Who We Serve

Our Clients

We serve a broad range of clients through our ability to support both entity and non-entity account types. Our strengths include institutional-grade trading tools, high-touch execution, securities lending, and exceptional client service—all supported by the safety and stability of leading clearing firms.

At Sunshine Prime, every client relationship begins with understanding. We take the time to learn your goals, structure, and priorities, working closely with you to deliver personalized solutions and thoughtful guidance that evolve alongside your needs. Our approach is built on partnership, trust, and a shared commitment to long-term success.

All prime brokerage services are provided as introduced prime brokerage relationships through our clearing partners.

Hedge Funds

Established hedge funds requiring full institutional trading tools, stock loan, safety and stability of clearing firm and exceptional client service. Often have unique service or processing needs or are underappreciated by larger prime brokers.

Investment Advisors

Investment advisors that have a commingled investment fund to more efficiently and economically invest for advisory clients and achieve a higher incentive structure.

Family Offices

Persons or entities that can encompass a wide range of account types, for example, rollover IRA, trusts, foundations and personal accounts of the principal, family members and close associates. Requires full institutional trading tools, stock loan, safety and stability of clearing firm, separate accounts and exceptional client service.

“I’ve known the team at Sunshine Prime for many years and they go above and beyond every time. Their expertise, personalized service and innovative solutions significantly enhance our business efficiency.”

GAIL M., CLIENT AT A FAMILY OFFICE