SUNRIVER MANAGEMENT LLC

2 Sound View Drive
2nd Floor
Greenwich, Connecticut 06830
Tel: (203) 900-3900

About SUNRIVER MANAGEMENT LLC

SUNRIVER MANAGEMENT LLC, formally registered with the SEC as SUNRIVER MANAGEMENT LLC. The firm was established in 09/15/2015. They have over 1 offices throughout the country.

SUNRIVER MANAGEMENT LLC is a Greenwich, Connecticut based Financial Planning firm with nearly $1,033,380,091 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	281277
SEC#	801-106651
Assets Managed by Firm	$1,033,380,091
No. of Clients	7
No. of Advisors	10

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	7	$1,033,380,091

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