Sun Mountain Capital Advisors, LLC
sunmountaincapital.com Direct + LP
Sun Mountain Capital is an asset management firm specializing in venture capital and private credit through direct and multi-manager investments. It invests across all stages from early-stage Seed and Series A through expansion stage growth companies, and also manages fund-of-funds programs.
Sun Mountain Capital Advisors, LLC is an asset manager headquartered in Santa Fe, United States, founded in 2006. It invests both directly in companies and in funds as a limited partner, from seed to growth, in venture capital, private credit and multi-manager funds. $379M Discretionary AUM (as of Dec 31, 2025) under management, as it reports.
“We discover, validate and unlock value from different vantage points”
— Sun Mountain Capital Advisors, LLC, own website
- Layer
- Direct + LP
- Type
- Asset manager
- Headquarters
- Santa Fe, United States
- Invests in
- US, Mexico
- Sectors
- venture capital, private credit, multi-manager funds
- Founded
- 2006
- Assets under management
- $379M Discretionary AUM (as of Dec 31, 2025)
Team, as Sun Mountain Capital Advisors, LLC publishes it
- Brian Birk Managing Partner
- Sally Corning Partner
- Catriona Forrester Managing Director
- Reed Soehnel Chief Financial Officer & Chief Compliance Officer
- Kevin Barber Partner, Private Credit
- Hal Hayden Partner, Private Credit
- Karen Allen Controller
- Lee Rand Advisor
Names and roles exactly as listed on sunmountaincapital.com. Nothing else about these people is recorded.
Co-invests most often with
Derived from portfolio pages both investors publish themselves: each pair below lists at least one company in common. 49 co-investors found.
- Cottonwood Technology Fund 7 shared companies: mpowertech.com, bayotech.us, exagen.com, armonicatech.com…
- FEMSA Ventures 4 shared companies: getpulpo.com, cometa.vc, h20capital.com, nazca.vc
- Nazca 2 shared companies: getpulpo.com, miroculus.com
- Lockheed Martin Ventures 2 shared companies: mpowertech.com, 3dgsinc.com
- Alter Global 2 shared companies: angelventures.vc, nxtp.vc
- Acurio Ventures 1 shared company: spotahome.com
- Mundi Ventures 1 shared company: spotahome.com
- TheVentureCity 1 shared company: spotahome.com
- AirTree Ventures 1 shared company: fetch.com
- Archer Capital Group Management, LLC 1 shared company: fetch.com
and 39 more — the graph.
Where this comes from
Every fact above was read from a page Sun Mountain Capital Advisors, LLC publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.
- https://sunmountaincapital.com/name, is_investor, layer, type, hq_country, hq_city, invests_in_geographies, stage_min, stage_max, sectors, thesis_quote, thesis_quote_page, description, founded, aum, status
- https://sunmountaincapital.com/people/people
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Record 4311 · added 2026-09-03 · link last verified 2026-09-06 · confidence high
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