Sunbeam Capital Management, LLC
Sunbeam Capital Management, LLC is an SEC-registered ria with $410.2M assets under management (AUM, regulatory AUM), +92% over one year. See who owns Sunbeam Capital Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 289723, SEC 801-112112, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $410.2M (2026-03-20)
- Firm type
- Ria
- Employees
- 3
- Clients
- 47
- CRD
- 289723
- Ownership
- CARSON, ELLIS, ANDERSON; RAINBOW TRUST; Carson, Courtney, William; Carson, Katherine, Terese
How much AUM does Sunbeam Capital Management, LLC have?
Sunbeam Capital Management, LLC reported $410.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Sunbeam Capital Management, LLC?
Disclosed owners and executives of Sunbeam Capital Management, LLC include CARSON, ELLIS, ANDERSON, RAINBOW TRUST, Carson, Courtney, William, Carson, Katherine, Terese. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.