SUN MOUNTAIN CAPITAL ADVISORS, LLC

RIASEC RegisteredEst. 2011
Total AUM
$379M
Discretionary
$379M
100% of AUM
Avg account
$42.1M
Accounts
9
Employees
7
Advisory reps
4

Firm details

Headquarters
SANTA FE, New Mexico
CRD number
151477
Registered since
May 25, 2011
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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Reed Soehnel

    Chief Financial Officer & Chief Compliance Officer PartnerCRD 7551067

Contacts

3 of 3
  • SALLY CORNING

    PartnerCRD 1516418

  • BRIAN BIRK

    Managing PartnerCRD 5857146

  • LEE RAND

    PartnerCRD 5857152

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth