Sunshine Kapital

Overview

Sunshine Kapital is a small, privately owned advisory firm that focuses on discretionary portfolio management for individual and small-business clients. The firm’s stated investment preference is equities, and its portfolio mix is heavily weighted toward non-exchange-traded equity positions. Fee arrangements include a percentage-of-AUM component with the capacity to charge performance-based fees, which is consistent with a manager taking active, outcome-oriented positions. Sunshine Kapital does not position itself as an ESG-focused or multi-state adviser; its client base and product set are concentrated and boutique in scale.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices