Vaquita Sun, Inc.

Vaquita Sun, Inc. provides discretionary, custom-tailored portfolio management primarily for individual and trust clients, constructing and continuously managing accounts to match each client’s risk tolerance, time horizon, and liquidity needs. The firm operates as a solo advisory practice and recommends SEI Private Trust Company as the qualified custodian while charging fees on an assets-under-management basis.

The firm’s investment process combines company-, industry-, sector- and macroeconomic analysis to build concentrated equity strategies and customized fixed‑income portfolios invested in U.S. Treasuries, municipal and corporate bonds; it may exclude particular asset classes for extended periods depending on market conditions. Vaquita Sun also supplements its in-house management by allocating client assets to third‑party managers and to model-based strategies available through a sub-advisory program administered by SEI Investments Management Corporation.

What distinguishes Vaquita Sun from many single-advisor independents are its operational ties to other advisory entities: the firm’s principal has an ownership interest in another advisory business and the firm has a formal sub‑advisor relationship with a registered adviser affiliated with its recommended custodian. Combined with a very small asset base and a compact client roster, these affiliations create an uncommon operational profile for a solo independent adviser and may influence how model portfolios are implemented and trades are executed for clients.