MEMBER | B | Control |
| Jiang, Jun | I | MANAGING MEMBER | B | Control |
| Jiang, Jun | I | MANAGING MEMBER | B | Control |
| Jiang, Jun | I | MANAGING MEMBER | B | Control |
| Jiang, Jun | I | MANAGING MEMBER | B | Control |
| Jiang, Jun | I | MEMBER/MANAGING MEMBER | B | Control |
| LEWIS, HEATHER, SHERMAINE | I | MEMBER/CHIEF COMPLIANCE OFFICER | B |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (1)
CA
Address
18881 VON KARMAN AVENUEFLOOR 5, SUITE 500
IRVINE, CA 92612
United States
Phone: 949-771-1764