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Sunsage Capital, LLC (Grapevine)


Sunsage Capital, LLC is an adviser based in Grapevine. It manages $42.87 million of regulatory assets for 94 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Texas.

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Sunsage Capital provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sunsage Capital: assets under management

The assets under management (AUM) of Sunsage Capital, LLC is $42.87 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $42.87 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $456.07 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Sunsage Capital, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Grapevine

The principal office where Sunsage Capital, LLC performs its advisory services is located at 4400 State Highway 360, Grapevine, TX 76051 6754, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 800-820-3182 or by fax 817-756-6979. The normal business hours are 8:00 am - 5:00 pm cst on Monday - Friday. You can find more information about the New York firm at sunsagecapital.com.


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