SUNDANCE BAY
SEC RegisteredMountain West roots, nationwide growth
About the firm
Sundance Bay partners with real estate investors who want experience, integrity, and consistent, long-term growth. The firm offers a bespoke experience to investors and lending partners, built on relationships, accountability, and best-in-class service. Investment advisory services are offered through Sundance Bay Investment Manager, LLC DBA Sundance Bay, an SEC-registered investment adviser.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Private debt and equity investments in middle-market, high-growth U.S. markets; owner-operator capabilities with a vertically-integrated team; lending and real estate investment management with national exposure and Mountain West/Sunbelt expertise.
Who they serve
Real estate investors and lending partners, including transaction sponsors and investors seeking middle-market private debt and equity investments in high-growth markets.
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 7 | $2.1B |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SUNDANCE BAY has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.