Sunstone Partners - Investment Advisers

About Sunstone Partners

Sunstone Partners Management, LLC is an investment adviser headquartered in San Mateo, California. It has 39 employees and $1.59 billion in regulatory assets under management. Founded in 2015, the firm operates as a private equity investor and is listed among investment advisers in California and the directory of US investment advisers. The firm makes majority and minority investments in businesses that provide technology-enabled services or develop software. It targets companies with at least $20 million in revenue that are ready for their next stage of growth, with check sizes between $75 million and $200 million. The firm reports $1.7 billion in committed capital across its first three funds. It often becomes a company founder's first institutional investor and typically supports both organic growth and acquisitions. The firm states that it has been named to Inc. magazine's Founder-Friendly Investors list in each of the last five years. Its approach centers on supporting management teams, giving active strategic guidance, and applying operational best practices to portfolio companies.

Key Facts

Assets Under Management

$1.59B

Employees

39

SEC File Number

801-117367