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| Happy Holidays!! thanks for using AUM13F!! |
| Sun Mountain Capital Advisors LLC
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| CRD # | 151477 |
| SEC # | 801-72312 |
| CIK # | |
| AUM | $479.0 M (2025-03-26) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 505-780-4218 |
| Address | 527 Don Gaspar Avenue Santa Fe, NM 87505 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($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 | 54.0 |
| Other | New Mexico Recovery Fund LP | [2021-03-22] | 100.0 | 26.3 |
| Other | Sun Mountain Private Credit Fund I LP | [2019-03-21] | 23.3 | 16.4 |
| PE | Mexico Ventures Mezzanine I Fund of Funds LP | 2018-03-27 | 0.0 | |
| PE | New Mexico Catalyst Fund LP | 2017-03-30 | 19.2 | |
| PE | Badger Fund of Funds I LP | [2016-03-29] | 25.5 | 30.2 |
| VC | Mexico Ventures II Direct Fund LP | 2016-03-29 | 21.7 | |
| PE | Mexico Ventures II Fund of Funds LP | 2016-03-29 | 151.0 | |
| VC | Irrevocable Private Capital Investment Trust Agreement Number 745298 | 2015-03-27 | 5.4 | |
| VC | Mexico Ventures I Annex Fund LP | 2014-03-27 | 7.6 | |
| PE | Mexico Ventures I LP | 2012-03-21 | 46.8 | |
| VC | NMSIC Co-Investment Fund LP | 2012-03-21 | 128.8 |
| 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 | 10 | 479.0 |
| (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 | 10 | 479.0 |
| By Discretionary | ||
| Discretionary | 10 | 479.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 10 | 479.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 281.1 | |
| United States Persons | 197.9 | |
| Total | 10 | 479.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Kevin Barber | 10 | |||
| Brian Birk | 59 | |||
| Sally Corning | 24 | |||
| Lee Rand | 19 | |||
| Ken Johnson | 15 | |||
| Carlos Sanchez | 6 | |||
| Felipe Vila | 2 | |||
| Hal Hayden | 2 | |||
| Reed Soehnel | 1 | |||
| Sun Mountain Kegonsa LLC | 1 | |||
| View All | ||||
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