Sunstone Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Irvine, CA. Its latest Form ADV filing, dated March 31, 2026, reports $123M in regulatory assets under management, 25 employees, 1 office, and 9 accounts.
Assets Under Management
$123M
Employees
25
Offices
1 office
Total Clients
9
Primary office
IRVINE, CA
18881 VON KARMAN AVENUE, SUITE 500, IRVINE, CA, United States
Portfolio management for pooled investment vehicles
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 88.9% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
88.9%
8
2
REGIONAL CENTER
11.1%
1
Categories with <5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$123Mas of March 31, 2026
Discretionary62.7%
$77M
63% of total RAUM62.7%
Non-discretionary37.3%
$46M
37% of total RAUM37.3%
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$123M
Total Accounts9
10Y AUM Change+$123M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees25
Clients per Employee0:1
10Y Employee Change+13 (+108.3%)
* 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.