Investment adviser · CRD 300655

SUNBRIDGE PARTNERS

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

SUNBRIDGE PARTNERS, INC.

BEACHWOOD, OH, United States · Form ADV filed Oct 2, 2024

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

4 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.

SUNBRIDGE PARTNERS TECHNOLOGY FUND III, L.P.Venture Capital Fund · Last reported Oct 2, 2024$13.4MGross asset value
Fund administrator CARTA INVESTOR SERVICES, INC. PALO ALTO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor MARCUM LLP FAIRLAWN, Ohio, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

MARCUM LLP
PCAOB 2648

Fund details & source
Fund ID
805-3430490331
Reported beneficial owners
13
Minimum commitment
$25K
Form D file number
021-87669

Form ADV 1905130 · Oct 2, 2024 · 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.

SUNBRIDGE PARTNERS JJV FUND, L.P.Venture Capital Fund · Last reported Oct 2, 2024$4.2MGross asset value

Form D fundraising filings

SunBridge Partners JJV Fund, L.P.

Fund administrator CARTA INVESTOR SERVICES, INC. PALO ALTO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor MARCUM LLP FAIRLAWN, Ohio, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

MARCUM LLP
PCAOB 2648

Fund details & source
Fund ID
805-9770746625
Reported beneficial owners
26
Minimum commitment
$50K
Form D file number
021-205483

Form ADV 1905130 · Oct 2, 2024 · 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.

SUNBRIDGE PARTNERS TECHNOLOGY FUND III (FEEDER), L.P.Venture Capital Fund · Last reported Oct 2, 2024$3.95MGross asset value
Fund administrator CARTA INVESTOR SERVICES, INC. PALO ALTO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor MARCUM LLP FAIRLAWN, Ohio, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

MARCUM LLP
PCAOB 2648

Fund details & source
Fund ID
805-8260478770
Reported beneficial owners
1
Minimum commitment
$6M

Form ADV 1905130 · Oct 2, 2024 · 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.

SUNBRIDGE PARTNERS JJV FUND II, L.P.Venture Capital Fund · Last reported Oct 2, 2024$32.4KGross asset value

Form D fundraising filings

SunBridge Partners JJV Fund II, L.P.

Fund administrator CARTA INVESTOR SERVICES, INC. PALO ALTO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor MARCUM LLP FAIRLAWN, Ohio, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

MARCUM LLP
PCAOB 2648

Fund details & source
Fund ID
805-6379079138
Reported beneficial owners
24
Minimum commitment
$50K
Form D file number
021-350007

Form ADV 1905130 · Oct 2, 2024 · 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: Oct 2, 2024. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

3659 GREEN ROAD, SUITE 100
BEACHWOOD, OH, 44122-5715, United States

CRD 300655

Filing source

Form ADV 1905130 · Oct 2, 2024 · 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.