Sunstone Advisors, LLC
Irvine, CA · CRD 324002
Other private funds manager
Sunstone Advisors, LLC is an SEC-registered investment adviser based in Irvine, CA that reports managing 8 private funds on Form ADV, including 7 venture capital funds. It reports $122.8 million in regulatory assets under management. Its private funds hold $73.6 million in gross assets.
- Regulatory assets under management
- $122.8 millionForm ADV Item 5.F
- Gross assets of private funds
- $73.6 millionAll private fund types, Form ADV
- Private funds managed
- 8PE 0 · VC 7 · hedge 0
- Employees
- 25Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 324002
- Latest Form ADV
- 03/31/2026Disciplinary disclosures: none reported
Private investment funds filing Form D (1)
Fund
First sale
Raised
Investors
Minimum
Offering
Sunstone Fixed Income Fund IV, LLC
Irvine, CA
First saleJul 2020
Raised$10.4M
Investors88
Minimum$100K
Offering506(b)
Matched to this firm by the fund names and related persons in each Form D. The list may be incomplete.
Private funds reported on Form ADV (8)
Fund
Gross assets
Minimum
Owners
Adviser
Sunstone Fixed Income Fund IV, LLC
Delaware, United StatesSecuritized asset fund
Gross assets$74.4M
Minimum$250K
Owners1
AdviserSunstone Advisors, LLC
Sunstone Dream Fund, L.P.
Delaware, United StatesVenture capital fund
Gross assets$3.0M
MinimumNone set
Owners2
AdviserSunstone Advisors, LLC
LBA Sunstone Fund II, LP
Delaware, United StatesVenture capital fund
Gross assets$2.3M
Minimum$50K
Owners8
AdviserSunstone Advisors, LLC
Sunstone Horizon Fund I, LP
Delaware, United StatesVenture capital fund
Gross assets$1.9M
Minimum$50K
Owners12
AdviserSunstone Advisors, LLC
Sunstone Horizon Fund II, LP
Delaware, United StatesVenture capital fund
Gross assets$1.7M
Minimum$50K
Owners3
AdviserSunstone Advisors, LLC
LBA Sunstone Fund I, LP
Delaware, United StatesVenture capital fund
Gross assets$1.3M
Minimum$100K
Owners16
AdviserSunstone Advisors, LLC
Sunstone Seatrec II, LLC
Delaware, United StatesVenture capital fund
Gross assets$1.0M
Minimum$1.0
Owners5
AdviserSunstone Advisors, LLC
Sunstone Seatrec I, LLC
Delaware, United StatesVenture capital fund
Gross assets$650K
Minimum$1.0
Owners10
AdviserSunstone Advisors, LLC
As reported in the adviser's Form ADV filed Jul 2, 2024. Funds also listed from Form D are shown above.
From SEC filings. Firm data comes from the SEC's Form ADV data. AltMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures