SUNRIFT CAPITAL PARTNERS LLC

Overview

Sunrift Capital Partners LLC operates as an independent, owner-managed registered investment adviser that serves both individual/family and institutional clients. The firm bills itself as a capital allocator and provides a mix of advisory services centered on financial planning, discretionary portfolio management for individuals and small businesses, selection and oversight of outside managers, and client education through seminars and workshops. Its fee arrangements are flexible: percentage-of-AUM, hourly, and fixed-fee engagements are all used depending on client needs. Investment activity shows a clear tilt toward publicly traded equities as the primary building block of client portfolios. The adviser emphasizes exchange-traded instruments for core exposure while using external managers and third-party funds to access less liquid or specialist strategies. Sunrift does not position itself as an active ESG investor and targets clients who want a mix of direct-market exposure and selective alternative allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices