Sundance Bay Investment Manager, LLC
● SEC registered since 2020CRD 301868SEC# 801-118520Salt Lake City, UT
Ranks #2,127 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$2.09B
Fund GAV
$1.6M
Private funds
1
Employees
69
Accounts
8
Location
Salt Lake City, UT
Sundance Bay Investment Manager, LLC assets under management
Sundance Bay Investment Manager, LLC is an SEC-registered investment adviser based in Salt Lake City, UT. The firm has been registered since 2020. It reports $2.1 billion in regulatory assets under management and employs 69 people. Sundance Bay Investment Manager, LLC manages 1 private fund with combined gross assets of $1.6 million, including Sundance Mhc Impact, LLC. By regulatory assets, it ranks 2,127 of 6,004 private fund managers.
Sundance Bay Investment Manager, LLC private funds
1 funds · $1.6M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Sundance Mhc Impact, LLC | Real Estate | $1.6M | $100K |
Sundance Bay Investment Manager, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ann Elizabeth Mastic Control | Chief Compliance Officer | Under 5% | 2021 |
| Bryan Swiss Control | General Counsel | Under 5% | 2021 |
| Matthew Scott Romney Control | Manager | Under 5% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Sundance Bay Investment Manager, LLC manage?
Sundance Bay Investment Manager, LLC reports $2.1 billion in regulatory assets under management on its Form ADV.
How many private funds does Sundance Bay Investment Manager, LLC manage?
Sundance Bay Investment Manager, LLC manages 1 private funds with combined gross assets of $1.6 million.
How many employees does Sundance Bay Investment Manager, LLC have?
Sundance Bay Investment Manager, LLC reports 69 employees.
Where is Sundance Bay Investment Manager, LLC located?
Sundance Bay Investment Manager, LLC is based in Salt Lake City, UT and has been SEC-registered since 2020.
Does Sundance Bay Investment Manager, LLC disclose fund performance?
Sundance Bay Investment Manager, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1240 East 2100 South, Suite 300, Salt Lake City, UT 84106-2817 |
| Phone | 801-783-3430 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Denver Regional Office (DRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
Regulatory AUM
$2.09B▼ 1%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 22%
Larger than 78% of 16,271 advisers
AUM vs fund managersTop 35%
Larger than 65% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 9%
More than 91% of 16,825 advisers
Assets under management
$2.09Bregulatory AUM
Discretionary $1.99BNon-discretionary $96.7M