Sundial Capital Management, L.P.
Firm details
- Headquarters
- Arlington, Texas
- CRD number
- 117461
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Sundial Capital Management, L.P. is an institutional registered investment adviser structured as a domestic entity. The firm serves primarily institutional clients while also offering portfolio management services to individuals, small businesses and other corporate or institutional investors. Its fee model combines a percentage-of-assets charge with performance-based fees. Sundial is not an active ESG investor and is not registered as a multi-state adviser in the supplied data.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Brian Nerney
Managing PartnerCRD 4476700
Trent Schlauch
Financial AdvisorCRD 5288872
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Arlington, TX
Tarrant
Location
Arlington, TX
Headquartered in Arlington, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Tarrant
- Address
- 2109 Shadow Ridge Dr
- Time zone
- CT (UTC-6)
- Office locations
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