Sunrise Capital Management LLC
RIASEC Registered
Total AUM
$85.3M
Discretionary
$85.3M
100% of AUM
Avg account
$533K
Accounts
160
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 235789
- Website
- www.sunrisecapital.us
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI95.37%
- Individuals4.63%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Sunrise Capital Management LLC is an independent, fee-based registered investment adviser serving individual and family clients, with a specific emphasis on portfolio management for individuals and small businesses. The firm is structured as a limited liability company owned by an individual and charges clients a percentage-of-AUM advisory fee. Sunrise is not positioned as an ESG-focused manager, does not act as a pension consultant, and is not designated as a multi-state adviser.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities61%
- US Government Bonds23%
- Private Funds15%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Doug Deibele
Chief Executive OfficerCRD 6500662
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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