Sunstone Partners Management, Llc
- Regulatory AUM
- $1.6B
- Discretionary
- $1.6B
- Clients
- 8
- Avg AUM / client
- $198M
- Accounts
- 8
- Employees
- 39
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 8 | $1.6B | 100.0% |
Private funds (8)
Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $1.3B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Sunstone Partners I, Lp | Private Equity Fund | Delaware | $493M | 28 |
| Sunstone Partners Ii, Lp | Private Equity Fund | Delaware | $488M | 30 |
| Sunstone Partners Ii A, Lp | Private Equity Fund | Delaware | $181M | 10 |
| Sunstone Partners Iii Main, Lp | Private Equity Fund | Delaware | $66.3M | 38 |
| Sunstone Partners Iii A, Lp | Private Equity Fund | Delaware | $23.1M | 14 |
| Sunstone Partners Executive Fund Ii, Lp | Private Equity Fund | Delaware | $9.4M | 13 |
| Sunstone Partners Co Invest I, Lp | Private Equity Fund | Delaware | $5.4M | 4 |
| Sunstone Partners Executive Fund Iii, Lp | Private Equity Fund | Delaware | $2.2M | 28 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Alberelli, Gustavo, M | Co Founder And Managing Partner | Oct 2015 (11y) | ≈ 18.75% – 50% via Sunstone Partners Management Holdings, Lp | |
| Biggee, Michael, Lawrence | Co Founder And Managing Partner | Oct 2015 (11y) | ≈ 18.75% – 50% via Sunstone Partners Management Holdings, Lp | |
| Multani, Arneek, Arun | Co Founder And Managing Partner | Oct 2015 (11y) | ≈ 18.75% – 50% via Sunstone Partners Management Holdings, Lp | |
| Zeprun, Howard, Sheldon | General Counsel And Chief Compliance Officer | Oct 2015 (11y) | Less than 5% | |
| Olmo, Nestor, Ivan | Chief Financial Officer | Feb 2023 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Sunstone Partners Management Holdings, Lp | Member | Jan 2019 | A | 75% or more |
| Sunstone Partners Gp I, Llc | General Partner | Jan 2019 | B | GP / trustee / elected manager of Sunstone Partners Management Holdings, Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Alberelli, Gustavo, M: 25% – 50% of Sunstone Partners Management Holdings, Lp × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Biggee, Michael, Lawrence: 25% – 50% of Sunstone Partners Management Holdings, Lp × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Multani, Arneek, Arun: 25% – 50% of Sunstone Partners Management Holdings, Lp × 75% – 100% direct ≈ 18.75% – 50% 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 (8, $1.3B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Sunstone Partners I, Lp | Private Equity Fund | $493M | $100K | 28 |
| Sunstone Partners Ii, Lp | Private Equity Fund | $488M | $10.0M | 30 |
| Sunstone Partners Ii A, Lp | Private Equity Fund | $181M | $10.0M | 10 |
| Sunstone Partners Iii Main, Lp | Private Equity Fund | $66.3M | $10.0M | 38 |
| Sunstone Partners Iii A, Lp | Private Equity Fund | $23.1M | $10.0M | 14 |
| Sunstone Partners Executive Fund Ii, Lp | Private Equity Fund | $9.4M | $100K | 13 |
| Sunstone Partners Co Invest I, Lp | Private Equity Fund | $5.4M | $2.0M | 4 |
| Sunstone Partners Executive Fund Iii, Lp | Private Equity Fund | $2.2M | $100K | 28 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/02/2026 | 2.72 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 it does not have 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: Jul 02, 2026.
View current Form ADV (SEC/IAPD) ↗