United States · 
What does Sun Mountain Capital invest in?
Sun Mountain Capital invests most often at Series A and Series B (61% of the rounds on record), in sectors such as SaaS, Software and Recurring.
Sun Mountain Capital highlights
- 01
31 rounds on record
- 02
Mostly Series A and Series B: 61% of its rounds
- 03
Sole investor in 1 rounds, median $2.5M
- 04
1 exits from the portfolio
What they do
Sun Mountain Capital is an asset management firm specializing in venture capital and private credit through direct and multi-manager investments.From their own website
- Type
- Private equity (from a list, unverified)
- Cheque size
- Not stated
- Stages
- SeedSeries ASeries BGrowth
- Sectors
- SaaSSoftwareRecurring
- Based in
- Santa Fe, United States
- Cold pitches
- Not accepted
The record
Every round we can evidence, newest first31 appearances
- 2022
1 round
- Jan
- 2019
1 round
- Oct
- 2018
2 rounds
- Aug
- Apr
- 2017
2 rounds
- May
- Mar
- 2015
3 rounds
- Dec
- Feb
- Jan
- 2014
5 rounds
- Oct
- Jul
- Jul
- Feb
- Feb
- 2013
4 rounds
- Nov
- Aug
- Aug
- Jan
- 2012
4 rounds
- Oct
- Sept
- Mar
- Feb
- 2011
5 rounds
- Dec
- Sept
- Jul
- May
- Feb
- 2010
2 rounds
- Aug
- Jun
- 2009
1 round
- Jan
- 2008
1 round
- Jun
An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.
The team
Named by the firm itself, on a filing, its Form ADV or its company registration17 named
ADAkihiko D. YasudaMr. Yasuda is a managing director of each of Asia Alternatives NM Asia GP, LLC and Asia Alternatives Management LLC.iFiling they signed
ATAndrew TulchinMember of of NM Vintage Fund Partners, LLC, the General PartneriFiling they signed
BPBrian Peter BirkManaging Member of the General PartneriFiling they signed
CCCarlos Caraveo SanchezExecutive OfficeriFiling they signed
CFCatriona ForresterExecutive OfficeriFiling they signed
DTDrew TulchinManaging member of NM Vintage Fund Partners, LLC, which is the Issuer's general partner.iFiling they signed
JCJordan ClancyManaging member of NM Vintage Fund Partners, LLC, which is the Issuer's general partner.iFiling they signed
LMLee Michael RandManaging Member of the General PartneriFiling they signed
MFMark FisherManaging member of NM Vintage Fund Partners, LLC, which is the Issuer's general partner.iFiling they signed
MMMelissa MaMs. Ma is a manager and a managing director of each of Asia Alternatives NM Asia GP, LLC and Asia Alternatives Management LLC.iFiling they signed
MMMoises Macias MaldonaldoExecutive OfficeriFiling they signed
RXRebecca XuMs. Xu is a manager and a managing director of each of Asia Alternatives NM Asia GP, LLC and Asia Alternatives Management LLC.iFiling they signed
RHReed Handy SoehnelChief Compliance OfficeriForm ADV
SCSally CorningManaging Member of the General PartneriFiling they signed
TATania Anaya ArveaExecutive OfficeriFiling they signed
TRTravis R. SteeleExecutive officer of Abo Empire, LLC, which is a managing member of NM Vintage Fund Partners, LLC, which is the Issuer's general partner.iFiling they signed
WDWilliam D. LaFayetteMr. LaFayette is a managing director and CFO of each of Asia Alternatives NM Asia GP, LLC and Asia Alternatives Management LLC.iFiling they signed
We also hold 24 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.
What the register says
From the firm's own filings with the SEC, which it must file accurately by law
$379Massets it managesOct 2026
Registeredinvestment adviserfull reporting to the SEC
- Legal name
- SUN Mountain Capital Advisors, LLC
- SEC number
- CRD 151477
Funds on its Form ADV
11 private funds, $599M in gross assets · filed Jun 2024
Private equity 5Venture 3Private credit fund 2
- Nmsic Co-Investment Fund L.P.Venture1 investor$172M
- Mexico Ventures II Fund of Funds, L.P.Private equity6 investors$153M
- Mexico Ventures I, L.P.Private equity4 investors$57M
- Mexico Ventures III, L.P.Private equity2 investors$56M
- New Mexico Recovery Fund, L.P.Debt financing2 investors$38M
- Mexico Ventures II Direct Fund, L.P.Venture6 investors$37M
- Badger Fund of Funds I, L.P.Private equity26 investors$30M
- Sun Mountain Private Credit Fund I, L.P.Private credit fund56 investors$20M
- New Mexico Catalyst Fund, L.P.Private equity5 investors$20M
- Mexico Ventures I Annex Fund, L.P.Venture4 investors$7.5M
And 1 more on the filing.
What they claim to have backed
From their own portfolio page (on their website)
15 of 60 we have independently watched raise
AgshiftAmplificaBayotechDescarteslabsFirstcropKubofinancieroMpowertechOfiRealizedRealizedSpotahomeUbiqdVegacloudWellawareWizeline3dgsincAngelventuresArmonicatechBluestonevpCapitalindigoCerracapCometaCookiedatabaseCottonwoodDaluscapitalDeetkenimpactExagenExcelvmGerberacapitalGestaltdiagnosticsGetpulpoGreenthemetekH20capitalId90travelIdeasycapitalIngenuityventurefundIvoyJaguarvcListofinLivcapitalMatterscaleMeowwolfNazcaNxtpOnetenPc-capitalPhoenix-vpPrecisioncellsystemsRealizedRealizedRealizedRealizedRealizedRealizedRealizedRealizedRealizedRealizedRealizedRealizedand 21 more
Weaker than a round we watched, stronger than a list somebody sold us. A firm is far less willing to put a company on its own site that it never funded.
Exits from the portfolio
Companies it backed that were later bought or listed1 in all
LumidigmBought by HID GlobalUndisclosedFeb 2014
An exit counts when it came after the firm's first round in the company. From historical deal records.