Investment adviser · CRD 139741
SUNDANCE ADVISORS
Investment adviser filing (IA)
SUNDANCE ADVISORS, INC.
PITTSBURGH, PA, United States · Form ADV filed Feb 6, 2024
- Regulatory AUM
- $226M Form ADV · Item 5.F
- Client accounts
- 103 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 80 | $211,000,000 | 93.4% |
| Retirement plans | Fewer than 5 | $15,000,000 | 6.6% |
Filing source
Form ADV 1823172 · Feb 6, 2024 · 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
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 6, 2024. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
5500 CORPORATE DRIVE, SUITE 216PITTSBURGH, PA, 15237, United States
CRD 139741
Filing source
Form ADV 1823172 · Feb 6, 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.