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| Sun Mountain Partners LLC
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| CRD # | 290560 |
| SEC # | 801-136947 |
| CIK # | |
| AUM | 187.2 M (2026-06-30) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 914-806-6072 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Sun Mountain Investors LP - Series XII | [2026-04-02] | 60.7 M | 11.6 M |
| Filed 2025-08-08 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Sun Mountain Investors LP - Series XIII | [2026-04-02] | 60.7 M | 6.3 M |
| Filed 2025-08-08 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Sun Mountain Investors LP - Series XIV | [2026-04-02] | 60.7 M | 9.4 M |
| Filed 2025-08-08 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Sun Mountain Investors LP - Series Xi | [2026-03-31] | 60.7 M | 7.2 M |
| Filed 2025-08-08 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Sun Mountain Investors LP - Series X | [2025-03-12] | 60.7 M | 7.5 M |
| Filed 2025-08-08 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Sun Mountain Investors LP - Series IX | [2024-03-21] | 60.7 M | 7.1 M |
| Filed 2025-08-08 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Sun Mountain Investors LP - Series VI | [2023-03-30] | 60.7 M | 7.3 M |
| Filed 2025-08-08 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Sun Mountain Investors LP - Series VII | [2023-03-30] | 60.7 M | 12.6 M |
| Filed 2025-08-08 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Sun Mountain Investors LP - Series VIII | [2023-03-30] | 60.7 M | 9.7 M |
| Filed 2025-08-08 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Sun Mountain Investors LP - Series IV | [2022-03-09] | 60.7 M | 2.7 M |
| Filed 2025-08-08 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($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 | 15 | 187.2 |
| (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 | 15 | 187.2 |
| By Discretionary | ||
| Discretionary | 15 | 187.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 15 | 187.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 187.2 | |
| Total | 15 | 187.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Sun Mountain Partners LLC | Executive Officer | 2 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Hedge Fund |
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