Single Family OfficeRIA · CRD 328895SEC-RegisteredPrivate Fund Adviser

Updated:

Sunstone Management

Sunstone Management runs the single-family office for its founding family with holdings in real estate and private equity.

Sunstone Management

Sunstone Management

Sunstone Management began in 2015 under Steve Chen. The firm functions as the single-family office for its founding family and handles asset management, direct investments, and legacy planning. Allocations span real estate, private equity, and public markets. The firm executes buyouts and direct co-investments in North America and Europe. Confirmed holdings include multiple industrial and commercial properties in Iowa. It also targets Biotech, Consumer Tech, and Enterprise Software opportunities. The team includes Michael Voss as former Chief Investment Officer. No additional offices are recorded. Philanthropic vehicles include the Kingdom Giving Fund and United Way of Metropolitan Dallas. The structure centers on a single family mandate with direct control over deployment decisions rather than external fund commitments.

General information

Firm type

Single Family Office

Year founded

2015

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Houston

Corporate office

Houston, United States

Principals

Steve Chen

Managing Partner

John Keisler

CEO & Managing Partner

John Shen

CEO

Sector focus

Industrial TechSupply Chain & LogisticsDigital Health

Frequently asked questions

Who runs investment decisions at Sunstone Management?

Steve Chen serves as Managing Partner and founder. John Keisler and John Shen hold CEO titles.

Does Sunstone Management participate in fund commitments or only direct deals?

The firm executes direct co-investments and SPVs alongside private equity and real estate holdings.

Where does the underlying wealth come from?

The firm manages capital for its founding family with no further public attribution to a specific operating business.

What investment stages does Sunstone Management typically target?

Activity includes buyouts, early-stage seed, growth, and public-to-private transactions.

Which sectors does Sunstone Management focus on?

Confirmed focuses include Industrial Tech, Supply Chain & Logistics, Digital Health, Biotech, Consumer Tech, and Enterprise Software.

Profile maintained by 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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