Advisory

Sun Mountain Capital has experience in every aspect of establishing and managing private equity programs and we believe that a client centric approach is critical to the success of our advisory services.  The Sun Mountain team works closely and collaboratively as partners with program sponsors, defining key program goals, crafting an investment strategy, and providing a tailored set of services to ensure those goals are met. This approach has led to outstanding results for the programs we manage.

Protecting our clients’ capital while earning strong returns is Sun Mountain’s top priority.  We believe that by selecting the best funds – vetted by rigorous due diligence, tracked through vigilant monitoring, and diversified by strategy and sector – we can create top tier financial returns and minimize the risk of loss.

Sun Mountain’s advisory services provide clients with the highest level of service and attention.  This attention means that we will provide flexible and fully customized client service.  These services include the day to day involvement of Sun Mountain’s senior investment personnel, interactions with  client staff as frequently as desired, and an approach to sourcing funds that will be customized to meet the unique needs of the program sponsor.

Sun Mountain’s investment professionals have worked in private equity both on the buy and sell sides in New York, San Francisco, Los Angeles, Chicago, and Dallas before locating in Santa Fe.  Strengthened further by our world class Advisory Board, Sun Mountain has the experience and access necessary to successfully execute advisory mandates.