Sundial Capital Management, L.P.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$303,844
Clients
0
Advisors
2
of 2 employees
About
Sundial Capital Management is an investment manager that serves investors in a private pooled vehicle rather than individual retail accounts, admitting only those who meet the fund’s accredited and qualified investor requirements. The firm provides discretionary portfolio management for the fund, handling asset allocation, security selection and related fund reporting under the vehicle’s private placement documents.
The firm employs a flexible, research-driven strategy that typically takes long-term positions but also uses short selling, options, derivatives, event-driven trades and occasional leverage within its stated risk and money-management framework. It conducts monthly reviews of fund accounts, aggregates trades when appropriate, and uses performance-based compensation with a high-water-mark structure to align manager incentives with investor outcomes.
Noteworthy aspects include the firm’s relatively small reported assets under management and single-principal structure combined with an investment program that incorporates derivatives and short-selling—approaches that are less common for managers of this scale. The ADV also discloses a prior regulatory assessment (2006) and describes potential conflicts related to incentive compensation and discretionary allocation decisions.
Client services
Expertise
Fee options
20% of net capital appreciation annually, payable in arrears, with a high-water mark
Main office
2109 Shadow Ridge Drive
Arlington TX 76006
Advisors at this office
2
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Trent S
Series 66
Arlington, TX
Sundial Capital Management, L.P.
Trent Schlauch is a financial advisor at Sundial Capital Management, L.P. with 16 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2007. Schlauch is a minority partner in a family real estate business but has no active duties in that venture. Sundial Capital Management serves accredited and qualified investors through a private pooled investment vehicle, offering discretionary portfolio management that employs a flexible, research-driven strategy including long-term positions, derivatives, short selling, and event-driven trades.
Brian N
Series 65
Arlington, TX
Sundial Capital Management, L.P.
Brian Nerney is the sole advisor at Sundial Capital Management, L.P. in Arlington, TX, holding a Series 65 designation with 19 years of industry experience. His work history includes long-term roles at several companies, notably Sundial Capital Management since 2001 and Heritage Investment Corp since 1988. Sundial Capital Management serves accredited and qualified investors through a private pooled vehicle, offering discretionary portfolio management that includes asset allocation, security selection, and fund reporting. The firm uses a flexible, research-driven investment approach with long-term positions alongside short selling, options, derivatives, and event-driven trades within defined risk parameters.
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