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SUNDERLAND CAPITAL PARTNERS LP

BOSTON, MA · CRD 282785 · IAPD ↗ · 617-894-3057

$55.6MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
April 2025 — SUNDERLAND CAPITAL PARTNERS LP (BOSTON, MA) left the SEC roster (was $55.6M RAUM, 2 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
55
April 2024 — SUNDERLAND CAPITAL PARTNERS LP reported RAUM up 80% ($30.9M -> $55.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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