SUNSTONE ADVISORS, LLC of IRVINE, CA is an SEC-registered investment adviser (CRD 324002). Regulatory assets under management: $122.8M.
Compensation: % of AUM, Fixed, Performance.
Clients served: Pooled vehicles, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| Michael Stone | MEMBER/MANAGING MEMBER/COO | NEW YORK, NY |
| Jiang Jun | MANAGING MEMBER | Sunnyvale, CA |
| John Zhong Shen | MEMBER/MANAGING MEMBER | — |
| Jun Jiang | MEMBER/MANAGING MEMBER | — |
| John Paul Keisler | MEMBER/MANAGING MEMBER/CEO | — |
| Heather Shermaine Lewis | MEMBER/CHIEF COMPLIANCE OFFICER | — |
| TERENZIO SUSAN LYNN | CHIEF COMPLIANCE OFFICER | — |
| STONE SHELDON MICHAEL | MANAGING MEMBER/COO | — |
| SHEN JOHN ZHONG | MANAGING MEMBER | — |
| LEWIS HEATHER SHERMAINE | CHIEF COMPLIANCE OFFICER | — |
| Keisler John Paul | MANAGING MEMBER/CEO | — |
Securitized Asset Fund: 1 · Venture Capital Fund: 7
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| SUNSTONE FIXED INCOME FUND IV, LLC | Securitized Asset Fund | Delaware | 1 | $64.6M | $250K |
| SUNSTONE DREAM FUND, L.P. | Venture Capital Fund | Delaware | 2 | $2.9M | — |
| SUNSTONE HORIZON FUND I, LP | Venture Capital Fund | Delaware | 12 | $1.4M | $50K |
| SUNSTONE HORIZON FUND II, LP | Venture Capital Fund | Delaware | 3 | $1.2M | $50K |
| SUNSTONE SEATREC II, LLC | Venture Capital Fund | Delaware | 5 | $1.1M | $1 |
| LBA SUNSTONE FUND I, LP | Venture Capital Fund | Delaware | 16 | $1.0M | $100K |
| SUNSTONE SEATREC I, LLC | Venture Capital Fund | Delaware | 10 | $663K | $1 |
| LBA SUNSTONE FUND II, LP | Venture Capital Fund | Delaware | 8 | $634K | $50K |
| City | State | Employees | Phone |
|---|---|---|---|
| LONG BEACH | CA | 1 | 646-777-2154 |
| LONG BEACH | CA | 1 | 646-777-2154 |