Sun Capital Advisors, L.P.
SEC-registered
Private Fund Manager · Mid-sized ($1B–$10B)
CRD 155109
· SEC file 801-73215
· Boca Raton, FL
· VIMEO.COM
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ADV data as of Jun 23, 2026
- Regulatory AUM
- $5.8B
- Discretionary
- $5.8B
- Clients
- 16
- Avg AUM / client
- $365M
- Accounts
- 16
- Employees
- 58
AUM over time
$5.8B
$10.7B
Dec 2011
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 16 | $5.8B | 100.0% |
Private funds (15)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $6.6B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Sun Capital Partners Vii, L.P. | Private Equity Fund | Cayman Islands | $2.6B | 299 |
| Sun Capital Partners Vi, L.P. | Private Equity Fund | Cayman Islands | $1.8B | 317 |
| Sun Capital Partners Viii, L.P. | Private Equity Fund | Cayman Islands | $697M | 547 |
| Sun Capital Partners Viii A, L.P. | Private Equity Fund | Cayman Islands | $667M | 42 |
| Sun Capital Partners V, L.P. | Private Equity Fund | Cayman Islands | $485M | 502 |
| Sun Capital Partners Iv, Lp | Private Equity Fund | Delaware | $98.0M | 232 |
| Asg Co Investment Vehicle, L.P. | Private Equity Fund | Delaware | $85.3M | 19 |
| Sun Capital Partners Iii Qp, Lp | Private Equity Fund | Delaware | $57.3M | 96 |
| Wd Co Investment Vehicle, L.P. | Private Equity Fund | Delaware | $56.8M | 26 |
| K3 Co Investment Vehicle, L.P. | Private Equity Fund | Cayman Islands | $26.6M | 2 |
| Sun Capital Securities Offshore Fund, Ltd. | Hedge Fund | Cayman Islands | $10.1M | 63 |
| Ttsi Co Investment Vehicle, L.P. | Private Equity Fund | Delaware | $6.7M | 5 |
| Sun Capital Securities Fund, Lp | Hedge Fund | Delaware | $5.6M | 109 |
| Mbmg Co Investment Vehicle, L.P. | Private Equity Fund | Delaware | $1.8M | 14 |
| Sun Capital Partners Iii, Lp | Private Equity Fund | Delaware | $1.2M | 32 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Krouse, Rodger, Russell | Director And Co Ceo | Aug 2004 (22y) | ≈ 18.75% – 50% via Rrk Living Trust | |
| Leder, Marc, Jay | Director And Co Ceo | Aug 2004 (22y) | ≈ 18.75% – 50% via Mjl Living Trust | |
| Couch, C. Deryl | Managing Director And General Counsel | Dec 2004 (22y) | Less than 5% | |
| Keirstead, Marc, Albert | Chief Financial Officer | Jan 2023 (4y) | Less than 5% | |
| Maisel, Alexandra, Rae | Chief Compliance Officer | Oct 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mjl Living Trust | Limited Partner | Sep 2017 | A | 25% – 50% |
| Rrk Living Trust | Limited Partner | Sep 2017 | A | 25% – 50% |
| Pgi Partners Lp | Limited Partner | Sep 2021 | A | 5% – 10% |
| Sc Advisors Ii, Inc. | General Partner | Sep 2021 | A | Less than 5% |
| Mjl Living Trust | Shareholder | Sep 2021 | B | ≈ 0% – 3.75% via Sc Advisors Ii, Inc. |
| Rrk Living Trust | Shareholder | Sep 2021 | B | ≈ 0% – 3.75% via Sc Advisors Ii, Inc. |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Krouse, Rodger, Russell: 75% – 100% of Rrk Living Trust × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Leder, Marc, Jay: 75% – 100% of Mjl Living Trust × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Mjl Living Trust: 50% – 75% of Sc Advisors Ii, Inc. × 0% – 5% direct ≈ 0% – 3.75% of the firm
- Rrk Living Trust: 50% – 75% of Sc Advisors Ii, Inc. × 0% – 5% direct ≈ 0% – 3.75% of the firm
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.
Private funds (15, $6.6B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Sun Capital Partners Vii, L.P. | Private Equity Fund | $2.6B | $5.0M | 299 |
| Sun Capital Partners Vi, L.P. | Private Equity Fund | $1.8B | $5.0M | 317 |
| Sun Capital Partners Viii, L.P. | Private Equity Fund | $697M | $5.0M | 547 |
| Sun Capital Partners Viii A, L.P. | Private Equity Fund | $667M | $5.0M | 42 |
| Sun Capital Partners V, L.P. | Private Equity Fund | $485M | $5.0M | 502 |
| Sun Capital Partners Iv, Lp | Private Equity Fund | $98.0M | $5.0M | 232 |
| Asg Co Investment Vehicle, L.P. | Private Equity Fund | $85.3M | $0 | 19 |
| Sun Capital Partners Iii Qp, Lp | Private Equity Fund | $57.3M | $5.0M | 96 |
| Wd Co Investment Vehicle, L.P. | Private Equity Fund | $56.8M | $0 | 26 |
| K3 Co Investment Vehicle, L.P. | Private Equity Fund | $26.6M | $0 | 2 |
| Sun Capital Securities Offshore Fund, Ltd. | Hedge Fund | $10.1M | $5.0M | 63 |
| Ttsi Co Investment Vehicle, L.P. | Private Equity Fund | $6.7M | $0 | 5 |
| Sun Capital Securities Fund, Lp | Hedge Fund | $5.6M | $5.0M | 109 |
| Mbmg Co Investment Vehicle, L.P. | Private Equity Fund | $1.8M | $0 | 14 |
| Sun Capital Partners Iii, Lp | Private Equity Fund | $1.2M | $5.0M | 32 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/23/2026 | 6.37 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 pooled investment vehicles
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: Jun 23, 2026.
View current Form ADV (SEC/IAPD) ↗