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SUNDOWNER CAPITAL MANAGEMENT LLC
CRD 146253File 801-123347
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$99.7M
Bottom 25% of cohort (national)
Discretionary AUM
$90.4M
Non-discretionary $9.3M
Clients
37
116 accounts
Employees
1
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Feb 28, 2022
- Principal office
- Not reported
- Phone
- 5413893311
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $99.7M
- Discretionary AUM
- $90.4M
- Non-discretionary AUM
- $9.3M
- Discretionary accounts
- 95
- Non-discretionary accounts
- 21
- Total accounts
- 116
- AUM per client
- $2.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $85K |
| Charitable organizations | Fewer than 5 | $583K |
| High net worth individuals | 14 | $77.2M |
| Individuals (other than high net worth individuals) | 23 | $12.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 58 | 37 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.