RIA Intel›Advisers›Texas›SUNDIAL CAPITAL MANAGEMENT, L.P.

SUNDIAL CAPITAL MANAGEMENT, L.P.

Advisory

ARLINGTON, TX

Data as of Apr 4, 2025 · Source: SEC Form ADV

Rank in TX

#2,747

of 2,813 advisers by AUM

Average account

$304K

across 1 accounts

AUM per adviser

$304K

1 advisers

Source: SEC Form ADV. Figures as filed Apr 4, 2025.

Total AUM

$304K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$304K

Discretionary AUM$304K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients1

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureOther (specify)

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

1 clients

The full client-type breakdown and the share of AUM each category represents.

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