Sunstone Management (“Sunstone”) is a diversified private capital management and investment firm that offers comprehensive wealth management solutions to its high net worth clients with a focus on investments in U.S. startups, small businesses, and lower middle markets.
Our investment offerings range from short term senior debt products and longer term equity/growth capital to strategic early stage/venture capital funds and qualified Opportunity Zone funds. These offerings are carefully structured to achieve our clients’ targeted financial goals. Our overarching investment principle is to maintain security of investor funds while generating the highest possible risk adjusted yields. In addition to these investment options, we partner with industry professionals to minimize taxes as well as efficiently transfer the wealth to clients’ heirs or favorite charities. Our expert partnerships include investment advisors, broker dealers, CPAs, CFAs, trust attorneys, and estate planners to protect and grow our clients’ wealth.
Sunstone proactively forges both public-private partnerships with government agencies and industry-academic partnerships with nonprofit educational organizations to promote economic development. In particular, we champion growth in the local innovative ecosystem. Aside from broad engagement in financial services, Sunstone also excels in leading commercial development projects in emerging sectors to support community development and economic recovery under COVID-19.
“YOUR FAITH AND TRUST IN US WILL LEAD YOUR LEGACY TO A BRIGHTER TOMORROW.”
MESSAGE FROM LEADERSHIP
We are thrilled to share our success story with you. As unique as we are, we want to be more than just another investment firm. We are committed to being a true industry leader of providing exclusive investment opportunities in the U.S. small business and middle market world.
Both the shortage of capital supply and the lack of financing options for small to mid-sized U.S. businesses are incredible. We are talking about the financial restrictions of many otherwise fast growing small businesses. With full access to decent amounts of capital, some of them would be on their way to becoming future Fortune 500 companies. Our job is to identify these opportunities and help these businesses grow with the capital they deserve. More importantly, we understand your investment goals and what you are looking for – the expertise that we happen to possess. We can help you become successful as an investor behind many success stories of those small businesses.
We would consider it an honor to speak with you personally about your opportunities. Please call or email us anytime to discuss your strategy for future success.
Partners of Sunstone Management
We invest on behalf of a diverse client base across the globe.
We are highly client focused. Sunstone builds and maintains a long term relationship with each of our clients based on our client alignment approach. We are deeply committed to building trust through our proven asset management and operational expertise, and to create values that are sustainable and aligned with the needs of our clients.
We aim to create a diversified and stabilized portfolio consisting of the following target assets.
Sunstone invests in senior loans backed by commercial real estate assets. Sunstone intends to acquire investment interests in non-consumer/commercial loans made in target real estate markets throughout the United States. The overall objective is to provide investors with a secured and attractive target fixed return.
Sunstone integrates the benefits from both debt and equity interests by investing in qualified small, growing and mid-sized operating businesses located throughout the U.S. The businesses will be those who have demonstrated a track record in their industry with an established reputation and product, a history of profitability and/or a viable expansion plan for their business concept. Through third party risk control and secured exit strategy, Sunstone is able to offer investors the opportunity of exponential growth from equity investment at a minimized risk level.
Sunstone intends to invest in emerging companies operating in the technology industries in the United States, including consumer and enterprise web communications, IT infrastructure and cloud computing, mobile technologies and applications, enterprise software, life sciences, and other businesses.