SUNDOWNER CAPITAL MANAGEMENT LLC

Overview

Sundowner Capital Management LLC is a small, client-focused advisory firm that manages primarily individual and family portfolios with a clear tilt toward equities. The firm acts as a capital allocator and provides discretionary portfolio management while also using outside managers when they deem specialist expertise is required. Their stated business model is fee-based, charging a percentage of assets under management, and they explicitly do not position themselves as an active ESG investor. Investment behavior shows a strong preference for exchange-traded instruments as the core building blocks of client portfolios, supplemented by fixed income and mutual fund exposures for balance. The firm emphasizes liquid, tradable exposures and relies on third-party advisers for alternative or specialist allocations rather than running large in-house private investment programs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices