SUNRISE CAPITAL MANAGEMENT LLC

Overview

Sunrise Capital Management LLC is a small, fee-based advisory firm that manages concentrated equity-oriented portfolios for individuals and families, as well as small-business clients. The firm runs discretionary portfolio management with a clear tilt toward publicly traded equities as the primary building block of client portfolios. It charges fees as a percentage of assets under management and focuses on direct portfolio construction rather than large proprietary product pushes. Advisory services are aimed at individual and family clients, with portfolio management targeted to meet household or small-business investment objectives. The firm is not positioned as an active ESG investor, is not a multi-state adviser, and does not list pension consulting or related-adviser services. Mutual funds are used as supplemental building blocks alongside exchange-traded instruments and third-party alternative fund allocations.

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Public Holdings

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Location & Offices