Form D · Other Investment Fund
SUN MOUNTAIN PRIVATE CREDIT FUND I, L.P.
Santa Fe, NM · CIK 0001747051
Offering snapshot reported Sep 9, 2022 · SEC filing
- Reported sold
- $23.3M Offering amount: $23.3M
- Investors reported
- 56 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Sep 6, 2018 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 56
- Minimum accepted$250,000 → $25,000
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Sep 9, 2022 | Amendment | $23,300,000 | No comparison | 56 | SEC filing |
| Jul 25, 2018 | Initial | Yet to sell | No comparison | 0 | SEC 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
- 021-317657
Source: Form D, filed Sep 9, 2022. 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 PRIVATE CREDIT FUND I, LP
Investment adviser: SUN MOUNTAIN CAPITAL ADVISORS, LLC
- Gross asset value
- $7.24M
- Beneficial owners
- 56
- ADV minimum commitment
- $25K
Reported in Form ADV on Mar 25, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
BDO USA, PC
PCAOB 243
Filing source
Form ADV 2071187 · Mar 25, 2026 · Schedule D 7.B.(1), fund 805-5309136425
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.
| Name | Reported role |
|---|---|
| Kevin Barber | Executive |
| Brian Birk | Executive |
| Sally Corning | Executive |
| Hal Hayden | Executive |
| Edward S. Markman | Executive |
| Lee Rand | Executive |
| Reed Soehnel | Executive |
| N/A Sun Mountain Capital, Llc | Promoter |
| N/A Sun Mountain Private Credit Investors, Llc | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Santa Fe, NM, 87505