Form D · Hedge Fund

Sun Mountain Fund, LP

Brookline, MA · CIK 0001749434

Offering snapshot reported Aug 7, 2026 · SEC filing

Reported sold: $34.3M
Investors reported: 41
Minimum accepted: $1M
First sale: Aug 8, 2018

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

Reported sold$10,852,465 → $34,302,465

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Aug 7, 2026	Amendment	$34,302,465	$23,450,000vs Aug 8, 2025	41	SEC filing
Aug 8, 2025	Amendment	$10,852,465	No comparison	Not reported	SEC filing
Aug 9, 2024	Amendment	$7,147,465	$30,000vs Aug 11, 2023	4	SEC filing
Aug 11, 2023	Amendment	$7,117,465	-$4,999vs Aug 11, 2022	3	SEC filing
Aug 11, 2022	Amendment	$7,122,464	$0vs Aug 11, 2021	4	SEC filing
Aug 11, 2021	Amendment	$7,122,464	No comparison	Not reported	SEC filing
Aug 11, 2020	Amendment	$6,322,465	$0vs Apr 2, 2020	4	SEC filing
Apr 2, 2020	Amendment	$6,322,465	$0vs Apr 5, 2019	4	SEC filing
Apr 5, 2019	Amendment	$6,322,465	$2,570,873vs Aug 17, 2018	4	SEC filing
Aug 17, 2018	Initial	$3,751,592	No comparison	2	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-319509

Source: Form D, filed Aug 7, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

SUN MOUNTAIN FUND, LP

Investment adviser: SUN MOUNTAIN PARTNERS, LLC

Gross asset value: $48.4M
Beneficial owners: 31
ADV minimum commitment: $1M

Reported in Form ADV on Jul 9, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

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

Filing source

Form ADV 2118049 · Jul 9, 2026 · Schedule D 7.B.(1), fund 805-1590040844

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
N/A Sun Mountain Partners, Llc	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

185 Pleasant Street, Unit 1
Brookline, MA, 02446