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Current Employers
Blue Ridge Investments Llc

Mountlake Terrace, WA • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2023-03-07
  • WA RA
    APPROVED
    Since 2023-03-07

Branch Locations

Mountlake Terrace, WA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 09/2021 → Present
    Seattle, WA
  • 09/2019 → 09/2021
    Tellus You Care
    Seattle, WA
  • 09/2017 → 09/2019
    Mckinsey And Company
    Seattle, WA
  • 09/2016 → 05/2017
    University Of Pennsylvania- The Wharton School
    Philadelphia, PA
  • 06/2017 → 08/2017
    Oorja Solutions
    Uttar-Pradesh
  • 06/2017 → 08/2017
    Oorja Solutions
    Ille-De France
  • 05/2021 → Present
    Sunset Hill Capital Llc
    Sheridan, WY
  • 11/2021 → Present
    Sunset Hill Llc
    Seattle, WA
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-18
  • S65 Uniform Investment Adviser Law Examination
    2021-10-18

View on SEC IAPD

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