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Sundial Wealth
Sundial Wealth was established in 2022 by Andy Hill and Greg Babij. The founders built the firm from their own entrepreneurial exits and prior investment...
Sundial Wealth
Sundial Wealth was established in 2022 by Andy Hill and Greg Babij. The founders built the firm from their own entrepreneurial exits and prior investment experience. It functions as an invite-only multi-family office for founders and their families. The firm allocates across private equity, real estate, hedge funds, equities, and venture. It structures custom portfolios that combine direct alternatives with tax and estate planning. Sundial emphasizes downside protection and long-term wealth transfer. Geographic reach centers on North America with no disclosed offices outside Boca Raton. The firm lists 126 million in assets under management per internal estimates. It maintains a related private fund adviser relationship noted in a December 2025 Form ADV filing. Sundial does not disclose team size or additional vehicles. Sundial integrates investment management with concierge services under one fiduciary platform. This structure allows coordinated handling of alternatives, tax optimization, and generational planning for a small group of value-aligned families.
General information
Firm type
Multi Family Office
Year founded
2022
Location
Region
North America
Country
United States
City
Boca Raton
Corporate office
Boca Raton, FL, United States
Principals
Andy Hill
Founder
Greg Babij
Founder
Sector focus
Frequently asked questions
Who runs investment decisions at Sundial Wealth?
Andy Hill and Greg Babij oversee decisions as founders. The firm integrates investment choices with tax and estate planning for member families.
How does Sundial Wealth source proprietary deal flow?
Sundial provides member families access to exclusive alternatives not available on institutional platforms. It focuses on direct buyouts, real assets, and early-stage opportunities.
Is Sundial Wealth structured as a single family office or does it operate more like a venture firm?
Sundial operates as a multi-family office. It serves multiple founder families through custom portfolios and concierge services rather than managing a single family mandate.
Does Sundial Wealth participate in fund commitments or only direct deals?
The firm accesses both direct alternatives and fund strategies. Its website lists private equity, real estate, hedge funds, and venture as core areas.
Where does the underlying wealth come from?
Wealth originates from the entrepreneurial liquidity of founders Andy Hill and Greg Babij combined with their decades of investment experience.
What is Sundial Wealth's known posture on co-investments alongside external GPs?
Sundial emphasizes direct access to tightly held deal flow. It does not disclose specific co-investment activity or external GP partnerships.
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.
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