Investment adviser · CRD 290560

SUN MOUNTAIN PARTNERS, LLC

Investment adviser filing (IA)

· Form ADV filed Jul 9, 2026

Regulatory AUM
$187M
Form ADV · Item 5.F
Client accounts
15
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles15$187,232,665100.0%
Filing source

Form ADV 2118049 · Jul 9, 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

15 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

SUN MOUNTAIN FUND, LPHedge Fund · Last reported Jul 9, 2026$48.4MGross asset value

Form D fundraising filings

Sun Mountain Fund, LP

Fund administrator FINANCIAL SOLUTIONS ACCOUNTING & ADMINISTRATIVE SERVICES, INC. SAGAMORE BEACH, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor SPICER JEFFRIES LLP GREENWOOD VILLAGE, Colorado, United States
Custodian M. S. HOWELLS & CO. NEW YORK, New York, United States Related to adviser: No
Prime broker INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States
Prime broker M. S. HOWELLS & CO. NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

SPICER JEFFRIES LLP
PCAOB 349

M. S. HOWELLS & CO.
SEC 8-52558

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

M. S. HOWELLS & CO.
CRD 104100 · SEC 8-52558

Fund details & source
Fund ID
805-1590040844
Reported beneficial owners
31
Minimum commitment
$1M
Form D file number
021-319509

Form ADV 2118049 · Jul 9, 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.

SUN MOUNTAIN INVESTORS, LP - SERIES IHedge Fund · Last reported Jul 9, 2026$35.1MGross asset value
Fund administrator FINANCIAL SOLUTIONS ACCOUNTING & ADMINISTRATIVE SERVICES, INC. SAGAMORE BEACH, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor SPICER JEFFRIES LLP GREENWOOD VILLAGE, Colorado, United States
Custodian M. S. HOWELLS & CO. NEW YORK, New York, United States Related to adviser: No
Prime broker M. S. HOWELLS & CO. NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

SPICER JEFFRIES LLP
PCAOB 349

M. S. HOWELLS & CO.
SEC 8-52558

M. S. HOWELLS & CO.
CRD 104100 · SEC 8-52558

Fund details & source
Fund ID
805-4136574664
Reported beneficial owners
8
Minimum commitment
$500K
Form D file number
021-332672

Form ADV 2118049 · Jul 9, 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.

SUN MOUNTAIN INVESTORS, LP - SERIES VIIHedge Fund · Last reported Jul 9, 2026$12.6MGross asset value
Fund administrator FINANCIAL SOLUTIONS ACCOUNTING & ADMINISTRATIVE SERVICES, INC. SAGAMORE BEACH, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor SPICER JEFFRIES LLP GREENWOOD VILLAGE, Colorado, United States
Custodian M. S. HOWELLS & CO. NEW YORK, New York, United States Related to adviser: No
Prime broker M. S. HOWELLS & CO. NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

SPICER JEFFRIES LLP
PCAOB 349

M. S. HOWELLS & CO.
SEC 8-52558

M. S. HOWELLS & CO.
CRD 104100 · SEC 8-52558

Fund details & source
Fund ID
805-5288962888
Reported beneficial owners
9
Minimum commitment
$500K
Form D file number
021-332672

Form ADV 2118049 · Jul 9, 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.

SUN MOUNTAIN INVESTORS, LP - SERIES XIIHedge Fund · Last reported Jul 9, 2026$11.6MGross asset value
Fund administrator FINANCIAL SOLUTIONS ACCOUNTING & ADMINISTRATIVE SERVICES, INC. SAGAMORE BEACH, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor SPICER JEFFRIES LLP GREENWOOD VILLAGE, Colorado, United States
Custodian M. S. HOWELLS & CO. NEW YORK, New York, United States Related to adviser: No
Prime broker M. S. HOWELLS & CO. NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

SPICER JEFFRIES LLP
PCAOB 349

M. S. HOWELLS & CO.
SEC 8-52558

M. S. HOWELLS & CO.
CRD 104100 · SEC 8-52558

Fund details & source
Fund ID
805-9918861755
Reported beneficial owners
15
Minimum commitment
$500K
Form D file number
021-332672

Form ADV 2118049 · Jul 9, 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.

SUN MOUNTAIN INVESTORS, LP - SERIES IIHedge Fund · Last reported Jul 9, 2026$11.3MGross asset value
Fund administrator FINANCIAL SOLUTIONS ACCOUNTING & ADMINISTRATIVE SERVICES, INC. SAGAMORE BEACH, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor SPICER JEFFRIES LLP GREENWOOD VILLAGE, Colorado, United States
Custodian M. S. HOWELLS & CO. NEW YORK, New York, United States Related to adviser: No
Prime broker M. S. HOWELLS & CO. NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

SPICER JEFFRIES LLP
PCAOB 349

M. S. HOWELLS & CO.
SEC 8-52558

M. S. HOWELLS & CO.
CRD 104100 · SEC 8-52558

Fund details & source
Fund ID
805-5157409499
Reported beneficial owners
10
Minimum commitment
$500K
Form D file number
021-332672

Form ADV 2118049 · Jul 9, 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.

SUN MOUNTAIN INVESTORS, LP - SERIES VIIIHedge Fund · Last reported Jul 9, 2026$9.74MGross asset value
Fund administrator FINANCIAL SOLUTIONS ACCOUNTING & ADMINISTRATIVE SERVICES, INC. SAGAMORE BEACH, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor SPICER JEFFRIES LLP GREENWOOD VILLAGE, Colorado, United States
Custodian M. S. HOWELLS & CO. NEW YORK, New York, United States Related to adviser: No
Prime broker M. S. HOWELLS & CO. NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

SPICER JEFFRIES LLP
PCAOB 349

M. S. HOWELLS & CO.
SEC 8-52558

M. S. HOWELLS & CO.
CRD 104100 · SEC 8-52558

Fund details & source
Fund ID
805-8316443622
Reported beneficial owners
12
Minimum commitment
$500K
Form D file number
021-332672

Form ADV 2118049 · Jul 9, 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.

SUN MOUNTAIN INVESTORS, LP - SERIES XIVHedge Fund · Last reported Jul 9, 2026$9.45MGross asset value
Fund administrator FINANCIAL SOLUTIONS ACCOUNTING & ADMINISTRATIVE SERVICES, INC. SAGAMORE BEACH, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor SPICER JEFFRIES LLP GREENWOOD VILLAGE, Colorado, United States
Custodian M. S. HOWELLS & CO. NEW YORK, New York, United States Related to adviser: No
Prime broker M. S. HOWELLS & CO. NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

SPICER JEFFRIES LLP
PCAOB 349

M. S. HOWELLS & CO.
SEC 8-52558

M. S. HOWELLS & CO.
CRD 104100 · SEC 8-52558

Fund details & source
Fund ID
805-5313820327
Reported beneficial owners
31
Minimum commitment
$500K
Form D file number
021-332672

Form ADV 2118049 · Jul 9, 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: Jul 9, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

CRD 290560

Filing source

Form ADV 2118049 · Jul 9, 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.