A complete list of active advisors currently associated with TB Sunridge Advisors LLC
Warmer can help you find a great advisor at TB Sunridge Advisors LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at TB Sunridge Advisors LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Park City, UT
| 7
|
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