SEC-Registered Investment Adviser
Sunstone Advisors, LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated March 31, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- January 20, 2023
- Principal office
- 18881 Von Karman Avenue, Suite 500, Irvine, CA 92612
- Organized as
- Limited Liability Company, DE
- Fiscal year end
- December
- Umbrella registration
- Yes, 1 relying adviser
- Other offices
- 1
- Website
- Sunstoneadvisor.com
Scale
- Regulatory AUM
- $122.8M
- Discretionary / non-discretionary
- $77.0M / $45.9M
- Accounts
- 9
- Clients
- 0
- Employees
- 25, 9 in advisory roles
- Private funds advised
- 8
- Private fund gross assets
- $73.6M
- Fund types
- 7 venture capital funds
- Funds with Form D records
- 8 issuers in AltStreet's ledger, $13.3M reported sold across them
Business, clients and compensation, as filed
- Advisory activities
- portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients and selection of other advisers
- Compensated by
- a percentage of assets under management, fixed fees and performance-based fees
- Client types
- pooled investment vehicles (8); other investment advisers; other (1)
- Related persons include
- another investment adviser and a sponsor, general partner or managing member of pooled investment vehicles
- Affiliates
- 1 investment adviser
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (March 31, 2026). Item 11 covers the firm and its advisory affiliates.
Form D activity of the funds this firm advises, by year
8 issuers in AltStreet's EDGAR ledger are joined to this adviser through Form ADV Schedule D, with Form D filings from June 28, 2019 to December 5, 2024. Reported sold across them: $13.3M.Years are the year of each offering's first notice; sold and investors are the latest figures on each chain. Counts and totals only; the fund roster is in the terminal.
| First notice | Offerings | Reported sold | Investors |
|---|---|---|---|
| 2023 | 1 | n/a | n/a |
| 2022 | 5 | $2.9M | 33 |
| 2020 | 1 | $10.4M | 88 |
| 2019 | 1 | n/a | n/a |
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.