Managers/Private credit/New Mexico/Sun Mountain Capital Advisors

Sun Mountain Capital Advisors

Sun Mountain Capital Advisors is a private credit, private equity and venture manager in Santa Fe, NM. It is registered with the SEC as an investment adviser with $378.7M in regulatory assets and 7 staff. It has 3 funds on file, the latest reported in November 2025.

Funds on file
3
Raised, all funds
$73.3M
Regulatory assets
$378.7M
Staff
7
Pension investors
None found
See the adviser's own filing →

Latest fund filing

Funds

DateFundTypeRaisedTarget
Nov 2025 Panamerican VC Investments, LP Venture $50M Not given
Aug 2023 Sun Mountain Private Credit Fund II, LP Private credit $0 Not given
Sep 2022 SUN MOUNTAIN PRIVATE CREDIT FUND I, L.P. Private credit $23.3M $23.3M

Adviser record

RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$378.7M
Employees7
Clients9 private funds.
Control personsBrian, Peter Birk, Lee, Michael Rand.
Private funds11 private funds holding $599M in gross assets.

Private funds it reports

FundTypeGross assets
Nmsic Co-investment Fund Venture $172.3M
Mexico Ventures II Fund of Funds Private equity $153.2M
Mexico Ventures I Private equity $57.3M
Mexico Ventures Iii Private equity $56M
New Mexico Recovery Fund Other $38.1M
Mexico Ventures II Direct Fund Venture $36.9M
Badger Fund of Funds I Private equity $30.2M
Sun Mountain Private Credit Fund I Other $20.3M
New Mexico Catalyst Fund Private equity $20M
Mexico Ventures I Annex Fund Venture $7.5M
Sun Mountain Private Credit Fund II Other $7.1M