Sunbeam Capital Management, LLC
● SEC registered since 2017CRD 289723SEC# 801-112112
Reg. AUM
$410.2M
Employees
3
Accounts
239
Location
—
Sunbeam Capital Management, LLC assets under management
Sunbeam Capital Management, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2017. It reports $410.2 million in regulatory assets under management and employs 3 people.
Sunbeam Capital Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ellis Anderson Carson Control | Managing Member/Chief Compliance Officer | Over 75% | 2017 |
| Rainbow Trust | Owner | 10-25% | 2017 |
| Courtney William Carson | Trustee | — | 2017 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Sunbeam Capital Management, LLC manage?
Sunbeam Capital Management, LLC reports $410.2 million in regulatory assets under management on its Form ADV.
How many employees does Sunbeam Capital Management, LLC have?
Sunbeam Capital Management, LLC reports 3 employees.
Does Sunbeam Capital Management, LLC disclose fund performance?
Sunbeam Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (901) 229-2132 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 2057278 |
| Discloses disciplinary history | No |
Regulatory AUM
$410.2M▲ 92%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$410.2Mregulatory AUM
Discretionary $410.2M