Sun Mountain Capital Advisors LLC

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Sun Mountain Capital Advisors LLC ✚
CRD #	151477
SEC #	801-72312
CIK #
AUM	378.7 M (2026-03-25)
Employees	7 (71% Investors, 0% Brokers)
Fees
Minimum
Phone	505-780-4218
Address	527 Don Gaspar Avenue Santa Fe, NM 87505
Source	[IAPD] [Website] [LinkedIn]

Total AUM ($M) Copy

Type	Form D Funds	Date	Sold	AUM
Other	Sun Mountain Private Credit Fund II LP	[2024-03-28]		7.1 M
	Filed 2023-08-17 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
PE	Panamerican VC Investments LP	[2023-03-23]	50.0 M	53.8 M
	Filed 2025-11-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
Other	New Mexico Recovery Fund LP	[2021-03-22]	100.0 M	17.0 M
	Offered $100,000,000 · Filed 2020-04-30 (D) · Exemption 506(b), 3(c), 3(c)(1) · Duration One year or less · Revenue Decline to Disclose
Other	Sun Mountain Private Credit Fund I LP	[2019-03-21]	23.3 M	7.2 M
	Offered $23,300,000 · Filed 2022-09-09 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $25,000 · Duration More than one year · Net Assets Decline to Disclose
PE	Mexico Ventures Mezzanine I Fund of Funds LP	2018-03-27
PE	New Mexico Catalyst Fund LP	2017-03-30		15.5 M
PE	Badger Fund of Funds I LP	[2016-03-29]	25.5 M	30.2 M
	Offered $50,000,000 · Filed 2015-06-19 (D) · Exemption 506(b) · Minimum $250,000 · Remaining $24,500,000 · Duration One year or less · Net Assets Decline to Disclose
VC	Mexico Ventures II Direct Fund LP	2016-03-29		18.5 M
PE	Mexico Ventures II Fund of Funds LP	2016-03-29		147.8 M
VC	Irrevocable Private Capital Investment Trust Agreement Number 745298	2015-03-27		5.4 M
View All

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	0	0.0
(b) Individuals (high net worth individuals)	0	0.0
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	9	378.7
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	0	0.0
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	0.0
(n) Other	0	0.0
Total	9	378.7
By Discretionary
Discretionary	9	378.7
Non-Discretionary	0	0.0
Total	9	378.7
By Non-United States Persons
Non-United States Persons		266.9
United States Persons		111.8
Total	9	378.7

Form D Directors	Role	# Filings	# Firms
Kevin Barber	Executive Officer	10	3
Brian Birk	Executive Officer, Promoter	59	2
Sally Corning	Executive Officer, Promoter	24	2
Lee Rand	Executive Officer	19	2
Ken Johnson	Promoter	15	2
Carlos Sanchez	Executive Officer	6	2
Felipe Vila	Executive Officer	2	2
Hal Hayden	Executive Officer	2	1
Reed Soehnel	Executive Officer	1	1
Sun Mountain Private Credit Investors LLC	Executive Officer	1	1
View All

Comparable Firms	State	AUM
Volt Investment Holdings LLC ✚	NY	383.5 M
Sonoma Brands Partners II LLC ✚	CA	382.0 M
Triton Pacific Healthcare Partners LLC ✚	CA	379.6 M
Rainier Capital Partners LP ✚	WA	379.5 M
Camber Partners Management LLC ✚	NY	378.8 M
Prospect Partners Advisors LLC ✚	IL	378.4 M
Century Equity Partners LLC ✚	MA	378.3 M
Pritzker Alternative Strategies LP ✚	IL	378.3 M
Daiwa Capital Management Silicon Valley Inc ✚	CA	376.4 M
Westward Management Company II LLC ✚	WA	374.0 M

Assets, Funds, Holdings