Sundial

Sundial

Investment-Management

Delray Beach, FL
United States
Company Tagline

An invite-only multi-family office for Founders and their families.

Industry Category
Investment-Management
Company Description

Sundial is a leading investment management firm dedicated to serving founders and their families through a modern multi-family office approach. Located in Delray Beach, FL, Sundial provides exclusive access to private deal flow, in-depth due diligence, and customized portfolio design, leveraging its portfolio companies such as Sundial Holdings, Sundial Wealth, and Sundial Real Estate Partners. Sundial is committed to delivering exceptional returns and unique experiences to entrepreneurs focused on long-term family success.

Operating on an invite-only basis, Sundial focuses on alternative investments, commercial real estate, private equity, and comprehensive family office services. Sundial's specialties also include long volatility, private wealth management, and advisory services, ensuring a holistic and strategic approach to wealth management. The primary address for Sundial is Delray Beach, FL 33444, US.

Sundial is constantly evolving and expanding its service offerings to meet the dynamic needs of its exclusive clientele. We invite the management team at Sundial to create a customized and exclusive company showcase and product listing on our platform, allowing you to further highlight your unique approach and services.

Sundial est une société de gestion d'investissements de premier plan dédiée à servir les fondateurs et leurs familles grâce à une approche moderne de bureau multifamilial. Située à Delray Beach, en Floride, Sundial offre un accès exclusif aux flux de transactions privées, à une diligence raisonnable approfondie et à une conception de portefeuille personnalisée, en tirant parti de ses sociétés de portefeuille telles que Sundial Holdings, Sundial Wealth et Sundial Real Estate Partners. Sundial s'engage à offrir des rendements exceptionnels et des expériences uniques aux entrepreneurs axés sur la réussite familiale à long terme.

Opérant sur invitation uniquement, Sundial se concentre sur les investissements alternatifs, l'immobilier commercial, le capital-investissement et les services complets de bureau familial. Les spécialités de Sundial comprennent également la volatilité longue, la gestion de patrimoine privé et les services de conseil, garantissant une approche holistique et stratégique de la gestion de patrimoine. L'adresse principale de Sundial est Delray Beach, FL 33444, États-Unis.

Sundial est en constante évolution et élargit son offre de services pour répondre aux besoins dynamiques de sa clientèle exclusive. Nous invitons l'équipe de direction de Sundial à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme, vous permettant de mettre davantage en valeur votre approche et vos services uniques.

Key Personnel / Employees
Greg Babij CFA lynda sinclair Andy Hill Laura Mccudden

Compare Companies Side by Side

Compare Sundial with 3 companies in Investment-Management

4 Companies
Comparison Field
Sundial
Sundial
Main Company
First National Realty Partners
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ShoreBridge Capital
ShoreBridge Capital
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Arboris Capital Limited
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Founded Year
2015 2015 2024
Company Size
51-200 2-10 11-50
City
Delray Beach, FL Red Bank, New Jersey New York, New York Dubai, Dubai
Country
United States United States United Arab Emirates
Skills & Keywords Comparing with main company
15 Total Skills
Investment Management Multi-Family Office Private Equity Wealth Management Alternative Investments Real Estate Family Office Services Commercial Real Estate Long Volatily Private Wealth Management Holding Company Trend Following Alternative Yield Advisory Small Business Acquisition
8 Total 2 Common 6 Unique
Match 13%
Common Skills:
Investment Management Real Estate
Unique Skills:
Asset Management Commercial Real Estate Investments Grocery-anchored shopping centers Leasing Private Equity Real Estate Property Management
7 Total 1 Common 6 Unique
Match 7%
Common Skills:
Investment Management
Unique Skills:
Capital Raising Direct Investments Hedge Fund Capital Raising Hedge Funds Independent Sponsors Venture Capital
22 Total 1 Common 21 Unique
Match 7%
Common Skills:
Wealth Management
Unique Skills:
Allocation Capital Markets Corporate Finance Feeder Funds Financial investments Financing +15
4
Total Companies
2015
Oldest Founded
2
Countries
46
Unique Skills

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Alternative Company Names

This company is also known as

Sundial 日晷 सनडियल ساعة شمسية Cadran Solaire Сандиал