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SUN MOUNTAIN CAPITAL ADVISORS, LLC
CRD 151477 · SEC 801-72312
527 DON GASPAR AVENUE, SANTA FE, NM, 87505, United States
Phone
505-780-4218
Fax
505-780-4219
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$378.7M
Discretionary AUM
$378.7M
Team
7 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 9 | $378.7M |
States served
NM, WA
All web addresses on file
Official SEC filing: View on IAPD