Mandate & appetite
- Preferred strategies
- Opportunistic, Value Add
- Target geographies
- Global
- Typical ticket
- $2m–$10m
- AUM
- Undisclosed
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Sundial is an invite-only multi-family office for entrepreneurs that provides comprehensive investment management, private deal flow access, and family governance services. The firm integrates capital management with tax, estate, and lifestyle planning, serving clients with decades of investing experience under a concierge model.
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- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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