Sunsage Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$15,686,565
Clients
68
Advisors
1
of 1 employees
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
Expertise
Fee options
0.95% annually (0.2375% per quarter)
Account minimum: $22,000
Main office
4400 State Hwy 360
Grapevine TX 76051-6754
Advisors at this office
1
Most active in
Texas
Also doing business as
Sunsage Capital Management · Sunsage Capital, LLC
Disclosures
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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.
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