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Molly Elise Lynn

Sunbeam Capital Management, LLC

Salt Lake City, UT

Atlanta, GA

CRD 5204335

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Employer firm

Sunbeam Capital Management, LLC CRD 289723

$410M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Sunbeam Capital Management, Llc

Atlanta, GA • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-05-04
  • UT RA
    APPROVED
    Since 2026-05-04

Branch Locations

Salt Lake City, UT • United States

Atlanta, GA • 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
Credit Suisse Securities (Usa) Llc Chicago IL 07/2006 09/2019
Cross Creek Salt Lake City UT 09/2019 01/2021
Addepar, Inc. Salt Lake City UT 01/2021 12/2025
Sunbeam Capital Management, Llc Salt Lake City UT 01/2026 Present
  • 07/2006 → 09/2019
    Credit Suisse Securities (Usa) Llc
    Chicago, IL
  • 09/2019 → 01/2021
    Cross Creek
    Salt Lake City, UT
  • 01/2021 → 12/2025
    Addepar, Inc.
    Salt Lake City, UT
  • 01/2026 → Present
    Sunbeam Capital Management, Llc
    Salt Lake City, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-30
S63 Uniform Securities Agent State Law Examination 2006-12-29
  • S65 Uniform Investment Adviser Law Examination
    2026-04-30
  • S63 Uniform Securities Agent State Law Examination
    2006-12-29

View on SEC IAPD

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