Sunstone Advisors, Llc
- Regulatory AUM
- $123M
- Discretionary
- $77.0M
- Clients
- 9
- Avg AUM / client
- $13.6M
- Accounts
- 9
- Employees
- 25
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 8 | $74.1M | 60.3% |
| Other investment advisers | Fewer than 5 clients | $2.9M | 2.37% |
| Other | 1 | $45.9M | 37.3% |
Private funds (8)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $86.2M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Sunstone Fixed Income Fund Iv, Llc | Securitized Asset Fund | Delaware | $74.4M | 1 |
| Sunstone Dream Fund, L.P. | Venture Capital Fund | Delaware | $3.0M | 2 |
| Lba Sunstone Fund Ii, Lp | Venture Capital Fund | Delaware | $2.3M | 8 |
| Sunstone Horizon Fund I, Lp | Venture Capital Fund | Delaware | $1.9M | 12 |
| Sunstone Horizon Fund Ii, Lp | Venture Capital Fund | Delaware | $1.7M | 3 |
| Lba Sunstone Fund I, Lp | Venture Capital Fund | Delaware | $1.3M | 16 |
| Sunstone Seatrec Ii, Llc | Venture Capital Fund | Delaware | $1.0M | 5 |
| Sunstone Seatrec I, Llc | Venture Capital Fund | Delaware | $650K | 10 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jun Jiang | Managing Member | Sep 2022 (4y) | 10% – 25% | |
| Keisler, John, Paul | Managing Member/Ceo | Sep 2022 (4y) | 25% – 50% | |
| Michael Stone | Managing Member/Coo | Sep 2022 (4y) | 25% – 50% | |
| Shen, John, Zhong | Managing Member | Sep 2022 (4y) | 25% – 50% | |
| Lewis, Heather, Shermaine | Chief Compliance Officer | Jan 2024 (3y) | Less than 5% | |
| Hong Sheng Hsu | Registered representative | Jan 2026 (1y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (8, $86.2M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Sunstone Fixed Income Fund Iv, Llc | Securitized Asset Fund | $74.4M | $250K | 1 |
| Sunstone Dream Fund, L.P. | Venture Capital Fund | $3.0M | $0 | 2 |
| Lba Sunstone Fund Ii, Lp | Venture Capital Fund | $2.3M | $50.0K | 8 |
| Sunstone Horizon Fund I, Lp | Venture Capital Fund | $1.9M | $50.0K | 12 |
| Sunstone Horizon Fund Ii, Lp | Venture Capital Fund | $1.7M | $50.0K | 3 |
| Lba Sunstone Fund I, Lp | Venture Capital Fund | $1.3M | $100K | 16 |
| Sunstone Seatrec Ii, Llc | Venture Capital Fund | $1.0M | $1 | 5 |
| Sunstone Seatrec I, Llc | Venture Capital Fund | $650K | $1 | 10 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.87 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗