Sundial Capital Management, L.P.
State-registered
Private Fund Manager · Boutique (under $100M)
CRD 117461
· Arlington, TX
· WWW.SUNDIALCAPITAL.COM
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ADV data as of Apr 04, 2025
- Regulatory AUM
- $304K
- Discretionary
- $304K
- Clients
- 1
- Avg AUM / client
- $304K
- Accounts
- 1
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $304K | 100.0% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian Nerney | Registered representative | Oct 2006 (20y) | ||
| Trent Andrew Schlauch | Registered representative | Oct 2010 (16y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/04/2025 | 1.3 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 04, 2025.
View current Form ADV (SEC/IAPD) ↗