SEC Form ADV

SUN MOUNTAIN CAPITAL ADVISORS, LLC

Firm profile: Sun Mountain Capital — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserNMVenture CapitalPrivate Equity
$378.7M
Assets Under Management
9
Total Clients
7
Employees
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Registration Details

Accession
CRD-151477
Location
SANTA FE, NM
Filing Date
March 25, 2026
AUM
$378.7M
Total Clients
9
Institutional Clients
9
Employees
7
Amendment
No

Client Types

Pooled Investment Vehicles

Investment Strategies

Venture CapitalPrivate Equity

Private Funds

9 private funds reported on Form ADV Schedule D 7.B.1, $378.7M in combined gross assets.

  • 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

About this Adviser

SUN MOUNTAIN CAPITAL ADVISORS, LLC is a registered investment adviser headquartered in SANTA FE, NM, managing approximately $378.7M in assets across 9 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.