Investment adviser · CRD 155109

SUN CAPITAL ADVISORS, L.P.

Investment adviser filing (IA)

BOCA RATON, FL, United States · Form ADV filed Jun 23, 2026

Regulatory AUM: $5.84B
Client accounts: 16
Employees: 58
Advisory professionals: 35

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	16	$5,843,293,394	100.0%

Filing source

Form ADV 2113905 · Jun 23, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

20 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

SUN CAPITAL PARTNERS VII, L.P.Private Equity Fund · Last reported Jun 23, 2026$1.71BGross asset value

Form D fundraising filings

SUN CAPITAL PARTNERS VII, L.P.

Fund administrator SS&C TECHNOLOGIES, INC. NEW YORK, New York, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS LLP GRAND CAYMAN, Cayman Islands

Custodian ALLSPRING GLOBAL INVESTMENTS SAN FRANCISCO, California, United States Related to adviser: No

Custodian BMO BANK N.A. CHICAGO, Illinois, United States Related to adviser: No

Custodian PRINCIPAL CUSTODY SOLUTIONS DES MOINES, Iowa, United States Related to adviser: No

Custodian WELLS FARGO BANK FORT LAUDERDALE, Florida, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

ALLSPRING GLOBAL INVESTMENTS
LEI 549300B3H2IOO2L85I90

BMO BANK N.A.
LEI 3Y4U8VZURTYWI1W2K376

PRINCIPAL CUSTODY SOLUTIONS
LEI GM6ECX91HA2YJ1NHHN48

WELLS FARGO BANK
LEI KB1H1DSPRFMYMCUFXT09

Fund details & source

Fund ID: 805-8046671482
Reported beneficial owners: 266
Minimum commitment: $5M
Form D file number: 021-317352

Form ADV 2113905 · Jun 23, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SUN CAPITAL PARTNERS VI, L.P.Private Equity Fund · Last reported Jun 23, 2026$1.62BGross asset value

Form D fundraising filings

SUN CAPITAL PARTNERS VI, L.P.

Auditor PRICEWATERHOUSECOOPERS LLP GRAND CAYMAN, Cayman Islands

Custodian ALLSPRING GLOBAL INVESTMENTS SAN FRANCISCO, California, United States Related to adviser: No

Custodian PRINCIPAL CUSTODY SOLUTIONS DES MOINES, Iowa, United States Related to adviser: No

Custodian WELLS FARGO BANK FORT LAUDERDALE, Florida, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

ALLSPRING GLOBAL INVESTMENTS
LEI 549300B3H2IOO2L85I90

PRINCIPAL CUSTODY SOLUTIONS
LEI GM6ECX91HA2YJ1NHHN48

WELLS FARGO BANK
LEI KB1H1DSPRFMYMCUFXT09

Fund details & source

Fund ID: 805-6882472267
Reported beneficial owners: 167
Minimum commitment: $5M
Form D file number: 021-188788

Form ADV 2113905 · Jun 23, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SUN CAPITAL PARTNERS VIII, L.P.Private Equity Fund · Last reported Jun 23, 2026$816MGross asset value

Form D fundraising filings

SUN CAPITAL PARTNERS VIII, L.P.

Fund administrator SS&C TECHNOLOGIES, INC. NEW YORK, New York, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS LLP GRAND CAYMAN, Cayman Islands

Custodian ALLSPRING GLOBAL INVESTMENTS SAN FRANCISCO, California, United States Related to adviser: No

Custodian BMO BANK N.A. CHICAGO, Illinois, United States Related to adviser: No

Custodian MORGAN STANLEY MIAMI, Florida, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

ALLSPRING GLOBAL INVESTMENTS
LEI 549300B3H2IOO2L85I90

BMO BANK N.A.
LEI 3Y4U8VZURTYWI1W2K376

MORGAN STANLEY
LEI IGJSJL3JD5P30I6NJZ34

Fund details & source

Fund ID: 805-1103800885
Reported beneficial owners: 89
Minimum commitment: $5M
Form D file number: 021-423424

Form ADV 2113905 · Jun 23, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SUN CAPITAL PARTNERS VIII-A, L.P.Private Equity Fund · Last reported Jun 23, 2026$765MGross asset value

Form D fundraising filings

SUN CAPITAL PARTNERS VIII-A, L.P.

Fund administrator SS&C TECHNOLOGIES, INC. NEW YORK, New York, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS LLP GRAND CAYMAN, Cayman Islands

Custodian ALLSPRING GLOBAL INVESTMENTS SAN FRANCISCO, California, United States Related to adviser: No

Custodian BMO BANK N.A. CHICAGO, Illinois, United States Related to adviser: No

Custodian MORGAN STANLEY MIAMI, Florida, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

ALLSPRING GLOBAL INVESTMENTS
LEI 549300B3H2IOO2L85I90

BMO BANK N.A.
LEI 3Y4U8VZURTYWI1W2K376

MORGAN STANLEY
LEI IGJSJL3JD5P30I6NJZ34

Fund details & source

Fund ID: 805-4009356138
Reported beneficial owners: 43
Minimum commitment: $5M
Form D file number: 021-423425

Form ADV 2113905 · Jun 23, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SUN CAPITAL PARTNERS V, L.P.Private Equity Fund · Last reported Jun 23, 2026$440MGross asset value

Auditor PRICEWATERHOUSECOOPERS LLP GRAND CAYMAN, Cayman Islands

Custodian ALLSPRING GLOBAL INVESTMENTS SAN FRANCISCO, California, United States Related to adviser: No

Custodian PRINCIPAL CUSTODY SOLUTIONS DES MOINES, Iowa, United States Related to adviser: No

Custodian WELLS FARGO BANK FORT LAUDERDALE, Florida, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

ALLSPRING GLOBAL INVESTMENTS
LEI 549300B3H2IOO2L85I90

PRINCIPAL CUSTODY SOLUTIONS
LEI GM6ECX91HA2YJ1NHHN48

WELLS FARGO BANK
LEI KB1H1DSPRFMYMCUFXT09

Fund details & source

Fund ID: 805-4883130617
Reported beneficial owners: 463
Minimum commitment: $5M
Form D file number: 021-100447

Form ADV 2113905 · Jun 23, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

FLETCHERS CV SCSPPrivate Equity Fund · Last reported Jun 23, 2026$191MGross asset value

Fund administrator GEN II FUND SERVICES, LLC LUXEMBOURG, Luxembourg Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS LLP BOSTON, Massachusetts, United States

Custodian BANQUE INTERNATIONALE A LUXEMBOURG LUXEMBOURG, Luxembourg Related to adviser: No

Custodian BMO BANK N.A CHICAGO, Illinois, United States Related to adviser: No

Custodian GEN II FUND SERVICES, LLC LUXEMBOURG, Luxembourg Related to adviser: No

Marketer HOULIHAN LOKEY CAPITAL, INC. LOS ANGELES, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

BANQUE INTERNATIONALE A LUXEMBOURG
LEI 9CZ7TVMR36CYD5TZBS50

BMO BANK N.A
LEI 3Y4U8VZURTYWI1W2K376

HOULIHAN LOKEY CAPITAL, INC.
CRD 17708 · SEC 8-35643

Fund details & source

Fund ID: 805-8879089350
Reported beneficial owners: 37
Minimum commitment: $5M
Form D file number: 021-533

Form ADV 2113905 · Jun 23, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SUN CAPITAL PARTNERS IV, LPPrivate Equity Fund · Last reported Jun 23, 2026$96.4MGross asset value

Form D fundraising filings

SUN CAPITAL PARTNERS IV LP

Auditor PRICEWATERHOUSECOOPERS LLP BOSTON, Massachusetts, United States

Custodian ALLSPRING GLOBAL INVESTMENTS SAN FRANCISCO, California, United States Related to adviser: No

Custodian PRINCIPAL CUSTODY SOLUTIONS DES MOINES, Iowa, United States Related to adviser: No

Custodian WELLS FARGO BANK FORT LAUDERDALE, Florida, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

ALLSPRING GLOBAL INVESTMENTS
LEI 549300B3H2IOO2L85I90

PRINCIPAL CUSTODY SOLUTIONS
LEI GM6ECX91HA2YJ1NHHN48

WELLS FARGO BANK
LEI KB1H1DSPRFMYMCUFXT09

Fund details & source

Fund ID: 805-6648620320
Reported beneficial owners: 232
Minimum commitment: $5M
Form D file number: 021-75288

Form ADV 2113905 · Jun 23, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jun 23, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

5200 TOWN CENTER CIRCLE, 4TH FLOOR
BOCA RATON, FL, 33486-1015, United States

CRD 155109

Filing source

Form ADV 2113905 · Jun 23, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.