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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 26, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MARKMAN, EDWARD, SAMUEL | I | CHIEF FINANCIAL OFFICER | NA | |
| MARKMAN, EDWARD, SAMUEL | I | CHIEF FINANCIAL OFFICER | NA | |
| MARKMAN, EDWARD, SAMUEL | I | CHIEF FINANCIAL OFFICER | NA | |
| MARKMAN, EDWARD, SAMUEL | I | CHIEF FINANCIAL OFFICER | NA | |
| MARKMAN, EDWARD, SAMUEL | I | CHIEF FINANCIAL OFFICER | NA | |
| MARKMAN, EDWARD, SAMUEL | I | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER | NA | |
| MARKMAN, EDWARD, SAMUEL | I | CHIEF FINANCIAL OFFICER | NA | |
| MARKMAN, EDWARD, SAMUEL | I | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER | NA | |
| MARKMAN, EDWARD, SAMUEL | I | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER | NA | |
| MARKMAN, EDWARD, SAMUEL | I | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER | NA | |
| MARKMAN, EDWARD, SAMUEL | I | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER | NA | |
| MARKMAN, EDWARD, SAMUEL | I | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER | NA | |
| MARKMAN, EDWARD, SAMUEL | I | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER | NA | |
| MARKMAN, EDWARD, SAMUEL | I | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER | NA | |
| MARKMAN, EDWARD, SAMUEL | I | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER | NA | |
| MARKMAN, EDWARD, SAMUEL | I | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER | NA | |
| SHAW, LESLIE, RAE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHAW, LESLIE, RAE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHAW, LESLIE, RAE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHAW, LESLIE, RAE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHAW, LESLIE, RAE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHAW, LESLIE, RAE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHAW, LESLIE, RAE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHAW, LESLIE, RAE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHAW, LESLIE, RAE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHAW, LESLIE, RAE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHAW, LESLIE, RAE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHAW, LESLIE, RAE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHAW, LESLIE, RAE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHAW, LESLIE, RAE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHAW, LESLIE, RAE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHAW, LESLIE, RAE | I | CHIEF COMPLIANCE OFFICER | NA | |
| Soehnel, Reed, Handy | I | CHIEF COMPLIANCE OFFICER | NA | |
| Soehnel, Reed, Handy | I | CHIEF COMPLIANCE OFFICER | NA | |
| Soehnel, Reed, Handy | I | CHIEF COMPLIANCE OFFICER | NA | |
| Soehnel, Reed, Handy | I | CHIEF COMPLIANCE OFFICER | NA | |
| Soehnel, Reed, Handy | I | CHIEF COMPLIANCE OFFICER | NA | |
| Soehnel, Reed, Handy | I | CHIEF COMPLIANCE OFFICER | NA | |
| Soehnel, Reed, Handy | I | CHIEF COMPLIANCE OFFICER | NA | |
| Soehnel, Reed, Handy | I | CHIEF COMPLIANCE OFFICER | NA | |
| BIRK, BRIAN, PETER | I | MEMBER | E | Control |
| BIRK, BRIAN, PETER | I | MEMBER | E | Control |
| BIRK, BRIAN, PETER | I | MEMBER | E | Control |
| BIRK, BRIAN, PETER | I | MANAGING MEMBER | E | Control |
| BIRK, BRIAN, PETER | I | MANAGING MEMBER | D | Control |
| BIRK, BRIAN, PETER | I | MANAGING MEMBER | D | Control |
| BIRK, BRIAN, PETER | I | MANAGING MEMBER | D | Control |
| BIRK, BRIAN, PETER | I | MANAGING MEMBER | D | Control |
| BIRK, BRIAN, PETER | I | MANAGING MEMBER | D | Control |
| BIRK, BRIAN, PETER | I | MANAGING MEMBER | D | Control |
| BIRK, BRIAN, PETER | I | MANAGING MEMBER | D | Control |
| BIRK, BRIAN, PETER | I | MANAGING MEMBER | D | Control |
| BIRK, BRIAN, PETER | I | MANAGING MEMBER | D | Control |
| BIRK, BRIAN, PETER | I | MANAGING MEMBER | D | Control |
| BIRK, BRIAN, PETER | I | MANAGING MEMBER | D | Control |
| BIRK, BRIAN, PETER | I | MANAGING MEMBER | D | Control |
| BIRK, BRIAN, PETER | I | MANAGING MEMBER | D | Control |
| BIRK, BRIAN, PETER | I | MANAGING MEMBER | D | Control |
| BIRK, BRIAN, PETER | I | MANAGING MEMBER | D | Control |
| BIRK, BRIAN, PETER | I | MANAGING MEMBER | D | Control |
| BIRK, BRIAN, PETER | I | MANAGING MEMBER | D | Control |
| BIRK, BRIAN, PETER | I | MANAGING MEMBER | D | Control |
| BIRK, BRIAN, PETER | I | MANAGING MEMBER | D | Control |
| BIRK, BRIAN, PETER | I | MANAGING MEMBER | D | Control |
| BIRK, BRIAN, PETER | I | MANAGING MEMBER | D | Control |
| BIRK, BRIAN, PETER | I | MANAGING MEMBER | D | Control |
| BIRK, BRIAN, PETER | I | MANAGING MEMBER | C | Control |
| BIRK, BRIAN, PETER | I | MANAGING MEMBER | C | Control |
| BIRK, BRIAN, PETER | I | MANAGING MEMBER | C | Control |
| BIRK, BRIAN, PETER | I | MANAGING MEMBER | C | Control |
| BIRK, BRIAN, PETER | I | MANAGING MEMBER | C | Control |
| BIRK, BRIAN, PETER | I | MANAGING MEMBER | C | Control |
| BIRK, BRIAN, PETER | I | MANAGING MEMBER | C | Control |
| BIRK, BRIAN, PETER | I | MANAGING MEMBER | C | Control |
| BIRK, BRIAN, PETER | I | MANAGING MEMBER | C | Control |
| BIRK, BRIAN, PETER | I | MANAGING MEMBER | C | Control |
| BIRK, BRIAN, PETER | I | MANAGING MEMBER | C | Control |
| BIRK, BRIAN, PETER | I | MANAGING MEMBER | C | Control |
| BIRK, BRIAN, PETER | I | MANAGING MEMBER | C | Control |
| BIRK, BRIAN, PETER | I | MANAGING MEMBER | C | Control |
| RAND, LEE, MICHAEL | I | MEMBER | C | |
| RAND, LEE, MICHAEL | I | MEMBER | C | |
| RAND, LEE, MICHAEL | I | MEMBER | C | |
| RAND, LEE, MICHAEL | I | MEMBER | C | |
| RAND, LEE, MICHAEL | I | MEMBER | C | |
| RAND, LEE, MICHAEL | I | MEMBER | C | |
| RAND, LEE, MICHAEL | I | MEMBER | C | |
| RAND, LEE, MICHAEL | I | MEMBER | C | |
| RAND, LEE, MICHAEL | I | MEMBER | C | |
| RAND, LEE, MICHAEL | I | MEMBER | C | |
| RAND, LEE, MICHAEL | I | MEMBER | C | |
| RAND, LEE, MICHAEL | I | MEMBER | C | Control |
| RAND, LEE, MICHAEL | I | MEMBER | C | Control |
| RAND, LEE, MICHAEL | I | MEMBER | C | Control |
| RAND, LEE, MICHAEL | I | MEMBER | C | Control |
| RAND, LEE, MICHAEL | I | MEMBER | C | Control |
| RAND, LEE, MICHAEL | I | MEMBER | C | Control |
| RAND, LEE, MICHAEL | I | MEMBER | C | Control |
| RAND, LEE, MICHAEL | I | MEMBER | C | Control |
| RAND, LEE, MICHAEL | I | MEMBER | C | Control |
| RAND, LEE, MICHAEL | I | MEMBER | C | Control |
| RAND, LEE, MICHAEL | I | MEMBER | C | Control |
| RAND, LEE, MICHAEL | I | MEMBER | C | Control |
| RAND, LEE, MICHAEL | I | MEMBER | C | Control |
| RAND, LEE, MICHAEL | I | MEMBER | C | Control |
| RAND, LEE, MICHAEL | I | MEMBER | C | Control |
| RAND, LEE, MICHAEL | I | MEMBER | C | Control |
| RAND, LEE, MICHAEL | I | MEMBER | C | Control |
| RAND, LEE, MICHAEL | I | MEMBER | C | Control |
| RAND, LEE, MICHAEL | I | MEMBER | C | Control |
| RAND, LEE, MICHAEL | I | MEMBER | C | Control |
| RAND, LEE, MICHAEL | I | MEMBER | C | Control |
| RAND, LEE, MICHAEL | I | MEMBER | C | Control |
| RAND, LEE, MICHAEL | I | MEMBER | C | Control |
| RAND, LEE, MICHAEL | I | MEMBER | C | Control |
| RAND, LEE, MICHAEL | I | MEMBER | C | Control |
| RAND, LEE, MICHAEL | I | MEMBER | B | |
| RAND, LEE, MICHAEL | I | MEMBER | B | |
| RAND, LEE, MICHAEL | I | MEMBER | B | |
| RAND, LEE, MICHAEL | I | MEMBER | B | |
| MARKMAN, EDWARD, SAMUEL | I | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER | A | |
| MARKMAN, EDWARD, SAMUEL | I | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER | A | |
| MARKMAN, EDWARD, SAMUEL | I | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER | A | |
| MARKMAN, EDWARD, SAMUEL | I | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER | A | |
| MARKMAN, EDWARD, SAMUEL | I | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER | A | |
| MARKMAN, EDWARD, SAMUEL | I | CHIEF COMPLIANCE OFFICER | A |
Registrations
Federal
IA
Mar 26, 2025 REGISTERED
Notice Filings (3)
NM WA WI
Address
527 DON GASPAR AVENUESANTA FE, NM 87505
United States
Phone: 505-780-4218