# Sundial Wealth

Sundial Wealth is a Multi Family Office based in Boca Raton, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Boca Raton, United States
- **Region:** North America
- **Address:** Boca Raton, FL, United States
- **Founded:** 2022
- **Assets under management:** 126 (Altss estimate)
- **Website:** sundialwealth.com
- **LinkedIn:** https://www.linkedin.com/company/sundial

## Regulatory record

- **CRD number:** 321900
- **SEC file number:** 801-135014
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-01-28T06:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/321900

## About

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.

## Sectors

- Private Equity
- Real Estate
- Hedge Funds
- Venture

## People

- Andy Hill — Founder
- Greg Babij — Founder

## 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.

### 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.

### 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.

## Related profiles

- [Lalia Capital Family Office](https://altss.com/profile/lalia-capital-family-office)
- [Epacria Capital Partners](https://altss.com/profile/epacria-capital-partners-landon-t-clay-family-office)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/sundial-wealth-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology