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SUNRIVER MANAGEMENT LLC

GREENWICH, CT · CRD 281277 · IAPD ↗ · (203) 900-3900

$1.20BRegulatory AUM
5Advisory reps
9Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
October 2026 — SUNRIVER MANAGEMENT LLC (GREENWICH, CT) left the SEC roster (was $1.20B RAUM, 5 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
70
April 2024 — SUNRIVER MANAGEMENT LLC crossed $1B in regulatory AUM ($805.6M -> $1.03B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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