# SUNSTONE ADVISORS, LLC

SUNSTONE ADVISORS, LLC of IRVINE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 324002
- Type: SEC-registered investment adviser
- SEC file number: 801-127225
- Location: 18881 VON KARMAN AVENUE, SUITE 500, IRVINE, CA, 92612
- Phone: 949-771-1764
- Latest filing: 2026-03-31
- Regulatory AUM: $122.8M
- Discretionary AUM: $77.0M
- Non-discretionary AUM: $45.9M
- Clients: 25
- Accounts: 9

## Business model

- Compensation: % of AUM, Fixed, Performance
- Clients served: Pooled vehicles, Charities, Investment cos

## Officers, owners & control persons (11)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/324002/brochure
- Similar advisers: https://search.stillhousedata.com/firm/324002/similar
- Related entities: https://search.stillhousedata.com/firm/324002/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/324002

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.