Sunchase
- Company typePrivate
- Founded1989
- HeadquartersScottsdale, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
Sunchase firmographics
Firmographics- Name
- Sunchase
- Legal name
- SunChase Holdings
- Website
- https://sunchaseholdings.com
- Company type
- Private
- Founded year
- 1989
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Sunchase industry classification
Industry- Product category
- Private Equity and Real Estate Investment
- NAICS
- Portfolio Management and Investment Advice (523940), Funds, Trusts, and Other Financial Vehicles (525), Other Financial Vehicles (52599)
- SIC
- Real Estate Dealers (For Their Own Account) (6532), Land Subdividers & Developers (No Cemeteries) (6552), Investors, Nec (6799)
- akta.pro primary industry
- Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH)
- akta.pro secondary industries
- Estate Planning, Trust Structuring & Governance (FSAAADAF), Real Estate Management for Family Offices (Acquisition, Development, Property Ops) (FSAAADAI)
Keywords
Where Sunchase is headquartered
LocationHeadquarters
- HQ city
- Scottsdale
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Sunchase business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Sunchase product offering
Product offeringCore offering
SunChase is a private family-office holding company that invests in and develops real estate, deploys private equity and private debt capital, and provides wealth management and estate/tax planning services. Through SunChase Capital, the firm provides flexible growth- and expansion-stage equity capital and private debt, including for distressed situations. Through SunChase Real Estate, it is a multicycle investor and developer of large-scale master-planned communities and raw land. Through SunChase Investments, it delivers portfolio management and estate/tax planning under a family-office structure.
Product overview
Sunchase is a diversified holding company operating three distinct business divisions under a unified family office structure. SunChase Capital provides private equity and private debt investment services with flexible underwriting capabilities; SunChase Real Estate manages multicycle real estate development projects ranging from master-planned communities to industrial parks; and SunChase Investments offers portfolio management, estate planning, and tax planning services. The company has a 35-year track record spanning multiple business cycles with offices in Arizona (Scottsdale) and California (Folsom).
Differentiator
Problem solved
Functional benefit
Products and services
- SunChase Capital Family-office private equity and private debt platform deploying flexible capital solutions into growth- and expansion-stage operating companies, including distressed and challenging situations; structurally free of fund or regulatory mandates that constrain typical PE/credit fund underwriters.
- SunChase Real Estate Multicycle real estate investment and development practice covering large-scale master-planned communities and raw land investments, from entitlements through development and divestment to homebuilders and joint-venture partners.
- SunChase Investments Family-office portfolio management, estate planning, and tax planning delivered by a CPA, two CFA Charterholders, and seasoned back-office professionals, supported by external relationships with top industry advisors, fund managers, and market strategists.
- Hokuli'a Active 1,260-acre luxury master-planned community on three miles of Big Island, Hawaii coastline with Jack Nicklaus golf, world-class amenities, private homes, and integration with over 400 archaeological preservation sites.
Companies that use Sunchase
Customer profileSegments4 records
Ideal customer profiles3 records
Sunchase technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Sunchase partnerships and signals
Strategic signalScale indicators5 records
Recent moves6 records
Sunchase competitors and assessment
Company assessmentDirect peers
- SunCal: SunCal is a private real estate developer specializing in large-scale master-planned communities in California and the Western U.S. Both SunChase and SunCal focus on entitling, developing, and selling finished lots to national homebuilders, making them directly comparable in real estate development strategy.
- Five Point Holdings: Five Point Holdings is a publicly traded developer of large master-planned communities in California, including Great Park Neighborhoods in Irvine. Comparable to SunChase Real Estate in scale of master-planned community development and entitlement-led value creation.
- Shea Homes: Shea Homes is a national homebuilder and master-planned community developer and was a JV partner with CalPERS that acquired 8,400 lots from SunChase. Comparable as a developer-purchaser of master-planned community assets and as a counterparty in similar large lot-sale transactions.
- Pardee Homes: Pardee Homes is a California-based homebuilder that develops and purchases lots in master-planned communities. Comparable to SunChase as a participant in the same lot-development and homebuilder lot-purchase ecosystem in the Western U.S.
- Pritzker Private Capital: Pritzker Private Capital is a Chicago-based family office-backed private equity firm making direct investments in middle-market companies. Comparable to SunChase Capital as a family-controlled, flexible-capital sponsor executing direct PE deals without traditional fund constraints.
- Crown Family Office: The Crown family office manages diversified investments including private equity, real estate, and operating businesses. Comparable to SunChase's three-division family office model combining capital deployment, real estate, and wealth/estate management.
- Aspiriant: Aspiriant is an independent wealth management firm serving high-net-worth and ultra-high-net-worth families with portfolio management, estate planning, and tax services. Comparable to SunChase Investments as a family-office-style wealth and estate planning practice for HNW clients.
Emerging players
- Genstar Capital: Genstar Capital is a private equity firm focused on middle-market investments across financial services, software, and business services. Comparable to SunChase Capital as a PE investor in growth/expansion stage companies, though Genstar operates as a traditional institutional sponsor.
Broad incumbents
- Brookfield Asset Management: Brookfield Asset Management is a global alternative asset manager with major real estate, private equity, and credit franchises. Comparable to SunChase as a participant in the same real estate development and PE investment categories, though at vastly greater scale and with a multi-strategy institutional structure.
- Bessemer Trust: Bessemer Trust is a multi-family office providing investment management, estate planning, and wealth advisory services to wealthy families. Comparable to SunChase Investments in providing portfolio management, estate, and tax planning, though at materially larger scale.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Sunchase social profiles
Digital presenceSunchase financial estimates
Financial estimateRevenue estimate
Valuation estimate
Sunchase leadership team
Management profileNumber of profiles
Sunchase funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Sunchase M&A and investment
M&A and investmentM&A
Investments1 record
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Sunchase
What does Sunchase do?
SunChase is a private family-office holding company that invests in and develops real estate, deploys private equity and private debt capital, and provides wealth management and estate/tax planning services. Through SunChase Capital, the firm provides flexible growth- and expansion-stage equity capital and private debt, including for distressed situations. Through SunChase Real Estate, it is a multicycle investor and developer of large-scale master-planned communities and raw land. Through SunChase Investments, it delivers portfolio management and estate/tax planning under a family-office structure.
Is Sunchase a public or private company?
Sunchase is a private company. It is classified as family owned and is currently operating.
When was Sunchase founded?
Sunchase was founded in 1989. It employs 11 to 50 people.
Where is Sunchase based?
Sunchase is headquartered in Scottsdale, United States, in the North America region.
Who are Sunchase's main competitors?
Direct peers on record are SunCal, Five Point Holdings, Shea Homes, Pardee Homes, Pritzker Private Capital, Crown Family Office and Aspiriant. Genstar Capital is listed as an emerging player. Broad incumbents are Brookfield Asset Management and Bessemer Trust.
Does Sunchase have an API?
No public API is recorded for Sunchase.
What industry is Sunchase in?
Sunchase's product category is Private Equity and Real Estate Investment. Its primary akta.pro industry code is FSAAADAH, Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest), with a secondary code of FSAAADAF, Estate Planning, Trust Structuring & Governance. Its NAICS code is 523940 and its SIC code is 6532.