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SUNSTONE PARTNERS

Tel: 1-650-289-4400
400 S. El Camino Real
Suite 1500
San Mateo, California  94402

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SUNSTONE PARTNERS

SUNSTONE PARTNERS is a San Mateo, California based financial advisory firm with nearly $2,155,315,048 in assets under management and provides investment advisory services for 8 clients. There are currently 37 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for pooled investment vehicles

Fee Structure:

A percentage of AUM, Performance Based

Firm CRD#:

305064

SEC#:

801-117367

No. of Clients:

8

Assets under Management

$2,155,315,048

No. of Advisors:

37

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