SUN MOUNTAIN CAPITAL ADVISORS, LLC other names

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Adviser Profile

As of Date:

06/18/2024

Adviser Type:

- Large advisory firm

Number of Employees:

9

of those in investment advisory functions:

7

Registration:

SEC, Approved, 5/25/2011

AUM:

599,019,302 -16.91%

of that, discretionary:

599,019,302 -16.91%

Private Fund GAV:

599,019,302 -16.91%

Avg Account Size:

54,456,300 -24.47%

SMA’s:

NO

Private Funds:

11 1

Contact Info

505 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
739M 633M 528M 422M 317M 211M 106M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Mountain China Resorts (Holding) Ltd SZ4A
04/01/2021

There is no one analyst in which a Quantitative Star Rating and Fair Value Estimate is attributed to; however, Mr. Lee Davidson, Head of Quantitative Research for Morningstar, Inc., is responsible ...

Morningstar

Cool golf accessories for Spring 2021
03/23/2021

With the COVID-19 pandemic still affecting everyone in the United States and around the world, we knew it would be a long, tough winter. Was it ever! Snow blanketed much of the Northeast and the ...

Yahoo Finance

Search Results
03/23/2021

The Badger Fund of Funds announced the firm held the first close of its Milwaukee-based venture fund — the Gateway Capital Fund — after raising more than $6 million in capital from investors.…

bizjournals.com

Global Golf Staff Bag Market 2020 Comprehensive Research Methodology, Regional Study and Business Operation Data Analysis by 2025
03/10/2021

The major players covered in the market report are: TaylorMade, Honma, Sun Mountain, Callaway, Jones Sports Company, Acushnet Holdings, Dynamic Brands, Ping, Sumitomo Rubber Industries_SRIXON ...

Market Watch

Global Golf Stand Bag Market 2020 Trending Technologies, Development Plans, Future Growth and Geographical Regions to 2025
03/10/2021

The report highlights vital supreme players in the worldwide Golf Stand Bag market including: TaylorMade, Honma, Sun Mountain, Callaway, Jones Sports Company, Acushnet Holdings, Dynamic Brands ...

Market Watch

Randolph Feusner
02/27/2021

Pension plan administrators often need help from a financial advisor to create an effective investment strategy, choose brokers and money managers, pick mutual funds for participants and track the ...

money.usnews.com


Private Funds Structure

Fund Type Count GAV
Private Equity Fund 5 $316,859,392
Venture Capital Fund 3 $216,673,018
Other Private Fund 3 $65,486,892

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Private Funds



Employees




Brochure Summary

Overview

Sun Mountain Capital Advisors, L.L.C. and its related advisors (collectively “SMCA”), based in Santa Fe, New Mexico, are venture capital, private credit, private equity, and debt financing advisers that provide private fund investment advisory services through the management of pooled investment vehicles (referred to herein as “Funds” or “Clients”). SMCA was founded in 2007 by a team of three senior investment professionals with over 80 years of combined private equity experience. We currently have nine employees. At SMCA, we have Funds that make investments primarily in the U.S. and Mexico via direct venture capital, private credit, or debt financing investments, or into other venture capital funds via a fund-of-funds model. All Funds are structured as either U.S. or Canadian limited partnerships. SMCA provides management services,
including the evaluation, structuring, and negotiation of potential investments, management consulting of the Funds’ portfolio companies (each a “Portfolio Company”) following an investment, and analyses and management of the timing of investment realizations. We have discretion to invest in a range of investment instruments consistent with the respective programs of each Fund. The terms by which SMCA provides investment advice to the Funds are described in each Fund’s governing documents, which may include a confidential offering memorandum, an investment management agreement, and a limited partnership agreement, among others. Investment advice is provided directly to each Fund and not individually to the limited partners or investors in the Funds. As of December 31, 2023, SMCA’s discretionary assets under management was $599,019,302.