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SUNBEAM CAPITAL MANAGEMENT, LLC
CRD 289723 · SEC 801-112112
GA, United States
Phone
(901) 229-2132
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$410.2M
Discretionary AUM
$410.2M
Team
3 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 47 | $410.2M |
States served
GA, LA, NY, TN, UT, TX
Official SEC filing: View on IAPD