Sunley House Capital Management LLC (Boston)

Sunley House Capital Management LLC is a large advisory firm based in Boston. It manages $685.67 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of Massachusetts.

Sunley House Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sunley House Capital Management: assets under management

The assets under management (AUM) of Sunley House Capital Management LLC is $685.67 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1284% since the beginning of its operation, and $685.67 million of the total AUM is attributable to clients outside of the United States.

The firm manages $685.67 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $685.67 million each.

Sunley House Capital Management has custody of $685.67 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sunley House Capital Management LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Sunley House Capital Management serves?

The only and largest group of clients of Sunley House Capital Management is pooled investment vehicles with 1 clients and $685.67 million of assets under management. Among the 9 most similar advisory firms, Sunley House Capital Management has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $685.67 million for 1 clients. 100% of the firm’s clients are foreign persons or businesses.

Sunley House Capital Management also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.

Careers at Sunley House Capital Management LLC

The company employs 12 people that are either part- or full-time employees. 83 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mohammed Ali Anjarwala	Principal	1 Nov 2014	Other	6464123
Thomas Andrew Knott	Managing director	1 Nov 2014	Other	1172082
Heather Ross Zuzenak	Chief compliance officer	1 Dec 2014	Other	6060600
Advent International Corp	Sole owner	1 Dec 2014	75% - 100%	105673
Eileen Haws Sivolella	Chief financial officer	1 Dec 2014	Other	5707281
Mohammed Ali Anjarwala	Managing director	1 Jan 2017	Other	6464123

Based in Boston

The principal office where Sunley House Capital Management LLC performs its advisory services is located at 800 Boylston Street, Boston, MA 02199, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-951-9400 or by fax 617-951-0566. The normal business hours are 9am to 5pm on Monday - Friday.