SUN MOUNTAIN CAPITAL ADVISORS, LLC of SANTA FE, NM is an SEC-registered investment adviser (CRD 151477). Regulatory assets under management: $378.7M.
Compensation: % of AUM, Performance.
Clients served: Charities, Investment cos.
| 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 Equity Fund: 4 · Venture Capital Fund: 3 · Other Private Fund: 2
| Fund | Type | Formed | Owners | Gross asset value | 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 |
| 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 |