Modern Brokerage Solutions
Serving hedge funds, family offices and investment advisors with multi-custodian clearing, cloud-based, 21st century brokerage solutions
The Sunshine Prime Advantage
Sunshine Prime, a division of Egret Securities, is an introducing broker providing institutional-quality tools and exceptional client service to a select group of discerning clients.
Our comprehensive support allows you to focus on what matters most—executing your investment strategies and optimizing performance. Acting as an extension of your team, we simplify operational complexity, enhance efficiency, and deliver the responsive partnership you can rely on.
Seamless Trade Execution
Support for DMA and high-touch execution across equities, options, and fixed income in developed and emerging markets.
Multi-Custodian Clearing
Multi-custodian clearing solutions to deliver an optimal set of global custody, financing and securities processing capabilities – with single point-of-contact service and counterparty diversification.
Tailored Client Service
White-glove support covering every detail of the client experience—delivered with a focus on accountability, risk, compliance and service excellence.
Our Platform Capabilities
Our brokerage services are designed to empower clients with the tools, infrastructure, and personalized support they need to operate at peak performance. We tailor each solution to fit the unique strategies and operational requirements of every client, ensuring that our services remain fully aligned with their goals.
All prime brokerage services are provided as introduced prime brokerage relationships through our clearing partners.
Trading
Full range of approaches: Electronic, High-Touch and Outsourced Solutions
We provide electronic, outsourced and high-touch trading solutions for equities, options, fixed income and developed and emerging markets. We also provide warrant and convertible note processing services.
Sunshine Prime integrates with front-end trading platforms such as TRAFiX EMS and Bloomberg EMSX and offers connectivity to any FIX-compliant system
We utilize liquidity partners including Clearpool, DASH, GTS and others, offering a full suite of equity and option algorithms to service a wide range of execution strategies and extended market hours.
We can clear executions with your other brokers with our prime brokerage solution.
- Direct access to trading desk via phone, Bloomberg and email
- Responsiveness that reflects our boutique model and client-first mindset
- Deep knowledge and experience across asset classes
Online trading platforms involve risks, including system outages, transmission delays, cybersecurity threats, and other technology-related disruptions that may prevent order entry, execution, or cancellation. During periods of market volatility or limited liquidity, orders may be executed at prices different from those displayed, or may not be executed at all. Market data and other information provided through the platform may be delayed or inaccurate. Clients are responsible for safeguarding their login credentials and monitoring account activity. All investments involve risk, including the possible loss of principal. Access to electronic trading does not reduce the risks associated with investing.
Stock Loan
Modern, scalable locate request capabilities
Our stock loan locate system enables you to make requests via email and messaging tools to access stock loan supply across multiple custodians.
Our automated stock loan platform delivers the efficiency and scale institutional clients demand. Designed for seamless integration, it enables direct, real-time access to locate and borrow opportunities. We also make this service available through an API interface.
We also offer Fully Paid Lending opportunities through our clearing firms.
Client Service
Personalized and responsive
We provide white-glove client service, backed by best-in-class clearing and technology infrastructure.
Our client service team understands that consistency and accountability define institutional partnerships. With decades of experience across volatile and transformative market cycles, we provide the seasoned judgment, disciplined execution, and proactive responsiveness clients expect.
In an environment shaped by continual change, we serve as steadfast advocates for our clients. Through a thoughtful and disciplined process—grounded in active listening, strategic insight, and decisive execution—we deliver durable outcomes and lasting institutional relationships.
- Direct access to senior professionals who understand your strategy and structure
- Fast response times with a boutique service model—no call centers or ticket systems
- White-glove onboarding and continuous personalized support throughout the client lifecycle
Reporting
Advanced data solutions leveraging leading data analytics and business intelligence tools
Sunshine Prime offers full data integration across clearing and trading systems, as well as the Snowflake Marketplace.
Our seamless connectivity ensures real-time access to operational and third-party data within a unified infrastructure.
Our modern cloud data analytics solution integrates trade, position, and operational data into a single platform. Automated business intelligence tools are configured to meet the requirements of portfolio managers, operations teams, and fund administrators, simplifying data management and regulatory reporting.
Data delivery solutions to accommodate your service providers’ needs, including SFTP files, Snowflake data pipes, online access and email.
- Performance Reporting by Clearwater Analytics
- Attribute returns across multi-asset portfolios using factor-based, and market-proven methodologies — with full transparency and auditability.
- Customizable reporting tailored to your strategy, structure and needs
- Natural language data query tools
- Dedicated support for reporting and data requests
- Cloud-based platform for secure, real-time access to reports from anywhere
Cloud Infrastructure
Highly redundant and secure
We operate our infrastructure and systems on Amazon Web Services (AWS), the world’s leading cloud platform.
Designed for resilience and performance, this architecture provides the reliability, scalability, and security required to support distributed operations across regions.
- Systems stay fully operational and accessible, no matter the location
- Easily adapts to growing needs without restraints
Clearing Capabilities
Multi-custodian solutions
We partner with multiple leading clearing firms to deliver a comprehensive range of global custody, financing, and securities processing solutions.
By leveraging a multi-custodian model, we provide our clients with greater flexibility, diversified counterparty exposure, and broader access to global markets and counterparties.
Our integrated approach ensures streamlined operations, resilient infrastructure, and the freedom to tailor custodial relationships to each client’s trading strategy and operational requirements. Whether you’re managing a diversified multi-asset fund or launching a new strategy, our solutions are built to scale with you.
Clearing Partners
Fidelity Investments
Fidelity Investments® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.
Velocity Clearing
Velocity offers robust clearing and execution services that can scale to support any client, regardless of size or location. Velocity Clearing, LLC is registered with the SEC and a member of FINRA and SIPC.
We seamlessly integrate each custodial relationship into a single point of access for locate requests, trading, client service, and consolidated reporting—enhancing efficiency while optimizing product access and diversifying counterparty exposure.
Fidelity Investments® is an independent company, unaffiliated with Egret Securities LLC. Fidelity Investments is a service provider to Egret Securities LLC. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Egret Securities LLC and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered trademark of FMR LLC. Fidelity Investments provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. [Compliance tracking number 1269379.1.0]
Who We Serve
1
Hedge Funds
We specialize in supporting hedge funds that are often not optimally served by larger prime brokers—or that seek a more engaged alternative to low-cost, low-touch platforms.
2
Family Offices
We understand the distinct needs of individuals and families managing complex wealth portfolios across diverse account types and asset classes.
3
Investment Advisors
We understand the client service requirements of investment advisors seeking reliable, flexible, and comprehensive prime brokerage services.
Modern Infrastructure.
Personalized Service.
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