Sun Capital Advisors, L.P.

RIASEC RegisteredEst. 2012
Total AUM
$5.8B
Discretionary
$5.8B
100% of AUM
Avg account
$365M
Accounts
16
Employees
58
Advisory reps
5

Firm details

Headquarters
Boca Raton, Florida
CRD number
155109
Registered since
March 27, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Sun Capital Advisors, L.P. is a limited partnership that operates as a fund manager focused on private equity and related strategies. The firm is SEC-registered since 2012 and serves an institutional client base through pooled investment vehicles; it acts as an adviser and sponsor and serves as a GP/managing member of its funds. Sun Capital charges both a percentage-of-AUM fee and performance-based fees and reports that it is an active ESG investor. It is organized as a multifaceted manager that blends private equity and hedge-fund activity rather than functioning as a pure capital allocator.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • Marc Leder

    Marc Leder

    Co-CEOCRD 2302988

  • Angela Williams

    Chief Financial OfficerCRD 8200827

  • Rodger Krouse

    Rodger Krouse

    Co-CEOCRD 2426390

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Contacts

1 of 1
  • C. Deryl Couch

    C. Deryl Couch

    Managing Director, General CounselCRD 6026465

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Boca Raton, FL

Palm Beach

Location

Boca Raton, FL

Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
5200 Town Center Cir
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth