How SUNDIAL CAPITAL MANAGEMENT, L.P. Helps Clients – Key Takeaways:
SUNDIAL CAPITAL MANAGEMENT, L.P. is a financial advisory firm that aims to help its clients achieve their financial goals through personalized investment strategies. They offer a wide range of financial services and cater to various types of clients. Let’s take a look at some key takeaways about this expert financial advisor:
- Provides personalized investment strategies for clients
- Offers a wide range of financial services
- Caters to various types of clients
Facts and Insights
SUNDIAL CAPITAL MANAGEMENT, L.P. was founded in 2008 and is based in New York City. They specialize in providing wealth management and investment advisory services to high net worth individuals, families, and institutions. The firm is registered with the Securities and Exchange Commission (SEC) and has over $1 billion in assets under management.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Over $1 billion |
|---|---|
| Number of Advisors | Not publicly disclosed |
| Time in Business | Since 2008 |
Financial Services Offered
SUNDIAL CAPITAL MANAGEMENT, L.P. offers a wide range of financial services to cater to the diverse needs of their clients. This includes:
- Portfolio management
- Financial planning
- Estate planning
- Retirement planning
- Tax planning
Client Types
SUNDIAL CAPITAL MANAGEMENT, L.P. works with various types of clients, including:
- High net worth individuals
- Families
- Institutions
- Endowments
- Foundations
Fees & Compensation
SUNDIAL CAPITAL MANAGEMENT, L.P. charges a fee based on a percentage of assets under management. This fee structure is designed to align the interests of the firm with those of their clients. They do not receive any commissions or compensation from third-party products, ensuring that their advice is always in the best interest of their clients.
Background
The team at SUNDIAL CAPITAL MANAGEMENT, L.P. has a wealth of experience and expertise in the financial industry. Their advisors have backgrounds in finance, accounting, and law, bringing a diverse set of skills and perspectives to their services. They believe in providing personalized and transparent advice to their clients, creating lasting relationships built on trust and integrity.
Financial Advisor Disclosures to Know
As a registered investment advisor, SUNDIAL CAPITAL MANAGEMENT, L.P. is required to disclose any potential conflicts of interest or past disciplinary actions. This information is publicly available on their Form ADV, filed with the SEC. Clients can also access this information on their website or by requesting a copy from the firm.