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SUNRISE MANAGER LLC

WEST PALM BEACH, FL · CRD 330704 · IAPD ↗ · sunriserealtytrust.com · 561-530-3315

$311.8MRegulatory AUM
9Advisory reps
28Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

60
April 2026 — SUNRISE MANAGER LLC grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
63
April 2025 — SUNRISE MANAGER LLC reported RAUM up 177% ($115.0M -> $318.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
November 2024 — SUNRISE MANAGER LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
55
October 2024 — SUNRISE MANAGER LLC now reports custody of client assets ($115.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
85
June 2024 — SUNRISE MANAGER LLC (WEST PALM BEACH, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 6 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.