# Sunrise Capital Management LLC

> Sunrise Capital Management LLC is a state-registered investment advisory firm, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 6, 2026.

- CRD: 235789
- Filed as: SUNRISE CAPITAL MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Washington
- Filing period: October 2026
- Form ADV filing dated: July 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/235789
- AdvisorCensus page: https://advisorcensus.com/firm/sunrise-capital-management-llc-235789

## Quick answers

**How is Sunrise Capital Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Sunrise Capital Management LLC reports these compensation arrangements: a percentage of assets under its management.

**Is Sunrise Capital Management LLC registered with the SEC or a state?**
Sunrise Capital Management LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 235789.

**How much does Sunrise Capital Management LLC manage?**
Sunrise Capital Management LLC reports $85,250,000 in regulatory assets under management in its Form ADV filing dated July 6, 2026 (100% discretionary).

**What types of clients does Sunrise Capital Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (57); individuals (other than high net worth individuals) (7).

**Does Sunrise Capital Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/235789

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $85,250,000
- Discretionary: $85,250,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $3,950,000 |
| High net worth individuals | 57 | $81,300,000 |

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

### Firm details
- Registered since: 2015 (11 years)
- Employees: 0 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sunrisecapital.us

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sunrise Capital Management LLC (CRD 235789): Form ADV filing data as of October 2026.