TB Sunridge Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary investment advisory services that cover securities, commodity interests and digital assets, and it serves individual and entity investors as well as a privately offered pooled vehicle (TB Sunridge Fund LP) for which an affiliated general partner acts as sponsor. It is registered with the CFTC/NFA as a commodity trading advisor and the brochure states the firm intends to begin offering advisory services to outside clients in the second half of 2026; at the time of the filing it reported no advisory clients or client assets.
The adviser describes an approach that combines charting, fundamental, technical, volatility and cyclical analysis and that emphasizes medium-to-long-term capital appreciation while selectively taking short-term trading opportunities; client objectives and risk tolerances are documented in Investment Policy Statements and the firm generally seeks discretionary trading authority. Because the adviser also manages a pooled vehicle, it may apply venture‑style metrics to certain underpriced opportunities in digital assets and may, for qualified investors, use performance‑based compensation structures, with related allocation mechanics disclosed in the fund documents.
Compared with many independent advisers, the firm’s regulatory and business structure is atypical: it is affiliated with a commodity trading and pool-operating enterprise, acts as a fund sponsor/private-fund adviser and expressly addresses trading in commodity interests and digital assets (including updated disclosure reflecting the March 17, 2026 SEC/CFTC interpretive release). Those affiliations and the use of pooled vehicles and performance-based compensation are potential sources of conflicts of interest that the brochure highlights for prospective investors to review in the offering materials and Form ADV.
Client services
Expertise
Occupation focus
Fee options
Up to 20% on quarterly Net New Profits for qualified clients (paid in arrears) with high water mark provisions and carryforward loss offset
Account minimum: $250,000 (waivable)
Main office
1090 Center Dr
Park City UT 84098
Advisors at this office
1
Most active in
Texas · Utah
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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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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
Quick links
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