TB Sunridge Advisors LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Matthew Tunney

    Matthew Tunney

    CEOCRD 4865753

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth