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 | — |