Sunstone Advisors, LLC
● SEC registered since 2023CRD 324002SEC# 801-127225Irvine, CA
Ranks #5,598 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$122.8M
Fund GAV
$73.6M
Private funds
8
Employees
25
Accounts
9
Location
Irvine, CA
Sunstone Advisors, LLC assets under management
Sunstone Advisors, LLC operates as an SEC-registered investment adviser based in Irvine, CA. The firm has been registered since 2023. It reports $122.8 million in regulatory assets under management and employs 25 people. Sunstone Advisors, LLC manages 8 private funds with combined gross assets of $73.6 million, including Sunstone Fixed Income Fund IV, LLC. By regulatory assets, it ranks 5,598 of 6,004 private fund managers.
Sunstone Advisors, LLC private funds
8 funds · $73.6M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Sunstone Fixed Income Fund IV, LLC | Securitized Asset | $64.6M | $250K |
| Sunstone Dream Fund, L.P. | Venture Capital | $2.9M | — |
| Sunstone Horizon Fund I, LP | Venture Capital | $1.4M | $50K |
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Join to unlock · $37/moSunstone Advisors, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Heather Shermaine Lewis | Member/Chief Compliance Officer | 10-25% | 2024 |
| John Paul Keisler Control | Member/Managing Member/Ceo | 25-50% | 2022 |
| John Zhong Shen Control | Member/Managing Member | 25-50% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Sunstone Advisors, LLC manage?
Sunstone Advisors, LLC reports $122.8 million in regulatory assets under management on its Form ADV.
How many private funds does Sunstone Advisors, LLC manage?
Sunstone Advisors, LLC manages 8 private funds with combined gross assets of $73.6 million.
How many employees does Sunstone Advisors, LLC have?
Sunstone Advisors, LLC reports 25 employees.
Where is Sunstone Advisors, LLC located?
Sunstone Advisors, LLC is based in Irvine, CA and has been SEC-registered since 2023.
Does Sunstone Advisors, LLC disclose fund performance?
Sunstone Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 18881 von Karman Avenue, Suite 500, Irvine, CA 92612 |
| Phone | 949-771-1764 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
Regulatory AUM
$122.8M▲ 29%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
AUM vs fund managersTop 93%
Larger than 7% of 6,004 private-fund managers
Number of fundsTop 30%
More funds than 70% of fund managers
EmployeesTop 20%
More than 80% of 16,825 advisers
Assets under management
$122.8Mregulatory AUM
Discretionary $77MNon-discretionary $45.9M
Fund type mix
Venture Capital7
Securitized Asset1