SUN MOUNTAIN PARTNERS, LLC

SUN MOUNTAIN PARTNERS, LLC is an SEC-registered investment adviser (CRD 290560). Regulatory assets under management: $187.2M.

Registration

• CRD: 290560
• SEC file number: 801-136947
• Type: Registered investment adviser
• Phone: 914-806-6072
• Latest filing: 2026-07-09
• Regulatory AUM: $187.2M
• Discretionary AUM: $187.2M
• Clients: 1
• Accounts: 15

Business model

Compensation: % of AUM, Performance.

Clients served: Investment cos.

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 290560 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search