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.
Most shared portfolio companies with
Derived from portfolio pages both investors publish themselves: each pair below lists at least one company in common. 49 investors with a shared portfolio company. A shared company is not proof they invested together in the same round.
- 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
Is this record wrong or stale? Report a mistake — it reaches us directly, no email address to look up.
Record 4311 · added 2026-09-03 · link last verified 2026-10-21 · confidence high
Similar investors
- CAZ InvestmentsAsset manager · Houston, United States
- Hamilton LaneAsset manager · United States
- HighVista StrategiesAsset manager · Seed – Buyout · Boston, United States
- Laureate Wealth Management, LLCAsset manager · Not applicable · Glen Ellyn, United States
- Peakline Partners, LLCAsset manager · United States
- Apogem CapitalAsset manager · New York, United States