Sun Capital Advisors, Inc. is a large advisory firm based in Boca Raton. It manages $6.92 billion of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California, Florida, and New York.
Sun Capital Advisors provides investment adviser to private investment funds. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sun Capital Advisors, Inc. is $6.92 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -19% since the beginning of its operation, and $6.34 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Sun Capital Advisors, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Sun Capital Advisors is pooled investment vehicles with 10 clients and $6.92 billion of assets under management. Among the 10 most similar advisory firms, Sun Capital Advisors has the 4th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $6.92 billion for 10 clients. 92% of the firm’s clients are foreign persons or businesses.
Sun Capital Advisors also advises several private funds. Namely, two hedge funds and eight private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $5,000,000.
The company employs 134 people that are either part- or full-time employees. 41 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Sun Capital Advisors, Inc. performs its advisory services is located at 5200 Town Center Circle, Boca Raton, FL 33486 1015, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 561-394-0550 or by fax 561-394-0540. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at suncappart.com.