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SUNSTONE ASSET MANAGEMENT

NEW YORK, NY · CRD 328895 · IAPD ↗ · sunstoneam.com · 212-554-3110

$220.2MRegulatory AUM
3Advisory reps
4Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

80
August 2025 — SUNSTONE ASSET MANAGEMENT (NEW YORK, NY) is newly SEC-registered with $181.2M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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