Form D · Other Investment Fund

Sun Mountain Investors, LP

Brookline, MA · CIK 0001765816

Offering snapshot reported Aug 7, 2026 · SEC filing

Reported sold
$85.4M
Indefinite offering
Investors reported
45
Form D · investor count
Minimum accepted
$500K
Reported outside-investor minimum
First sale
Feb 1, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$42.7M$85.4MAug 8, 2025: $60,655,005.00Aug 8, 2025Aug 7, 2026: $85,350,925.00Aug 7, 2026

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$60,655,005 → $85,350,925

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 7, 2026Amendment$85,350,925$24,695,920vs Aug 8, 202545SEC filing
Aug 8, 2025Amendment$60,655,005No comparisonNot reportedSEC filing
Aug 9, 2024Amendment$53,255,000$9,525,000vs Aug 11, 202326SEC filing
Aug 11, 2023Amendment$43,730,000$5,200,000vs Aug 11, 202222SEC filing
Aug 11, 2022Amendment$38,530,000$8,205,000vs Aug 11, 202122SEC filing
Aug 11, 2021Amendment$30,325,000No comparisonNot reportedSEC filing
Aug 11, 2020Amendment$14,525,000$0vs Jun 8, 202012SEC filing
Jun 8, 2020Amendment$14,525,000$0vs Jun 12, 201912SEC filing
Jun 12, 2019Amendment$14,525,000$8,700,000vs Feb 12, 201912SEC filing
Feb 12, 2019Initial$5,825,000No comparison7SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-332672

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 INVESTORS, LP - SERIES III

Investment adviser: SUN MOUNTAIN PARTNERS, LLC

Gross asset value
$2.36M
Beneficial owners
9
ADV minimum commitment
$500K

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 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

Filing source

Form ADV 2118049 · Jul 9, 2026 · Schedule D 7.B.(1), fund 805-9110112069

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
NameReported role
N/A Sun Mountain Partners, Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Sun Mountain Partners, Llc 185 Pleasant Street, Unit 1
Brookline, MA, 02446