Investment adviser · CRD 305064
SUNSTONE PARTNERS
Investment adviser filing (IA)
SUNSTONE PARTNERS MANAGEMENT, LLC
SAN MATEO, CA, United States · Form ADV filed Jul 2, 2026
- Regulatory AUM
- $1.59B Form ADV · Item 5.F
- Client accounts
- 8 Accounts, not individual clients
- Employees
- 39 Reported in this filing
- Advisory professionals
- 24 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 |
|---|---|---|---|
| Pooled investment vehicles | 8 | $1,586,963,155 | 100.0% |
Filing source
Form ADV 2117371 · Jul 2, 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
8 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.
SUNSTONE PARTNERS II, LPPrivate Equity Fund · Last reported Jul 2, 2026$360MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PWC
PCAOB 238
Fund details & source
- Fund ID
- 805-4141455896
- Reported beneficial owners
- 30
- Minimum commitment
- $10M
- Form D file number
- 021-346182
Form ADV 2117371 · Jul 2, 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.
SUNSTONE PARTNERS III-MAIN, LPPrivate Equity Fund · Last reported Jul 2, 2026$311MGross asset value
Form D fundraising filings
SUNSTONE PARTNERS III-MAIN, LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PWC
PCAOB 238
Fund details & source
- Fund ID
- 805-3663732392
- Reported beneficial owners
- 38
- Minimum commitment
- $10M
- Form D file number
- 021-452434
Form ADV 2117371 · Jul 2, 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.
SUNSTONE PARTNERS I, LPPrivate Equity Fund · Last reported Jul 2, 2026$222MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PWC
PCAOB 238
Fund details & source
- Fund ID
- 805-5559824445
- Reported beneficial owners
- 28
- Minimum commitment
- $100K
- Form D file number
- 021-248634
Form ADV 2117371 · Jul 2, 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.
SUNSTONE PARTNERS II-A, LPPrivate Equity Fund · Last reported Jul 2, 2026$133MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PWC
PCAOB 238
Fund details & source
- Fund ID
- 805-9153294035
- Reported beneficial owners
- 10
- Minimum commitment
- $10M
- Form D file number
- 021-346181
Form ADV 2117371 · Jul 2, 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.
SUNSTONE PARTNERS III-A, LPPrivate Equity Fund · Last reported Jul 2, 2026$106MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PWC
PCAOB 238
Fund details & source
- Fund ID
- 805-5415140195
- Reported beneficial owners
- 14
- Minimum commitment
- $10M
- Form D file number
- 021-452435
Form ADV 2117371 · Jul 2, 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.
SUNSTONE PARTNERS EXECUTIVE FUND III, LPPrivate Equity Fund · Last reported Jul 2, 2026$8.74MGross asset value
Form D fundraising filings
SUNSTONE PARTNERS EXECUTIVE FUND III, LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PWC
PCAOB 238
Fund details & source
- Fund ID
- 805-3542496433
- Reported beneficial owners
- 28
- Minimum commitment
- $100K
- Form D file number
- 021-459702
Form ADV 2117371 · Jul 2, 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.
SUNSTONE PARTNERS EXECUTIVE FUND II, LPPrivate Equity Fund · Last reported Jul 2, 2026$7.06MGross asset value
Form D fundraising filings
SUNSTONE PARTNERS EXECUTIVE FUND II, LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PWC
PCAOB 238
Fund details & source
- Fund ID
- 805-5849635964
- Reported beneficial owners
- 13
- Minimum commitment
- $100K
- Form D file number
- 021-361845
Form ADV 2117371 · Jul 2, 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: Jul 2, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
400 S. EL CAMINO REAL, SUITE 1500SAN MATEO, CA, 94402, United States
CRD 305064
Filing source
Form ADV 2117371 · Jul 2, 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.