Sun Mountain Capital Advisors, LLC
● SEC registered since 2011CRD 151477SEC# 801-72312Santa Fe, NM
Ranks #4,274 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$378.7M
Fund GAV
$378.7M
Private funds
9
Employees
7
Accounts
9
Location
Santa Fe, NM
Sun Mountain Capital Advisors, LLC assets under management
Sun Mountain Capital Advisors, LLC is an investment advisory firm registered with the SEC based in Santa Fe, NM. The firm has been registered since 2011. It reports $378.7 million in regulatory assets under management and employs 7 people. Sun Mountain Capital Advisors, LLC manages 9 private funds with combined gross assets of $378.7 million, including Mexico Ventures II Fund of Funds, LP. By regulatory assets, it ranks 4,274 of 6,004 private fund managers.
Sun Mountain Capital Advisors, LLC private funds
9 funds · $378.7M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Mexico Ventures II Fund of Funds, LP | Private Equity | $147.8M | $500K |
| Nmsic Co-Investment Fund LP | Venture Capital | $72.1M | — |
| Panamerican Vc Investments, LP | Private Equity | $53.8M | $500K |
See all 9 funds — unlock the full record.
Join to unlock · $37/moSun Mountain Capital Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Peter Birk Control | Managing Member | Over 75% | 2006 |
| Reed Handy Soehnel | Chief Compliance Officer | Under 5% | 2022 |
Frequently asked questions
How much does Sun Mountain Capital Advisors, LLC manage?
Sun Mountain Capital Advisors, LLC reports $378.7 million in regulatory assets under management on its Form ADV.
How many private funds does Sun Mountain Capital Advisors, LLC manage?
Sun Mountain Capital Advisors, LLC manages 9 private funds with combined gross assets of $378.7 million.
How many employees does Sun Mountain Capital Advisors, LLC have?
Sun Mountain Capital Advisors, LLC reports 7 employees.
Where is Sun Mountain Capital Advisors, LLC located?
Sun Mountain Capital Advisors, LLC is based in Santa Fe, NM and has been SEC-registered since 2011.
Does Sun Mountain Capital Advisors, LLC disclose fund performance?
Sun Mountain Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$378.7M▼ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
AUM vs fund managersTop 71%
Larger than 29% of 6,004 private-fund managers
Number of fundsTop 27%
More funds than 73% of fund managers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$378.7Mregulatory AUM
Discretionary $378.7M
Fund type mix
Private Equity4
Venture Capital3
Other Private2
Service providers
Auditor
Prime broker
Custodian
Administrator