Sunstone Management

Sunstone Management (“Sunstone”) is a diversified private capital management and investment firm which offers comprehensive wealth management solutions to its worldwide high net worth clients with a f...ocus on investments in U.S. based small businesses and lower middle markets. Our investment offerings are carefully structured to meet targeted investor goals ranging from short term senior debt products to longer term, equity, growth capital, and venture capital investment strategies. Our overarching investment principle is maintaining security of investor funds while generating high risk adjusted yields. On top of the investment options, we help develop a plan to protect and grow your wealth, minimize taxes, as well as efficiently transfer the wealth to your heirs and favorite charities.