{
  "crd_number": 155109,
  "slug": "sun-capital-advisors-l-p-boca-raton-fl-155109",
  "primary_business_name": "SUN CAPITAL ADVISORS, L.P.",
  "legal_name": "SUN CAPITAL ADVISORS, L.P.",
  "dbas": [
    "SUN CAPITAL ADVISORS VII-AIFM, LLC",
    "SUN CAPITAL ADVISORS VIII-AIFM, LLC",
    "SUN CAPITAL PARTNERS INC.",
    "SUN CAPITAL STAR FUND ADVISORS AIFM, LLC"
  ],
  "city": "Boca Raton",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2012-03-27",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-06-23",
  "carried_forward": false,
  "raum_total": 5843293394.0,
  "raum_discretionary": 5843293394.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 58,
  "advisory_employees": 35,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 5843293394.0,
      "count": 16
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "NY"
  ],
  "websites": [
    "https://facebook.com/SUNCAPITALPARTNERS",
    "https://linkedin.com/COMPANY/SUN-CAPITAL-PARTNERS",
    "https://suncappart.com",
    "https://vimeo.com/SUNCAPITALPARTNERS",
    "https://x.com/SUNCAPITAL"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/155109",
  "city_as_filed": "BOCA RATON",
  "url": "https://advisorcensus.com/firm/sun-capital-advisors-l-p-boca-raton-fl-155109",
  "display_name": "Sun Capital Advisors, L.P.",
  "summary": "Sun Capital Advisors, L.P. is an SEC-registered investment advisory firm in Boca Raton, FL, registered since 2012, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated June 23, 2026.",
  "citation": "AdvisorCensus. Sun Capital Advisors, L.P. (CRD 155109): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Sun Capital Advisors, L.P. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Sun Capital Advisors, L.P. reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "Where is Sun Capital Advisors, L.P. located?",
      "a": "Sun Capital Advisors, L.P.'s principal office is in Boca Raton, FL, according to its Form ADV; the July 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Sun Capital Advisors, L.P. registered with the SEC or a state?",
      "a": "Sun Capital Advisors, L.P. is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 155109."
    },
    {
      "q": "How much does Sun Capital Advisors, L.P. manage?",
      "a": "Sun Capital Advisors, L.P. reports $5,843,293,394 in regulatory assets under management in its Form ADV filing dated June 23, 2026 (100% discretionary)."
    },
    {
      "q": "How have Sun Capital Advisors, L.P.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Sun Capital Advisors, L.P.: Regulatory assets under management: $6,047,185,983 in the October 2021 data and $5,843,293,394 in the October 2026 data, down 3%. Total employees: 113 in October 2021 and 58 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Sun Capital Advisors, L.P. serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (16)."
    },
    {
      "q": "Does Sun Capital Advisors, L.P. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/155109"
    },
    {
      "q": "What changed in Sun Capital Advisors, L.P.'s recent Form ADV filings?",
      "a": "In the July 2026 filing data: No longer lists an office in London."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 6047185983.0,
      "total_employees": 113,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 7122375446.0,
      "total_employees": 125,
      "filing_date": "2022-05-25"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 7557719790.0,
      "total_employees": 125,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 6609092746.0,
      "total_employees": 92,
      "filing_date": "2024-03-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 6171736446.0,
      "total_employees": 64,
      "filing_date": "2025-06-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 5843293394.0,
      "total_employees": 58,
      "filing_date": "2026-06-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "No longer lists an office in London."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 37 to 35.",
        "Changed its office addresses in London."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/sun-capital-advisors-l-p-boca-raton-fl-155109.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 16,
      "fewer_than_5": false,
      "raum": 5843293394.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/155109",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}