# SUN MOUNTAIN CAPITAL ADVISORS, LLC

SUN MOUNTAIN CAPITAL ADVISORS, LLC of SANTA FE, NM is an SEC-registered investment adviser.

## Registration

- CRD: 151477
- Type: SEC-registered investment adviser
- SEC file number: 801-72312
- Location: 527 DON GASPAR AVENUE, SANTA FE, NM, 87505
- Phone: 505-780-4218
- Latest filing: 2026-03-25
- Regulatory AUM: $378.7M
- Discretionary AUM: $378.7M
- Clients: 7
- Accounts: 9

## Business model

- Compensation: % of AUM, Performance
- Clients served: Charities, Investment cos

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Brian Peter Birk | MANAGING MEMBER | — |
| Reed Handy Soehnel | CHIEF COMPLIANCE OFFICER | — |
| Lee Michael Rand | MEMBER | — |
| SHAW LESLIE RAE | CHIEF COMPLIANCE OFFICER | — |
| BIRK BRIAN PETER | MANAGING MEMBER; MEMBER | — |
| RAND LEE MICHAEL | MEMBER | — |
| MARKMAN EDWARD SAMUEL | CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER | — |
| Soehnel Reed Handy | CHIEF COMPLIANCE OFFICER | — |


## Private funds (9)

Mix: Private Equity Fund 4 · Venture Capital Fund 3 · Other Private Fund 2

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| MEXICO VENTURES II FUND OF FUNDS, LP | Private Equity Fund | Canada | 6 | $147.8M | $500K |
| NMSIC CO-INVESTMENT FUND LP | Venture Capital Fund | Delaware | 1 | $72.1M | — |
| PANAMERICAN VC INVESTMENTS, LP | Private Equity Fund | Canada | 2 | $53.8M | $500K |
| MEXICO VENTURES I, L.P. | Private Equity Fund | Canada | 4 | $40.4M | $500K |
| MEXICO VENTURES II DIRECT FUND, LP | Venture Capital Fund | Canada | 6 | $18.5M | $500K |
| NEW MEXICO RECOVERY FUND, L.P. | Other Private Fund | Delaware | 2 | $17.0M | $10K |
| NEW MEXICO CATALYST FUND, LP | Private Equity Fund | Delaware | 5 | $15.5M | $500K |
| SUN MOUNTAIN PRIVATE CREDIT FUND I, LP | Other Private Fund | Delaware | 56 | $7.2M | $25K |
| MEXICO VENTURES I ANNEX FUND, L.P. | Venture Capital Fund | Canada | 4 | $6.3M | $500K |


## Branch offices (6)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| COL. NAPOLES | — | 1 | 310-533-7197 |
| — | — | 1 | 928-710-7701 |
| — | — | 1 | 206-852-6208 |
| — | — | 1 | 206-852-6208 |
| COL. NAPOLES | — | 1 | 310-533-7197 |
| — | — | 1 | 928-710-7701 |


## Fund service providers (1)

- administrator: ARCHWAY GROUP

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/151477/brochure
- Similar advisers: https://search.stillhousedata.com/firm/151477/similar
- Related entities: https://search.stillhousedata.com/firm/151477/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/151477

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.