9AT: SUNDERLAND CAPITAL PARTNERS LP

other names

Adviser Profile

As of Date	03/12/2024
Adviser Type - Mid-sized advisory firm
Number of Employees	2
of those in investment advisory functions	2
Registration	SEC, Approved, 10/19/2018
Other registrations (1)	SEC, ERA - Withdrawn, 09/19/2018

AUM^*	55,589,773 79.85%
of that, discretionary	55,589,773 79.85%
Private Fund GAV^*	12,518,817
Avg Account Size	11,117,955 79.85%
SMA’s	Yes
Private Funds	4
Contact Info	617 xxxxxxx

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Fund Type	Count	GAV
Fund TypeHedge Fund	Count4	GAV$12,518,817

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser KSTONE PARTNERS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM30.7m	#Funds-
Adviser ISRAEL INVESTMENT ADVISORS, LLC	Hedge Fund31.0m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV31.0m	AUM34.0m	#Funds1
Adviser GRAND SLAM ASSET MANAGEMENT, LLC	Hedge Fund26.0m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV26.0m	AUM30.9m	#Funds1
Adviser MUIRFIELD CAPITAL GLOBAL ADVISORS LLC	Hedge Fund39.2m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV39.2m	AUM46.3m	#Funds2
Adviser WORTHINGTON CAPITAL MANAGEMENT, LLC	Hedge Fund30.7m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV30.7m	AUM30.7m	#Funds1
Adviser RHIZOME CAPITAL MANAGEMENT LLC	Hedge Fund16.5m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV16.5m	AUM33.1m	#Funds3
Adviser NEWOAK ASSET MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM36.4m	#Funds-
Adviser AXEL CAPITAL MANAGEMENT, LLC	Hedge Fund27.6m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV27.6m	AUM27.6m	#Funds1
Adviser ARGOSY-LIONBRIDGE MANAGEMENT, LLC	Hedge Fund24.4m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV24.4m	AUM87.5m	#Funds2
Adviser CHARLES LANE CAPITAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM33.5m	#Funds-

Brochure Summary

Overview

Sunderland Capital Partners LP is a Delaware limited partnership founded by Thomas Bushey, the principal owner of the Firm, in January 2016. Mr. Bushey serves as Sunderland Capital’s Managing Member and Chief Compliance Officer. Private Fund Portfolio Management Sunderland Capital provides discretionary investment management services to collective investment funds that are not registered as investment companies (the “Private Funds”) and a sub-advised account for a registered investment adviser (the “Sub-Advised Account”). The Private Funds that are managed by Sunderland Capital include:
• Sunderland Capital Onshore Fund LP (the “Onshore Fund”)
• SCP Opportunities Fund LLC Series A (the “Series-A Fund”)
• SCP Opportunities Fund LLC Series B (the “Series-B Fund”)
• SCP Oasis Holding Company LLC (the “SCP Oasis Fund”) The Private Funds and Sub-Advised Account are managed pursuant to the objectives specified in the materials by which each Private Fund offers its ownership interests to investors and the investment management agreement offered by the Sub-Advised Account. The Onshore Fund is organized as (i) limited

partnerships, where an affiliate of Sunderland Capital (Sunderland Capital GP LLC) acts as the general partner (each a “General Partner”) and each investor in that Private Fund is a “Limited Partner”, where Sunderland Capital acts as investment manager. Sunderland Capital also acts as an investment manager for the Series-A Fund, Series-B Fund and the SCP Oasis Fund. Sunderland also acts as investment manager to a Sub-Advised Account. Our investment decisions and advice with respect to the Funds are subject to each Fund’s investment objectives and guidelines, as set forth in its respective “Offering Documents.” The Firm has entered into and may enter into “side letters” or similar agreements with certain investor that may waive or modify the application of, or grant special or more favorable rights with respect to the Offering Documents to the extent permitted by applicable law. We do not currently participate in any Wrap Fee Programs. Amount of Managed Assets As of December 31, 2023, Sunderland Capital had assets under discretionary management of approximately $55,589,773 and no assets under non-discretionary management.

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SUNDERLAND CAPITAL PARTNERS LP

Adviser Profile

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Private Funds Structure

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Brochure Summary

Overview