Be advised. This firm is no longer registered.

Sunrise Capital Partners LLC

Sunrise Capital Partners LLC (CRD# 162070) is a financial advisory firm headquartered in Carlsbad, CA. They manage $14,721,028 in 16 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1000 Aviara Parkway, Suite 205, Carlsbad, CA 92011
http://www.sunrisecapital.com
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $920,064
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Sunrise Capital Partners LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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