SUNDANCE BAY
Salt Lake City, United States · CRD 301868
SEC-registered investment adviser since 2020 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$2.1bn
- Main clients (by assets)Private funds 100%
- Private funds1 · $1.6m gross assets
- Websitesundancebay.com
- Form ADV · 2026-03-31SEC adviser record
- Kindreal estate
- Others nearbySalt Lake City, UT, San Diego, CA, Carlsbad, CA
As an employer
- Staff (Form ADV)69 · 43 in investment roles
- Offices in1 country
- Private fundsreal estate 1
Where they work
Offices
From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.
| City | People |
|---|---|
| Salt Lake City, UT (main office)United States | about 41 |
| Carlsbad, CAUnited States | 1 |
| San Diego, CAUnited States | 1 |
Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.