Updated:
Sun Valley Advisors
Sun Valley Advisors is a Shanghai-based RIA managing global balanced portfolios of closed-end funds and ETFs, with no public AUM or leadership disclosure.
Sun Valley Advisors
Sun Valley Capital is a private equity firm based in Shanghai, China. It focuses on venture capital investments.
General information
Firm type
Private Equity
Year founded
2011
Location
Region
Asia
Country
China
City
Shanghai
Corporate office
Shanghai, China
Frequently asked questions
Does Sun Valley Advisors disclose its assets under management?
No. The firm's public website does not publish any AUM figure, and no third-party source provides a verifiable number. The total capital managed is undisclosed.
Who makes investment decisions at Sun Valley Advisors?
The firm has not publicly identified any principals, portfolio managers, or investment committee members. No executive names or biographies appear on its website or in accessible regulatory filings.
What investment vehicles does Sun Valley Advisors use?
The firm specializes in closed-end funds and exchange-traded funds within global balanced portfolios. It manages accounts on an individual basis, with assets held at a custodian selected by each client.
Does Sun Valley Advisors offer financial planning services?
No. The firm states explicitly that it does not provide financial planning, but will work alongside a client's other financial advisors as needed.
Where is Sun Valley Advisors regulated?
The firm describes itself as an independent Registered Investment Advisor. No specific regulatory registration number or jurisdiction of registration is disclosed beyond the Shanghai headquarters listing.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on private equity firms?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: