Investment adviser · CRD 151477
SUN MOUNTAIN CAPITAL ADVISORS, LLC
Investment adviser filing (IA)
SANTA FE, NM, United States · Form ADV filed Mar 25, 2026
- Regulatory AUM
- $379M Form ADV · Item 5.F
- Client accounts
- 9 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 9 | $378,687,028 | 100.0% |
Filing source
Form ADV 2071187 · Mar 25, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
13 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
MEXICO VENTURES II FUND OF FUNDS, LPPrivate Equity Fund · Last reported Mar 25, 2026$148MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
BDO USA, PC
PCAOB 243
SILICON VALLEY BANK
LEI 0K2D5AK28E3O5CC06E35
Fund details & source
- Fund ID
- 805-2457279837
- Reported beneficial owners
- 6
- Minimum commitment
- $500K
Form ADV 2071187 · Mar 25, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
NMSIC CO-INVESTMENT FUND LPVenture Capital Fund · Last reported Mar 25, 2026$72.1MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
BDO USA, PC
PCAOB 243
SILICON VALLEY BANK
LEI 0K2D5AK28E3O5CC06E35
TD SECURITIES (USA) LLC
CRD 18476 · SEC 8-36747
Fund details & source
- Fund ID
- 805-7754755491
- Reported beneficial owners
- 1
- Minimum commitment
- $0
Form ADV 2071187 · Mar 25, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
PANAMERICAN VC INVESTMENTS, LPPrivate Equity Fund · Last reported Mar 25, 2026$53.8MGross asset value
Form D fundraising filings
Panamerican VC Investments, LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- Yes
BDO USA, PC
PCAOB 243
SILICON VALLEY BANK
LEI 0K2D5AK28E3O5CC06E35
CALAMAR FINANCIAL GROUP, LLC
CRD 283992 · SEC 8-69777
Fund details & source
- Fund ID
- 805-4018108358
- Reported beneficial owners
- 2
- Minimum commitment
- $500K
- Form D file number
- 021-450852
Form ADV 2071187 · Mar 25, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
MEXICO VENTURES I, L.P.Private Equity Fund · Last reported Mar 25, 2026$40.4MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
BDO USA, PC
PCAOB 243
SILICON VALLEY BANK
LEI 0K2D5AK28E3O5CC06E35
Fund details & source
- Fund ID
- 805-1805544991
- Reported beneficial owners
- 4
- Minimum commitment
- $500K
Form ADV 2071187 · Mar 25, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
MEXICO VENTURES II DIRECT FUND, LPVenture Capital Fund · Last reported Mar 25, 2026$18.5MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
BDO USA, PC
PCAOB 243
SILICON VALLEY BANK
LEI 0K2D5AK28E3O5CC06E35
WELLS FARGO CLEARING SERVICES, LLC
CRD 19616 · SEC 8-37180
Fund details & source
- Fund ID
- 805-1582520049
- Reported beneficial owners
- 6
- Minimum commitment
- $500K
Form ADV 2071187 · Mar 25, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
NEW MEXICO RECOVERY FUND, L.P.Other Private Fund · Last reported Mar 25, 2026$17MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BDO USA, PC
PCAOB 243
Fund details & source
- Fund ID
- 805-6724220264
- Reported beneficial owners
- 2
- Minimum commitment
- $10K
- Form D file number
- 021-366070
Form ADV 2071187 · Mar 25, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
NEW MEXICO CATALYST FUND, LPPrivate Equity Fund · Last reported Mar 25, 2026$15.5MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
BDO USA, PC
PCAOB 243
SILICON VALLEY BANK
LEI 0K2D5AK28E3O5CC06E35
Fund details & source
- Fund ID
- 805-4524281971
- Reported beneficial owners
- 5
- Minimum commitment
- $500K
- Form D file number
- 021-1679561
Form ADV 2071187 · Mar 25, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 25, 2026. View historical filings
Reported services
Pooled investment vehicle management · Selection of other advisers
Compensation
Percentage of assets · Performance-based
Principal office
527 DON GASPAR AVENUESANTA FE, NM, 87505, United States
CRD 151477
Filing source
Form ADV 2071187 · Mar 25, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.