Sunstone Advisors
Credit SEC-registered adviser
Legal name: Sunstone Advisors, LLC
AUM
$122.8M
Regulatory AUM
Private funds
8
Venture Capital 7 · Securitized Asset 1
Private fund assets
$73.6M
Gross asset value
Employees
25
Last Form D raise
Dec 2024
Most recent fund filing
From SEC Form ADV filing (filed Mar 31, 2026). View on SEC
People(5)
Owners and executive officers named on the firm's SEC Form ADV.
H
J
J
J
M
Funds(8)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Sunstone Fixed Income Fund IV, LLC | Securitized Asset | $64.6M | $10.4M | 88 | Dec 2024 | Cool |
| Sunstone Dream Fund, L.P. | Venture Capital | $2.9M | — | — | Sep 2023 | Cold |
| Sunstone Seatrec II, LLC | Venture Capital | $1.1M | $400K | 4 | Aug 2022 | Cold |
| Sunstone Seatrec I, LLC | Venture Capital | $663K | $657K | 10 | Aug 2022 | Cold |
| Sunstone Horizon Fund I, LP | Venture Capital | $1.4M | $1.1M | 11 | Aug 2022 | Cold |
| Sunstone Horizon Fund II, LP | Venture Capital | $1.2M | $200K | 2 | Aug 2022 | Cold |
| Lba Sunstone Fund II, LP | Venture Capital | $634K | $550K | 6 | Aug 2022 | Cold |
| Lba Sunstone Fund I, LP | Venture Capital | $1.0M | — | — | Jun 2020 | Cold |
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 324002
- SEC file number
- 801-127225
Sources
- SEC Form ADV Oct 14, 2026