Allocator Index · CRD 151477

SUN MOUNTAIN CAPITAL ADVISORS, LLC

Santa Fe, NM · 505-780-4218 · sunmountaincapital.com

SEC IAPD record ↗

Fit score

52

  • aum $250M-$3.0B+22
  • any_private_fund+22
  • employees 3-60+8

HNW clients

Other individuals

HNW assets

Total AUM

$378.7M

Employees

7

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

FundTypeGross asset value
MEXICO VENTURES II FUND OF FUNDS, LPPrivate Equity Fund$147.8M
NMSIC CO-INVESTMENT FUND LPVenture Capital Fund$72.1M
PANAMERICAN VC INVESTMENTS, LPPrivate Equity Fund$53.8M
MEXICO VENTURES I, L.P.Private Equity Fund$40.4M
MEXICO VENTURES II DIRECT FUND, LPVenture Capital Fund$18.5M
NEW MEXICO RECOVERY FUND, L.P.Other Private Fund$17.0M
NEW MEXICO CATALYST FUND, LPPrivate Equity Fund$15.5M
SUN MOUNTAIN PRIVATE CREDIT FUND I, LPOther Private Fund$7.2M
MEXICO VENTURES I ANNEX FUND, L.P.Venture Capital Fund$6.3M