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*The investment portfolio shown represents all of the direct equity investments, direct lending investments and portfolio fund managers of the funds managed by Sun Mountain Capital Advisors, LLC as of 3/1/2024, excluding certain companies due to a pre-existing non-disclosure agreement. The investment portfolio is listed for illustrative purposes only. Sun Mountain was not involved in the authorship or development of any article linked on this page. Nothing on this website is intended to constitute (i) an offer, or solicitation of an offer, to purchase or sell any security, other asset or service, (ii) investment, legal, business or tax advice or an offer to provide such advice, or (iii) a basis for making any investment decision. The viewer should not assume that an investment in the identified investments were or will be profitable. Past performance is not indicative of future results and there can be no assurance that any fund will achieve comparable results or that any future investments will be profitable. Any forward-looking statements are based upon assumptions that may not prove to be correct. There is no obligation for the firm to update or alter any forward-looking statements, whether because of new information, future events, or otherwise.
