SourcingSourcing

SUN CAPITAL ADVISORS, L.P.

C32
CRD 155109·SEC 801-73215·BOCA RATON, FL
AUM
$5.84B
$1B+
Est. Revenue
$58.4M
@ 1% on AUM
Est. EBITDA
$17.5M
@ 30% margin
Est. Deal Value
$140.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SUN CAPITAL ADVISORS, L.P.
CRD
155109
SEC file #
801-73215
EIN
—
DBA names
—

Economics

AUM
$5.84B
AUM band
$1B+
AUM trajectory
'20'26
$6.92B → $5.84B▼ -16%
Client mix
Pooled Investment Vehicles16

Operations

Employees (total)
58
Advisory staff (per ADV)
35
Advisory staff (5-yr trend)
'20'26
55 advisors → 35 advisors▼ -36%
Primary office
BOCA RATON FL
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
x.com/suncapital

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MJL LIVING TRUST
Top Owner Pct
37.5
Top Owner Entity Kind
DE
Owner Count
8
Control Persons
MJL LIVING TRUST
RRK LIVING TRUST
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
fallback_guess:sunl.com

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 (8)

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Wells Fargo16
Morgan Stanley4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (5)

5
COUCH, C. DERYL
Executive Officer · 2.5%
6026465
KROUSE, RODGER, RUSSELL
Executive Officer · 2.5%
2426390
LEDER, MARC, JAY
Executive Officer · 2.5%
2302988
MAISEL, ALEXANDRA, RAE
Executive Officer · 2.5%
7821777
WILLIAMS, ANGELA, JEANNE
Executive Officer · 2.5%
8200827