Sun Capital Advisors, L.P
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Overview
Sun Capital Advisors, L.P is a financial advisor firm headquartered in Boca Raton, Florida. The firm oversees $7.6 billion in assets under management across 15 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management (AUM). The firm has a large group, including 59 financial advisors. Sun Capital Advisors, L.P is not a registered broker-dealer, meaning the company cannot buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal assets like stocks, options and bonds.
Sun Capital Advisors, L.P oversees all of its accounts in a discretionary manner. Discretionary management signifies that transaction choices for the client's account are made by a portfolio manager without requiring client approval. The advisory firm's average account size is $503.8 million. An average advisor at Sun Capital Advisors, L.P oversees fewer than one client account, placing it among the most individualized advisor firms in the country.
Sun Capital Advisors, L.P's headquarters is at 5200 Town Center Circle, Boca Raton, Florida 33486-1015. Sun Capital Advisors, L.P is allowed to provide services to customers across a number of states, including California, Florida and New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Sun Capital Advisors, L.P by the Numbers
$7.6 billion
125
15
$503.8 million
Fee Structure
Fees charged by financial advisors typically vary depending on which services are offered. Fee types billed by the firm may include the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Sun Capital Advisors, L.P caters to pooled investment vehicles. Out of its 15 accounts, Sun Capital Advisors, L.P's biggest client type is pooled investment vehicles. Around 40% of the company's customers are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Sun Capital Advisors, L.P does not have any disclosures.
Please visit its Form ADV for more details.
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