Skip to content
← Back to investors
SW

Other

Sundial Wealth LLC

Boca Raton, United Stateswww.sundial.io/
0
Contacts
0
Mandates
✦ AI-enriched · 1 field · 100% confData completeness 40%Updated 2026-04-25Sources: FINTRX, 101_consolidated_master

Mandate & appetite

Preferred strategies
Private EquityVenture CapitalFixed IncomeHedge FundsPrivate CreditReal Estate
Target geographies
Global
Typical ticket
AUM
Undisclosed
Real-asset allocation
Appetite

Investor profile

Institutional investor. based in Boca Raton United States. LP type: Family Office. Asset class focus: Alternative Investments, Fixed Income, Hedge Funds, Private Debt, Private Equity, Real Estate, Venture Capital. Geographic focus: Global. Sectors: industrial, office, residential. Active real asset investor

Similar investors

Comparable allocators

FF

Other

Fiduciary Family Office, LLC

Boca Raton, United States

Institutional investor. based in Boca Raton United States. LP type: Family Office. Asset class focus: Fixed Income, Fund of Funds, Hedge Funds, Private Debt, Public Equity, Real Estate. Geographic focus: Global. Sectors: office. Active real asset investor

Fixed IncomeHedge FundsPrivate CreditReal Estate
0 contacts
SW

Family Office

Saddock Wealth, LLC

Dallas, United States

Institutional investor. based in Dallas United States. LP type: Family Office. Asset class focus: Fixed Income, Hedge Funds, Private Debt, Private Equity, Real Estate. Geographic focus: Global. Sectors: office. Active real asset investor

Fixed IncomeHedge FundsPrivate CreditPrivate Equity+1
0 contacts
1W

Family Office

1650 Wealth Family Office, LLC

Lighthouse Point, United States

Institutional investor. based in Lighthouse Point United States. LP type: Family Office. Asset class focus: Alternative Investments, Fund of Funds, Hedge Funds, Public Equity, Real Estate. Geographic focus: Global. Sectors: hotels, office. Active real asset investor

Commodities, Fixed Income, Geographic Focus, Hedge Funds, Infrastructure, Private Credit, Private Equity, Public Equities, Reinsurance & Insurance-Linked, Thematic Growth
0 contacts
WM

Family Office

Wealth Management Solutions, LLC

Newport Beach, United States

Institutional investor. based in Newport Beach United States. LP type: Family Office. Asset class focus: Alternative Investments, Fixed Income, Public Equity, Real Estate. Geographic focus: Global. Sectors: office. Active real asset investor

Real EstateFixed Income
0 contacts
MW

Family Office

Mission Wealth

Santa Barbara, United States

Institutional investor. based in Santa Barbara United States. LP type: Family Office. Asset class focus: Alternative Investments, Hedge Funds, Private Debt, Private Equity, Public Equity, Real Estate. Geographic focus: Global. Sectors: office. Active real asset investor

Private EquityHedge FundsPrivate CreditReal Estate
0 contacts
1W

Family Office

156 Wealth

San Diego, United States

Institutional investor. based in San Diego. LP type: Family Office. Asset class focus: Alternative Investments, Fixed Income, Hedge Funds, Infrastructure, Natural Resources, Private Debt, Private Equity, Public Equity, Technology. Geographic focus: Asia/Pacific (APAC), Emerging Markets, Europe, Frontier Markets, Middle East, North America. Sectors: hotels, infrastructure. Active real asset investor

Commodities, Cryptocurrency & Blockchain, Fixed Income, Geographic Focus, Hedge Funds, Infrastructure, Private Credit, Private Equity, Public Equities, Reinsurance & Insurance-Linked, Thematic Growth
0 contacts