SourcingSourcing

SUNDOWNER CAPITAL MANAGEMENT LLC

A75
CRD 146253·SEC 801-123347
AUM
$99.7M
$25M-$100M
Est. Revenue
$997K
@ 1% on AUM
Est. EBITDA
$299K
@ 30% margin
Est. Deal Value
$2.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SUNDOWNER CAPITAL MANAGEMENT LLC
CRD
146253
SEC file #
801-123347
EIN
—
DBA names
—

Economics

AUM
$99.7M
AUM band
$25M-$100M
AUM trajectory
'22'26
$109.5M → $99.7M▼ -9%
Client mix
Individuals Other23
Other21
Individuals High Net Worth14

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'22'26
1 advisors → 1 advisors▬ 0%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
sundownercapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DOWNER, DOUGLAS, EVERETT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
DOWNER, DOUGLAS, EVERETT
DOWNER, WENDY, DANNETTE
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SUNDOWNERCAPITAL.COM
Rdap Domain Creation Date
2000-01-15T22:08:34Z
Rdap Firm Age Years
26
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Rdap Domain Expiration Date
2027-01-15T22:08:34Z
Rdap Domain Last Changed
2026-01-16T18:22:37Z
Rdap Nameservers
Ns03.domaincontrol.comNs04.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2155815
Trust Company Affiliate
No

People (2)

2
DOWNER, DOUGLAS, EVERETT
IAR · Direct Owner · 87.5%
2155815
DOWNER, WENDY, DANNETTE
Executive Officer · 2.5%
5377737