Sun Mountain Capital Advisors

Private Equity SEC-registered adviser

Legal name: Sun Mountain Capital Advisors, LLC

Santa Fe, NM Website LinkedIn

AUM

$378.7M
Regulatory AUM

Private funds

9
Private Equity 4 · Venture Capital 3 · Other 2

Private fund assets

$378.7M
Gross asset value

Employees

7

Last Form D raise

Nov 2025
Most recent fund filing

From SEC Form ADV filing (filed Mar 25, 2026). View on SEC

People(1)

Owners and executive officers named on the firm's SEC Form ADV.

Funds(9)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Panamerican VC Investments, LPPrivate Equity$53.8M$50.0M1Nov 2025Warm
Sun Mountain Private Credit Fund I, LPOther$7.2M$23.3M56Sep 2022Cold
New Mexico Recovery Fund, L.P.Other$17.0M$100.0M1Apr 2020Cold
Mexico Ventures II Fund of Funds, LPPrivate Equity$147.8M———
Nmsic Co-Investment Fund LPVenture Capital$72.1M———
Mexico Ventures I, L.P.Private Equity$40.4M———
Mexico Ventures II Direct Fund, LPVenture Capital$18.5M———
New Mexico Catalyst Fund, LPPrivate Equity$15.5M———
Mexico Ventures I Annex Fund, L.P.Venture Capital$6.3M———

Board seats(4)

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

Green Theme Technologies
Other TechnologyRio Rancho, NMDirector: Brian Birk
$22.7M raised
Since Dec 2021
SEC Form D
Avisa Pharma
Other Health CareSanta Fe, NMDirector: Brian Birk
$10.5M raised
Since Jan 2018
SEC Form D
AgilVax
BiotechnologyAlbuquerque, NMDirector: Brian Birk
$4.2M raised
Since May 2018
SEC Form D
Growstone
ManufacturingSanta Fe, NMDirector: Brian Birk
$8.6M raised
Since Feb 2016
SEC Form D

Shares boards with

Firms whose people sit on the same company boards.

Regulatory identifiers

CRD number
151477
SEC file number
801-72312

Sources