# Sundowner Capital Management

Sundowner Capital Management is a Bank / Wealth / Trust based in Sunriver, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Sunriver, United States
- **Region:** North America
- **Address:** Bend, OR, United States
- **Founded:** 2000
- **Assets under management:** Undisclosed
- **Website:** sundownercapital.com
- **LinkedIn:** linkedin.com/company/sundowner-management-group

## Regulatory record

- **CRD number:** 146253
- **SEC file number:** 801-123347
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/146253

## About

Founded in 2000 and headquartered in Bend, Oregon, Sundowner Capital Management is a registered investment adviser that provides wealth management, financial planning, and portfolio management to individuals, high-net-worth clients, and charitable organizations. The firm makes no public disclosures about its assets under management, investment strategy, or portfolio holdings. Sundowner's service scope spans investment advisory, financial planning, and ongoing portfolio management. No information is available about specific asset-class exposures, stage preferences, fund structures, or direct-investment activity. The firm's website is a holding page with no operational content. No data is available on the firm's team size, additional office locations, or named principals. No adjacent vehicles or club memberships are publicly disclosed. No verifiable operational events from the last 24 months are on record. Sundowner's structural feature is its opacity: it has maintained an active SEC registration for over two decades while leaving virtually no public footprint.

## Questions

### Is Sundowner Capital Management still an active firm?

Yes. The firm maintains an active registration as an investment adviser and its website domain remains registered, even though the site currently displays only a placeholder page. Its last known operational context places it as an ongoing wealth management and advisory practice.

### Does Sundowner publish its assets under management?

No. Sundowner has never publicly disclosed its AUM. As a private registered investment adviser, it is under no obligation to release this figure, and no credible estimate is available from external sources.

### What investment strategies does Sundowner employ?

The firm's public-facing materials do not describe any specific investment strategies, asset-class allocations, or stage preferences. Its regulatory filings describe a broad wealth management and financial planning mandate serving individuals and charitable organizations.

### Who runs Sundowner Capital Management?

No named principals, leadership team members, or key investment decision-makers are publicly identified. The firm's regulatory footprint does not surface individual names associated with management or investment roles.

### Does Sundowner take outside capital or co-invest?

There is no public record of Sundowner accepting external institutional capital or participating in co-investment arrangements alongside other allocators or general partners. Its described client base is limited to individuals, high-net-worth individuals, and charitable organizations.

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Last updated: 2026-08-11T02:43:31.692Z

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