TB Sunridge Advisors LLC
Firm details
- Headquarters
- Park City, Utah
- CRD number
- 295507
- Fee structure
- Percentage of AUM, Performance Based Fees
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
TB Sunridge Advisors LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm provides discretionary portfolio management across client types — individuals and small businesses, pooled investment vehicles, and institutional or corporate accounts. It also operates in commodity futures/managed futures capacity (listed as CPO or CTA) and acts as sponsor, general partner or managing member for pooled vehicles it advises. The firm charges asset-based fees and can assess performance-based compensation. It is not positioned as a capital allocator, does not describe itself as an active ESG investor, and is not identified as a multi-state or newly formed adviser in the available data. SEC registration year is not specified.
Assets & Accounts
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
Owners & executives
1 of 1
Matthew Tunney
CEOCRD 4865753
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Park City, UT
Summit
Location
Park City, UT
Headquartered in Park City, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Summit
- Address
- 1090 Center Dr
- Time zone
- MT (UTC-7)
- Office locations
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