Institutional
    SEC Registered

    Sun Mountain Capital Advisors, LLC

    Registered investment advisor · Santa Fe, New Mexico · CRD #151477

    Assets Under Management
    $379M
    Client Accounts
    9
    Employees
    7
    CRD Number
    151477
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Sun Mountain Capital Advisors, LLC

    Sun Mountain Capital invests in early-stage to expansion-stage companies through venture capital and private credit. Founded in 2006, it employs a hybrid approach with direct equity, private credit, and customized investment solutions. The firm has a small team of 2-10 employees.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Sun Mountain Capital Advisors, LLC

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    Frequently Asked Questions

    What is Sun Mountain Capital Advisors, LLC's AUM?

    Sun Mountain Capital Advisors, LLC reports approximately $379M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Sun Mountain Capital Advisors, LLC headquartered?

    Sun Mountain Capital Advisors, LLC is headquartered in Santa Fe, New Mexico.

    What is Sun Mountain Capital Advisors, LLC's CRD number?

    Sun Mountain Capital Advisors, LLC's CRD number is 151477. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Sun Mountain Capital Advisors, LLC manage?

    Sun Mountain Capital Advisors, LLC manages approximately 9 client accounts according to its latest SEC filing.

    Is Sun Mountain Capital Advisors, LLC SEC registered?

    Yes, Sun Mountain Capital Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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