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Building 2SUN MOUNTAIN CAPITAL ADVISORS, LLC

Map pinSANTA FE, NM
Phone505-780-4218
NotebookSEC #801-72312
Total AUM
$378.7M
Employees
7
Clients
9

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
527 DON GASPAR AVENUE
SANTA FE
NM 87505
United States
Operating Hours
8 AM- 5 PM
Monday - Friday
Phone
505-780-4218
Other Offices
3

ReceiptFinancials

Total AUM
$378.7M
Accounts
9
Discretionary
$378.7M
Accounts
9
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
9
AUM
$378.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NMWA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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