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| Sun Mountain Capital Advisors LLC
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|---|---|
| CRD # | 151477 |
| SEC # | 801-72312 |
| CIK # | |
| AUM | $378.7 M (2026-03-25) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 505-780-4218 |
| Address | 527 Don Gaspar Avenue Santa Fe, NM 87505 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Sun Mountain Private Credit Fund II LP | [2024-03-28] | 0.0 | 7.1 |
| PE | Panamerican VC Investments LP | [2023-03-23] | 50.0 | 53.8 |
| Other | New Mexico Recovery Fund LP | [2021-03-22] | 100.0 | 17.0 |
| Other | Sun Mountain Private Credit Fund I LP | [2019-03-21] | 23.3 | 7.2 |
| PE | Mexico Ventures Mezzanine I Fund of Funds LP | 2018-03-27 | 0.0 | |
| PE | New Mexico Catalyst Fund LP | 2017-03-30 | 15.5 | |
| PE | Badger Fund of Funds I LP | [2016-03-29] | 25.5 | 30.2 |
| VC | Mexico Ventures II Direct Fund LP | 2016-03-29 | 18.5 | |
| PE | Mexico Ventures II Fund of Funds LP | 2016-03-29 | 147.8 | |
| VC | Irrevocable Private Capital Investment Trust Agreement Number 745298 | 2015-03-27 | 5.4 | |
| 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 | 2011 - 2026 |
|---|---|---|---|---|
| Kevin Barber | 10 | 3 | ||
| Brian Birk | 59 | 2 | ||
| Sally Corning | 24 | 2 | ||
| Lee Rand | 19 | 2 | ||
| Ken Johnson | 15 | 2 | ||
| Carlos Sanchez | 6 | 2 | ||
| Felipe Vila | 2 | 2 | ||
| Hal Hayden | 2 | 1 | ||
| Sun Mountain Kegonsa LLC | 1 | 1 | ||
| A Delaware Limited Liability Company Panamerican Vc Strategies GP LLC | 1 | 1 | ||
| View All | ||||
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