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Mountlake Terrace, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-03-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blue Ridge Investments Llc | Seattle | WA | 09/2021 | Present |
| Tellus You Care | Seattle | WA | 09/2019 | 09/2021 |
| Mckinsey And Company | Seattle | WA | 09/2017 | 09/2019 |
| University Of Pennsylvania- The Wharton School | Philadelphia | PA | 09/2016 | 05/2017 |
| Oorja Solutions | Uttar-Pradesh | 06/2017 | 08/2017 | |
| Oorja Solutions | Ille-De France | 06/2017 | 08/2017 | |
| Sunset Hill Capital Llc | Sheridan | WY | 05/2021 | Present |
| Sunset Hill Llc | Seattle | WA | 11/2021 | Present |
Sunset Hill LLC: Ms. Sumiko Taku is a full owner of Sunset Hill LLC. Through Sunset Hill LLC, Sumiko works as an insurance agent, conducts business consulting engagements for corporations, and plans to participate as the general partner of real estate operating companies and sponsor pooled investment vehicles. This work requires Ms. Taku to interview the customers of companies the private equity fund is interested in investing in, and in doing so assist private equity funds with their required due diligence. She spends about 20-40 hours a month at this company. Sunset Hill, LLC may, in future, enter into syndicate real estate and alternative investment deals as a general partner, around commercial real estate projects. Sunset Hill currently does not offer any such deals at the moment. Sunset Hill LLC is a 100% shareholder of Blue Ridge Investments LLC as a holding company. Sunset Hill Capital LLC : Ms. Sumiko Taku is the Managing Director of Sunset Hill Capital. Sunset Hill Capital LLC is a holding company for all residential properties owned by Ms. Taku. Ms. Taku doesn't actively participate in this company. Specialty Real Estate Group: Ms. Sumiko has a real estate brokers license. This activity is not investment-related and operates from the same location. Approximately 1 to 5 hours a month are devoted to this activity, which can be during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-18 |
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