SUNESIS ADVISORS, LLC

Overview

Sunesis Advisors, LLC is an independent registered investment adviser organized as an LLC and operating since 2011. The firm describes itself as a capital allocator that serves individual and family clients, providing financial planning, discretionary portfolio management for individuals and small businesses, and selection of other advisers. Fee arrangements include percentage-of-AUM billing alongside fixed-fee engagements. Sunesis reports a clear equity preference and makes active choices about manager selection and third‑party relationships rather than running a pure in‑house only model. The firm is not an active ESG investor and does not position itself as a pension consultant or a related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices