Sunstone Advisors, LLC

Sunstone Advisors, LLC, established in 2022, offers investment advisory services to institutional clients, including venture capital equity funds and an Immigrant Investor Program. The firm manages over $95 million in assets, with a focus on early-stage technology companies across various sectors. Sunstone Advisors employs an Investment Committee to evaluate potential investments and provides managerial assistance to portfolio companies. The firm acts as a fiduciary and is registered with the SEC. Sunstone Venture Partners, a relying adviser, offers services to one venture capital equity fund. The firm's fee structure includes management fees ranging from 1% to 2.5% and performance fees of 10% to 20%. Sunstone Advisors engages solicitors for client referrals and does not have affiliations with broker-dealers. The firm does not have custody of client funds and provides ongoing support and advisory services to clients. Sunstone Advisors follows a Code of Ethics and does not have any disciplinary history. The firm discloses potential risks, including legal, cybersecurity, and pandemic risks, and provides detailed information on investment strategies and analysis methods. Clients are encouraged to review offering documents for comprehensive information on investments.