SourcingSourcing

SUNSTONE ASSET MANAGEMENT, LP

C49
CRD 328895·SEC 801-133932·NEW YORK, NY
AUM
$220.2M
$100M-$500M
Est. Revenue
$2.2M
@ 1% on AUM
Est. EBITDA
$661K
@ 30% margin
Est. Deal Value
$5.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SUNSTONE ASSET MANAGEMENT, LP
CRD
328895
SEC file #
801-133932
EIN
—
DBA names
Sunstone Asset Management

Economics

AUM
$220.2M
AUM band
$100M-$500M
AUM trajectory
'25'26
$181.2M → $220.2M▲ +22%
Client mix
Pooled Investment Vehicles4

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
sunstoneam.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
YANG, ZHUOHAN, PATRICK
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
YANG, ZHUOHAN, PATRICK
RONE, RAZVAN, PETRONIUS
Solo Advisor Indicator
No
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
SUNSTONEAM.COM
Rdap Domain Creation Date
2023-06-06T01:42:08Z
Rdap Firm Age Years
3
Rdap Firm Age Band
<5y
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 (14)

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
Morgan Stanley8
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-06-06T01:42:08Z
Rdap Domain Last Changed
2025-10-22T12:00:22Z
Rdap Nameservers
Ns29.domaincontrol.comNs30.domaincontrol.com
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
7965739
Trust Company Affiliate
Yes

People (2)

2
YANG, ZHUOHAN, PATRICK
Direct Owner · 87.5%
7965739
RONE, RAZVAN, PETRONIUS
Executive Officer · 2.5%
5138158