| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Mexico Ventures II Fund of Funds, LP | Private Equity | $151M | $500K |
| Nmsic Co-Investment Fund LP | Venture Capital | $128.8M | — |
| Panamerican Vc Investments, LP | Private Equity | $54M | $500K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Peter Birk Control | Managing Member | 25-50% | 2006 |
| Lee Michael Rand Control | Member | 25-50% | 2009 |
| Reed Handy Soehnel | Chief Compliance Officer | Under 5% | 2022 |
Sun Mountain Capital Advisors, LLC reports $479 million in regulatory assets under management on its Form ADV.
Sun Mountain Capital Advisors, LLC manages 10 private funds with combined gross assets of $479 million.
Sun Mountain Capital Advisors, LLC reports 8 employees.
Sun Mountain Capital Advisors, LLC is based in Santa Fe, NM and has been SEC-registered since 2011.
Sun Mountain Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 527 Don Gaspar Avenue, Santa Fe, NM 87505 |
| Phone | 505-780-4218 |
| Fax | 505-780-4219 |
| Office hours | 8 a.m.- 5 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
| Discretionary | $479M |
| Non-discretionary | $0 |
| Total (RAUM) | $479M |