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SUN CAPITAL ADVISORS, L.P.

BOCA RATON, FL · CRD 155109 · IAPD ↗ · vimeo.com · 561-394-0550

$5.84BRegulatory AUM
35Advisory reps
58Employees
0Clients
n/aPlanning clients
16Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2025 — SUN CAPITAL ADVISORS, L.P. shrank from 45 to 37 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
40
April 2024 — SUN CAPITAL ADVISORS, L.P. shrank from 59 to 45 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.