SUN MOUNTAIN CAPITAL ADVISORS, LLC
CRD #151477 SEC #801-72312 SANTA FE, NM 505-780-4218
SEC Registered Private Funds
Total AUM
$479M
Discretionary
$479M
Employees
8
Clients
--
Accounts
10
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $479M | $479M | $0 | 8 | 0 |
| Jun 2024 | $599M | $599M | $0 | 9 | 0 |
| Mar 2024 | $599M | $599M | $0 | 9 | 0 |
| Mar 2023 | $721M | $721M | $0 | 9 | 0 |
| Oct 2022 | $738.7M | $738.7M | $0 | 11 | 0 |
| Aug 2022 | $738.7M | $738.7M | $0 | 11 | 0 |
| May 2022 | $738.7M | $738.7M | $0 | 11 | 0 |
| Mar 2022 | $738.7M | $738.7M | $0 | 11 | 0 |
| Mar 2021 | $695.2M | $695.2M | $0 | 11 | 0 |
| Mar 2020 | $662.4M | $662.4M | $0 | 10 | 0 |
| Jun 2019 | $943.4M | $698M | $245.4M | 11 | 0 |
| Apr 2019 | $943.4M | $698M | $245.4M | 11 | 0 |
| Mar 2019 | $943.4M | $698M | $245.4M | 11 | 0 |
| Jun 2018 | $891.8M | $632M | $259.8M | 10 | 11 |
| Apr 2018 | $891.8M | $632M | $259.8M | 10 | 11 |
| Mar 2018 | $891.8M | $632M | $259.8M | 10 | 11 |
| Jan 2018 | $752.8M | $529.6M | $223.2M | 12 | 10 |
| Aug 2017 | $752.8M | $529.6M | $223.2M | 12 | 1 |
| Apr 2017 | $752.8M | $529.6M | $223.2M | 12 | 1 |
| Mar 2017 | $752.8M | $529.6M | $223.2M | 12 | 1 |
| Feb 2017 | $876.6M | $434.5M | $442.1M | 11 | 1 |
| Aug 2016 | $876.6M | $434.5M | $442.1M | 11 | 1 |
| Mar 2016 | $876.6M | $434.5M | $442.1M | 11 | 1 |
| Nov 2015 | $738.9M | $306.8M | $432.1M | 8 | 1 |
| Jul 2015 | $738.9M | $306.8M | $432.1M | 8 | 1 |
| Apr 2015 | $738.9M | $306.8M | $432.1M | 8 | 1 |
| Mar 2015 | $738.9M | $306.8M | $432.1M | 8 | 1 |
| Jun 2014 | $617.9M | $225.8M | $392.1M | 8 | 1 |
| Mar 2014 | $617.9M | $225.8M | $392.1M | 8 | 1 |
| Jul 2013 | $580.7M | $195.1M | $385.6M | 7 | 1 |
| Mar 2013 | $580.7M | $195.1M | $385.6M | 7 | 1 |
| Jun 2012 | $552.6M | $159.5M | $393.1M | 6 | 1 |
| Mar 2012 | $552.6M | $159.5M | $393.1M | 6 | 1 |
| May 2011 | $390.9M | $162.7M | $228.2M | 10 | -- |
| Apr 2011 | $390.9M | $162.7M | $228.2M | 10 | -- |
| Apr 2011 | $390.9M | $162.7M | $228.2M | 10 | -- |
DateMar 2025
Total AUM$479M
Discretionary$479M
Non-Disc.$0
Employees8
Clients0
DateJun 2024
Total AUM$599M
Discretionary$599M
Non-Disc.$0
Employees9
Clients0
DateMar 2024
Total AUM$599M
Discretionary$599M
Non-Disc.$0
Employees9
Clients0
DateMar 2023
Total AUM$721M
Discretionary$721M
Non-Disc.$0
Employees9
Clients0
DateOct 2022
Total AUM$738.7M
Discretionary$738.7M
Non-Disc.$0
Employees11
Clients0
DateAug 2022
Total AUM$738.7M
Discretionary$738.7M
Non-Disc.$0
Employees11
Clients0
DateMay 2022
Total AUM$738.7M
Discretionary$738.7M
Non-Disc.$0
Employees11
Clients0
DateMar 2022
Total AUM$738.7M
Discretionary$738.7M
Non-Disc.$0
Employees11
Clients0
DateMar 2021
Total AUM$695.2M
Discretionary$695.2M
Non-Disc.$0
Employees11
Clients0
DateMar 2020
Total AUM$662.4M
Discretionary$662.4M
Non-Disc.$0
Employees10
Clients0
DateJun 2019
Total AUM$943.4M
Discretionary$698M
Non-Disc.$245.4M
Employees11
Clients0
DateApr 2019
Total AUM$943.4M
Discretionary$698M
Non-Disc.$245.4M
Employees11
Clients0
DateMar 2019
Total AUM$943.4M
Discretionary$698M
Non-Disc.$245.4M
Employees11
Clients0
DateJun 2018
Total AUM$891.8M
Discretionary$632M
Non-Disc.$259.8M
Employees10
Clients11
DateApr 2018
Total AUM$891.8M
Discretionary$632M
Non-Disc.$259.8M
Employees10
Clients11
DateMar 2018
Total AUM$891.8M
Discretionary$632M
Non-Disc.$259.8M
Employees10
Clients11
DateJan 2018
Total AUM$752.8M
Discretionary$529.6M
Non-Disc.$223.2M
Employees12
Clients10
DateAug 2017
Total AUM$752.8M
Discretionary$529.6M
Non-Disc.$223.2M
Employees12
Clients1
DateApr 2017
Total AUM$752.8M
Discretionary$529.6M
Non-Disc.$223.2M
Employees12
Clients1
DateMar 2017
Total AUM$752.8M
Discretionary$529.6M
Non-Disc.$223.2M
Employees12
Clients1
DateFeb 2017
Total AUM$876.6M
Discretionary$434.5M
Non-Disc.$442.1M
Employees11
Clients1
DateAug 2016
Total AUM$876.6M
Discretionary$434.5M
Non-Disc.$442.1M
Employees11
Clients1
DateMar 2016
Total AUM$876.6M
Discretionary$434.5M
Non-Disc.$442.1M
Employees11
Clients1
DateNov 2015
Total AUM$738.9M
Discretionary$306.8M
Non-Disc.$432.1M
Employees8
Clients1
DateJul 2015
Total AUM$738.9M
Discretionary$306.8M
Non-Disc.$432.1M
Employees8
Clients1
DateApr 2015
Total AUM$738.9M
Discretionary$306.8M
Non-Disc.$432.1M
Employees8
Clients1
DateMar 2015
Total AUM$738.9M
Discretionary$306.8M
Non-Disc.$432.1M
Employees8
Clients1
DateJun 2014
Total AUM$617.9M
Discretionary$225.8M
Non-Disc.$392.1M
Employees8
Clients1
DateMar 2014
Total AUM$617.9M
Discretionary$225.8M
Non-Disc.$392.1M
Employees8
Clients1
DateJul 2013
Total AUM$580.7M
Discretionary$195.1M
Non-Disc.$385.6M
Employees7
Clients1
DateMar 2013
Total AUM$580.7M
Discretionary$195.1M
Non-Disc.$385.6M
Employees7
Clients1
DateJun 2012
Total AUM$552.6M
Discretionary$159.5M
Non-Disc.$393.1M
Employees6
Clients1
DateMar 2012
Total AUM$552.6M
Discretionary$159.5M
Non-Disc.$393.1M
Employees6
Clients1
DateMay 2011
Total AUM$390.9M
Discretionary$162.7M
Non-Disc.$228.2M
Employees10
Clients--
DateApr 2011
Total AUM$390.9M
Discretionary$162.7M
Non-Disc.$228.2M
Employees10
Clients--
DateApr 2011
Total AUM$390.9M
Discretionary$162.7M
Non-Disc.$228.2M
Employees10
Clients--