# Sundial Capital Management, L.P.

> 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.

- CRD: 117461
- Filed as: SUNDIAL CAPITAL MANAGEMENT, L.P.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Arlington, TX
- Filing period: October 2026
- Form ADV filing dated: April 4, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/117461
- AdvisorCensus page: https://advisorcensus.com/firm/sundial-capital-management-l-p-arlington-tx-117461

## Quick answers

**How is Sundial Capital Management, L.P. compensated?**
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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Sundial Capital Management, L.P. located?**
Sundial Capital Management, L.P.'s principal office is in Arlington, TX, according to its Form ADV.

**Is Sundial Capital Management, L.P. registered with the SEC or a state?**
Sundial Capital Management, L.P. is a state-registered investment advisory firm, registered since 2006. Status as filed: APPROVED. CRD 117461.

**How much does Sundial Capital Management, L.P. manage?**
Sundial Capital Management, L.P. reports $303,844 in regulatory assets under management in its Form ADV filing dated April 4, 2025 (100% discretionary).

**What types of clients does Sundial Capital Management, L.P. serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Sundial Capital Management, L.P. report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $303,844
- Discretionary: $303,844
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $303,844 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2006 (19 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(4): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/117461

### Websites listed on Form ADV (Item 1.I)
- sundialcapital.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sundial Capital Management, L.P. (CRD 117461): Form ADV filing data as of October 2026.