Sun Mountain Capital Advisors, LLC
Sun Mountain Capital Advisors, LLC is an SEC-registered asset manager in Santa Fe, NM with $378.7M assets under management (AUM, regulatory AUM), -21% over one year. See who owns Sun Mountain Capital Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 151477, SEC 801-72312, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $378.7M (2026-03-25)
- Firm type
- Asset Manager
- Location
- Santa Fe, NM
- Employees
- 7
- Clients
- 9
- CRD
- 151477
- Ownership
- BIRK, BRIAN, PETER; RAND, LEE, MICHAEL; SHAW, LESLIE, RAE; MARKMAN, EDWARD, SAMUEL; Soehnel, Reed, Handy
How much AUM does Sun Mountain Capital Advisors, LLC have?
Sun Mountain Capital Advisors, LLC reported $378.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Sun Mountain Capital Advisors, LLC?
Disclosed owners and executives of Sun Mountain Capital Advisors, LLC include BIRK, BRIAN, PETER, RAND, LEE, MICHAEL, SHAW, LESLIE, RAE, MARKMAN, EDWARD, SAMUEL, Soehnel, Reed, Handy. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.