SALT LAKE CITY, UTCRD 301868Latest ADV March 31, 2026
Sundance Bay is an SEC registered investment adviser organized as a limited liability company with a primary office location in Salt Lake City, UT. Its latest Form ADV filing, dated March 31, 2026, reports $2.1B in regulatory assets under management, 69 employees, 2 offices, and 8 accounts.
Assets Under Management
$2.1B
Employees
69
Offices
2 offices
Total Clients
8
Primary office
SALT LAKE CITY, UT
1240 EAST 2100 SOUTH, SUITE 300, SALT LAKE CITY, UT, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 87.5% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
87.5%
7
2
Government
12.5%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.1Bas of March 31, 2026
Discretionary95.4%
$2.0B
95% of total RAUM95.4%
Non-discretionary4.6%
$97M
5% of total RAUM4.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.1B
Total Accounts8
10Y AUM Change+$1.8B (+673.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees69
Clients per Employee0:1
10Y Employee Change+29 (+72.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.