Sign in Sign up for free

Sundowner Capital Management LLC (Bend)


Sundowner Capital Management LLC is an adviser based in Bend. It manages $64.26 million of regulatory assets for 113 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Oregon and Washington.




Sundowner Capital Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sundowner Capital Management: assets under management

The assets under management (AUM) of Sundowner Capital Management LLC is $64.26 million. The firm's AUM has grown by 107% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $57.38 million in discretionary accounts and $6.88 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $735.66 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $196.5 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Sundowner Capital Management LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Bend

The principal office where Sundowner Capital Management LLC performs its advisory services is located at 725 Nw Broadway Street, Bend, OR 97701 2778 The mailing address of the firm is 725 Nw Broadway Street, Bend, OR 97701 2778. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 541-389-3311 or by fax 541-389-3322. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday.


Registered investment advisers similar to Sundowner Capital Management LLC