Sunrift Capital Partners LLC

Overview

Sunrift Capital Partners LLC is an independent, owner-managed limited liability advisory firm that serves both individual/family and institutional clients. The firm describes itself as a capital allocator, providing financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and investor education through seminars and workshops. Compensation options are flexible and include percentage-of-assets, hourly billing, and fixed-fee arrangements. Sunrift is registered to conduct advisory activity in Arizona, Florida, Georgia, Indiana, Michigan, North Carolina, and Ohio. Sunrift does not position itself as an ESG-focused manager. Its operational footprint is modest, consistent with a boutique adviser that combines direct portfolio management with the ability to place client capital with outside managers when specialized exposures are required.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices