Overview
Sun Mountain Capital Advisors, L.L.C. and its related advisors (collectively “SMCA”), based in
Santa Fe, New Mexico, are venture capital, private credit, private equity, and debt financing
advisers that provide private fund investment advisory services through the management of
pooled investment vehicles (referred to herein as “Funds” or “Clients”).
SMCA was founded in 2007 by a team of three senior investment professionals with over 80 years
of combined private equity experience. We currently have nine employees.
At SMCA, we have Funds that make investments primarily in the U.S. and Mexico via direct
venture capital, private credit, or debt financing investments, or into other venture capital funds
via a fund-of-funds model. All Funds are structured as either U.S. or Canadian limited
partnerships.
SMCA provides management services,
including the evaluation, structuring, and negotiation of
potential investments, management consulting of the Funds’ portfolio companies (each a
“Portfolio Company”) following an investment, and analyses and management of the timing of
investment realizations. We have discretion to invest in a range of investment instruments
consistent with the respective programs of each Fund. The terms by which SMCA provides
investment advice to the Funds are described in each Fund’s governing documents, which may
include a confidential offering memorandum, an investment management agreement, and a
limited partnership agreement, among others. Investment advice is provided directly to each Fund
and not individually to the limited partners or investors in the Funds.
As of December 31, 2023, SMCA’s discretionary assets under management was $599,019,302.