{
  "crd_number": 117461,
  "slug": "sundial-capital-management-l-p-arlington-tx-117461",
  "primary_business_name": "SUNDIAL CAPITAL MANAGEMENT, L.P.",
  "legal_name": "SUNDIAL CAPITAL MANAGEMENT, L.P.",
  "dbas": [],
  "city": "Arlington",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "19100",
  "metro": {
    "cbsa_code": "19100",
    "common_name": "Dallas",
    "msa_name": "Dallas-Fort Worth-Arlington, TX",
    "path": "/advisors/tx/dallas"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2006-10-24",
  "years_registered": 19,
  "period": "2026-10-01",
  "filing_date": "2025-04-04",
  "carried_forward": false,
  "raum_total": 303844.0,
  "raum_discretionary": 303844.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 303844.0,
      "count": 1
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "TX"
  ],
  "websites": [
    "https://sundialcapital.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/117461",
  "disclosure_items": [
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "ARLINGTON",
  "url": "https://advisorcensus.com/firm/sundial-capital-management-l-p-arlington-tx-117461",
  "display_name": "Sundial Capital Management, L.P.",
  "summary": "Sundial Capital Management, L.P. is a state-registered investment advisory firm in Arlington, TX, registered since 2006, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 4, 2025.",
  "citation": "AdvisorCensus. Sundial Capital Management, L.P. (CRD 117461): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Sundial Capital Management, L.P. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Sundial Capital Management, L.P. reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "Where is Sundial Capital Management, L.P. located?",
      "a": "Sundial Capital Management, L.P.'s principal office is in Arlington, TX, according to its Form ADV."
    },
    {
      "q": "Is Sundial Capital Management, L.P. registered with the SEC or a state?",
      "a": "Sundial Capital Management, L.P. is a state-registered investment advisory firm, registered since 2006. Status as filed: APPROVED. CRD 117461."
    },
    {
      "q": "How much does Sundial Capital Management, L.P. manage?",
      "a": "Sundial Capital Management, L.P. reports $303,844 in regulatory assets under management in its Form ADV filing dated April 4, 2025 (100% discretionary)."
    },
    {
      "q": "What types of clients does Sundial Capital Management, 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) (1)."
    },
    {
      "q": "Does Sundial Capital Management, L.P. report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/117461"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/sundial-capital-management-l-p-arlington-tx-117461.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 303844.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "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/117461",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}