S
$2.2M Total AUM
$2.2M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
2 yrs Firm Age
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- Custodian
- Capital Group ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-24-2024
- Office Locations
- 1
Office Locations
-- Miami Beach FL
About Sunshine Kapital
Sunshine Kapital is a Miami Beach-based RIA. The firm has been operating for 2 years. Managing $2.2M in total assets under management, with 1 advisory representatives. They custody assets with Capital Group and Interactive Brokers.
Team overview
-- AVG AGE
$2.2M AVG AUM / ADVISOR
$244.4K AVG AUM / CLIENT
2.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
Stefan Hans Roberth Lingmert
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, Founder
- CRD
- #7269752
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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