Sunstone Partners
SEC RegisteredA partner for growth
About the firm
Sunstone Partners is a growth-oriented private equity firm that invests in AI- and technology-enabled services and software companies. Founded in 2015, the firm has $1.7 billion of committed capital under its first three funds and seeks to partner with exceptional entrepreneurs, often as their first institutional capital partner, to help accelerate organic growth and fund acquisitions. The firm has over 70 years of collective experience investing and helping technology companies achieve successful outcomes.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Majority and minority investments in technology-enabled services and software businesses, with check sizes of $75M–$200M, focused on accelerating organic growth, funding acquisitions, providing strategic guidance, and execution of operational best practices.
Who they serve
Exceptional entrepreneurs, often as their first institutional capital partner, leading technology-enabled services and software businesses with $20M+ of revenue, 20%+ growth, and a capital efficient history.
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 8 | $1.6B |
Leadership
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Investment Period (pre-Stepdown) | 2.00% |
| Post-Stepdown (steps down incrementally) | 1.00% |
Data as of March 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Sunstone Partners 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.
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