Suncap Management

Overview

Suncap Management is an independent, corporation-form-registered investment adviser that became SEC-registered in 2019. The firm is owner-operated (individual owner) and identifies as a capital allocator, working with both high-net-worth individuals and families as well as institutional clients. Its advisory practice combines financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of outside advisers; the firm also runs educational seminars and workshops. Suncap is registered to provide municipal advisory services. Fee arrangements include percentage-of-AUM fees alongside hourly and fixed-fee engagements, which aligns with its mix of planning, consulting and advisory assignments. The firm does not present itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives