SUN MOUNTAIN CAPITAL ADVISORS, LLC
Firm details
- Headquarters
- SANTA FE, New Mexico
- CRD number
- 151477
- Registered since
- May 25, 2011
- Website
- sunmountaincapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Sun Mountain Capital Advisors, LLC is an SEC-registered investment adviser operating as a limited liability company that focuses on managing pooled private market vehicles for institutional investors. The firm acts both as adviser and as an active sponsor/GP, running closed-end private funds and taking responsibility for portfolio construction and manager selection. Its business model combines portfolio management of pooled vehicles with the selection and oversight of third-party managers, and it charges a combination of percentage-of-AUM fees and performance-based fees that align compensation with fund outcomes. The firm’s activity is concentrated in private markets rather than public equities, and its product mix is weighted toward private equity and venture capital strategies.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Reed Soehnel
Chief Financial Officer & Chief Compliance Officer PartnerCRD 7551067
Contacts
3 of 3SALLY CORNING
PartnerCRD 1516418
BRIAN BIRK
Managing PartnerCRD 5857146
LEE RAND
PartnerCRD 5857152
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SANTA FE, NM
SANTA FE
Location
SANTA FE, NM
Headquartered in SANTA FE, NM, anchoring the Albuquerque-Santa Fe-Las Vegas, NM metro in the West.
- Metro area
- Albuquerque-Santa Fe-Las Vegas, NM
- Region
- West
- County
- SANTA FE
- Address
- 527 Don Gaspar Ave
- Time zone
- MT (UTC-7)
- Office locations
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