Sundance Bay

Registered investment advisor · Salt Lake City, Utah · CRD #301868

Assets Under Management

$2.1B

Client Accounts

Employees

CRD Number

301868

Registration

SEC Registered

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Sundance Bay

Sundance Bay is a Utah-based investment firm founded in 2012, specializing in value-add and private debt investments. It offers investment advisory services through Sundance Bay Investment Manager, LLC. The firm's leadership includes seasoned professionals in real estate and finance.

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Sundance Bay

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Frequently Asked Questions

What is Sundance Bay's AUM?

Sundance Bay reports approximately $2.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Sundance Bay headquartered?

Sundance Bay is headquartered in Salt Lake City, Utah.

What is Sundance Bay's CRD number?

Sundance Bay's CRD number is 301868. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.