A complete list of active advisors currently associated with Sundial Capital Management, L.P.

Warmer can help you find a great advisor at Sundial Capital Management, L.P. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Sundial Capital Management, L.P., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.