TRADITIONAL INVESTMENT DISCIPLINE FOR DIGITAL ASSETS

TB Sunridge Advisors is an independent registered investment advisor (CRD 295507).
Please see our compliance disclaimer here. 

WHAT WE DO

Registered Investment Advisor for Digital Assets

TB Sunridge Advisors manages a suite of private placement funds that provide turn-key, US-compliant investment into digital assets for institutions and accredited & qualified investors. The funds are designed to provide diversification and increase uncorrelated returns in the alternative investment space.

TB Sunridge Bitcoin Fund LP is managed by TB Sunridge Advisors. For more information and offering documents for funds that TB Sunridge Advisors provides investment advice to, please click here.

US Compliant

Compliance and fiduciary duty to our clients are fundamental core values and have been since the company’s inception.  TB Sunridge Advisors developed proprietary policies to become one of the first investment advisors with registration approval that specifically includes Digital Assets. 

 

TBS Advantage Diagram

 

“Traditional Investment Discipline” refers to portfolios built on the strategic allocation of assets such as stocks and bonds as a way of balancing risk. The framework uses a regulated methodology of holding and managing customer assets that are commonly employed for stocks, bonds, and alternative investments.

ABOUT US

While Digital Asset Management is a relatively new investment class, the team at TB Sunridge Advisors has a long history of institutional investing and client relationship management. TB Sunridge Advisors’ expertise developed from its principals’ extensive history of portfolio management.

Our internal team of researchers works closely with leading financial economists and practitioners to identify opportunities. Our portfolio managers seek to balance costs against expected returns and diversification.

Matt Tunney

MATTHEW TUNNEY 

CEO

Matt serves as CEO of TB Sunridge Advisors and integrates Digital Assets into the traditional regulatory landscape to capture potential long term growth for clients. Matt brings 18 years of experience, including managing financial portfolios at JPMorgan and Credit Suisse, as well as at commodities companies where he traded and managed successful teams optimizing physical assets and financial energy products. Matt helped found and currently sits on a non-profit board for digital assets as well as several local charity organizations. Dr Tunney holds a PhD in Theoretical Physics from Cambridge University, UK.

John

JOHN GRAY 

COO

John Gray is an Advisor at TB Sunridge Advisors.  He has spent the last 30 years trading a variety of financial products.  Originally starting in the grain pits of Chicago with Cargill, after receiving his MBA in Finance, John moved to JPMorgan to trade derivatives. John worked in various Asia, Europe and North America offices to help expand the bank’s presence globally. John is an adjunct professor at the University of Dayton, teaching a course on trading and risk management in the finance department.  

CODY DENTON

MARKETING DIRECTOR

Cody is an industry leader in media and marketing. She has worked with many of the top 100 US corporate advertisers over the past 15 years. Cody has an expert understanding of the US media marketplace and has developed some of the industry’s best practices over the last 15 years. Cody has a BA in Advertising from Michigan State University and is active in several national advertising industry associations.

KELLY CAIN GRAY 

HEAD OF INSTITUTIONAL SALES

Kelly serves as Head of Institutional Sales and brings a wealth of experience with successfully bringing new products to market. She is passionate about sharing how life-changing, revolutionary products could potentially benefit clients. Kelly has worked in business development for a multitude of start-up companies in addition to industry leaders such as Abbott Vascular, St. Jude Medical and Guidant. She has a Bachelor of Science in Business from Miami University. 

Allocation Process bowl

CONTACT US

HOUSTON OFFICE

2700 Post Oak Blvd, Fl 21
Houston, TX 77056

DAYTON OFFICE

5540 Far Hills Ave, Ste 204
Dayton, OH 45429

PARK CITY OFFICE

1389 Center Dr, Ste 200
Park City, UT 84098

KELLY CAIN-GRAY, HEAD OF INSTITUTIONAL SALES

713-857-2505

kelly@tbsunridge.com

Schedule via Calendly

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CONNECT

  • One of the utilities of a successful distributed ledger that enables a trustless network is its immutability: once an entry is verified, it cannot be deleted or amended retroactively. Blockchains are one such example that we will focus on. To achieve this key requirement, there are several verification methods available. One is to require there to be a “cost” of adding/modifying information to the ledger. To the extent that the cost of maliciously changing entries is uneconomical, this makes a ledger secure and deters malicious intent and contributions. Typical examples of this method are Proof of Work (POW) and Proof of Stake (POS)…read more

    TB-Sunridge-logo-stacked_300px_rgb
    June 3, 2019 | TB Sunridge Advisors
  • Ever since globalization accelerated after the second world war, global financial institutions have had an ever-increasing need to transfer monetary instruments and currencies cross borders as seamlessly as possible. The first truly global payment system was set up almost fifty years ago by 239 banks in fifteen countries that established a common standard for messaging between banks, called SWIFT (Society for Worldwide Interbank Financial Telecommunication). This system of communication is still the de facto leader in international financial transactions, with an average of over 34 million messages per day in 2018 covering 11,000 financial institutions and transferring approximately $5 trillion per day…read more

    May 21, 2019 | TB Sunridge Advisors
  • Virtually every aspect of our lives has become digitized. Thanks to the internet, access to everyday things — like books, music, newspapers, and more — are readily available at our fingertips. In the COVID-19 era especially, we have become more reliant on the internet to accomplish work and stay connected…read more

    Digital Era
    August 25, 2020 | TB Sunridge Advisors

What are the possible benefits of using #digitalassets? This is a question we frequently receive from #RIAs, who are considering diversifying their clients’ portfolios with them. John Gray lists some of the potential rewards: https://bit.ly/3dwgY4k

@johnpgrayjr

As #digitalpayment methods become more popular, #investors are starting to understand the appeal for using them. COO John Gray explains the reasonings for this shift in his latest article: https://bit.ly/3dwgY4k

#Investing #FinancialServices #Cryptocurrency

@johnpgrayjr

$6 Trillion:

* USD M2 money supply in 2004
* GDP of the US in 1990
* Down payment to buy all the real estate in the US
* Enough to buy 68.9% of all the gold in the world at spot
* 1.6 years of tax revenue for the US

Seriously, why are we paying taxes again?

#Bitcoin fixes this

Let's meet in person at WCC and discuss the latest innovations in Digital Assets. Message us at info@tbsunridge.com
@WorldCryptoCon #wcc19 #digitalassets

TB Sunridge Ranked #6 of the Top 30 Institutions Ranked by Mention of Cryptocurrency in Form ADV. Full article at -
https://blockfi.com/blockfi-news/institutional-bitcoin/
@TheRealBlockFi
#RIA, #cryptocurrency, #blockchain, #tbsunridge, #investmentadvisor, #bitcoin, #blockfi

"The world that Satoshi Nakamoto envisioned and others are building is an unstoppable force. We should not attempt to deter this innovation”

Quote from US Congressman @PatrickMcHenry

Time for mainstream investors to consider allocating some of their portfolio to Bitcoin.

Is it time to freshen up your financial portfolio? Let's discuss adding a bit of flavor with Digital Assets. TB Sunridge Advisors is a Texas-based registered Investment Advisor, with state registration approval to manage client investment in Digital Assets.
#bitcoin #investment

Bitcoin gains 193% YTD. The most substantial Digital Asset by marketcap; a portfolio allocation to BTC can be potentially rewarding even for institutional investors.