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SUNDERLAND CAPITAL PARTNERS LP

121 High Street Fl 3
Boston, Massachusetts 02110
Tel: 617-894-3057

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About SUNDERLAND CAPITAL PARTNERS LP

SUNDERLAND CAPITAL PARTNERS LP, formally registered with the SEC as SUNDERLAND CAPITAL PARTNERS LP. The firm was established in 10/19/2018. They have over 1 offices throughout the country.

SUNDERLAND CAPITAL PARTNERS LP is a Boston, Massachusetts based Financial Planning firm with nearly $55,589,773 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#282785
SEC#801-114152
Assets Managed by Firm$55,589,773
No. of Clients5
No. of Advisors2

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total5$55,589,773

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