Sunsage Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$15,686,565
This total excludes 10 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
68
21% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
68
Very HighAverage account size
$230,685
About
SunSage Capital provides continuous, discretionary investment management to a mix of individuals, trusts, charitable organizations, and corporate and institutional clients. The firm tailors portfolios to client needs and allows clients to impose written restrictions on specific securities or sectors.
Investment decisions are driven by a proprietary combination of fundamental, technical, and cyclical analysis, with primary allocations to direct U.S. and foreign investments across public and private equity, debt, and hybrid securities. Portfolios tend to emphasize growth and dividend-growth equities and substantial foreign exposure, with regular monthly reviews and quarterly reporting to clients.
Compared with many solo independent advisers, SunSage’s client base includes charitable organizations, corporations, and institutional accounts—an uncommon mix for firms of its type. The firm’s notable focus on direct foreign and private-market securities, its avoidance of large block trades in thinly traded positions, and its choice of a single major custodian for foreign trading and operational integration distinguish its operational approach.
Client services
Portfolio management
Expertise
Active portfolio management
Wealth management
Fee options
0.95% annually (0.2375% per quarter)
Account minimum: $22,000
Main office location
Sunsage Capital Management
4400 State Hwy 360
Grapevine TX 76051-6754, United States
Number of offices
1
Most active in
Sunsage Capital Management has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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
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