TB Sunridge Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
TB Sunridge Advisors LLC advises and manages private pooled investment vehicles, including TB Sunridge Fund LP and TB Sunridge Bitcoin Fund LP, and does not currently maintain separately managed individual client accounts. The firm provides discretionary portfolio management for those partnerships, performs related operational and custodial functions, and generally uses asset‑based management fees common among investment‑manager firms.
The firm’s investment approach combines fundamental, technical, volatility and cyclical analysis and pursues medium‑ to long‑term capital appreciation while selectively executing short‑term trades; it evaluates digital assets using venture‑capital style metrics as part of its research process. Trading is implemented on a discretionary basis for the partnerships and can include derivatives, commodity interests, hedging and short positions when the manager deems them appropriate.
Distinctive features relative to many peers include cross‑registration and activity in both securities and commodity markets (including CFTC/NFA registration as a commodity trading advisor and affiliation with a commodity pool operator) and a specific operational focus on bitcoin‑related strategies and mining, including an affiliated emissions‑reduction/mining initiative. The firm’s senior management combines quantitative academic training with long experience in commodity trading, and prospective investors are directed to the partnerships’ offering and governance materials for more information on valuation, custody, and performance‑allocation arrangements that may create conflicts of interest.
Client services
Portfolio management
Expertise
Active portfolio management
Occupation focus
Executive
Fee options
Performance-based fees up to 20% on quarterly net profits for qualified clients; Partnership Performance Allocation is a performance-based fee allocated to the General Partner but not charged by the Advisor.
Account minimum: $250,000 minimum for both individual investment advisory services and the Partnerships, subject to waiver or discretion by the Advisor or General Partner respectively.
Main office location
TB Sunridge Advisors LLC
1090 Center Dr
Park City UT 84098, United States
Number of offices
1
Most active in
TB Sunridge Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Texas · Utah
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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