SUNBRIDGE PARTNERS

SUNBRIDGE PARTNERS, INC. Legal Name

Adviser information for SUNBRIDGE PARTNERS last updated from Form ADV on March 1st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 0
Investment Advisory/Research 0
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios No

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services
Compensation

Identifiers

SEC RIA File Number 802-114837
SEC ERA File Number 802-114837
SEC CIK Numbers None
SEC CRD Numbers 300655
Legal Entity Identifier None

Principal Office

3659 GREEN ROAD
SUITE 100
BEACHWOOD
OH
United States
Monday - Friday, 9-5
Tel: 704-443-8369, Fax: None

Chief Compliance Officer

JOHN PAUL REILLY GRIM
PRESIDENT, GENERAL PARTNER
75 SOWELL ST.
MOUNT PLEASANT
SC
United States
Tel: 704-443-8369
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
SUNBRIDGE PARTNERS JJV FUND II, L.P. Venture Capital Fund $0.0M $0.1M 24
SUNBRIDGE PARTNERS JJV FUND, L.P. Venture Capital Fund $4.2M $0.1M 26
SUNBRIDGE PARTNERS TECHNOLOGY FUND III (FEEDER), L.P. Venture Capital Fund $4.0M $6.0M 1
SUNBRIDGE PARTNERS TECHNOLOGY FUND III, L.P. Venture Capital Fund $13.4M $0.0M 13

Control Persons

Name Type Entity Title Since Ownership
GRIM, JOHN PAUL, R Individual PRESIDENT 12/2011 25-50%
GANNON, JOHN, ANTHONY Individual VICE PRESIDENT 12/2011 25-50%
EHRHART, KENNETH, A Individual TREASURER AND SECRETARY 12/2011 25-50%

No. Employees, Historic

0002020202120222023202420250 on 2/18/20200 on 2/24/20210 on 3/16/20220 on 3/9/20230 on 3/1/2024