9AT: SUNDERLAND CAPITAL PARTNERS LP

SUNDERLAND CAPITAL PARTNERS LP

other names

SUNDERLAND CAPITAL PARTNERS LP

Adviser Profile

Registration status

Terminated

As of Date	03/30/2025
ADV Location	BOSTON, MA, United States
Adviser Type - Mid-sized advisory firm
Number of Employees	2
of those in investment advisory functions	2

AUM^*	55,589,773 80%
of that, discretionary	55,589,773 80%
Private Fund GAV^*	0 -100%
Avg Account Size	11,117,955 80%
SMA’s	Yes
Private Funds	0 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

Reported AUM

66M 57M 47M 38M 28M 19M 9M

2018 2019 2020 2021 2022 2023

Discretionary

Non-discretionary

Private Funds

GAV Count

Employees

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.