Custom Programs

Custom Investment Solutions

We structure private investment programs to meet the needs of our clients, ecosystems and portfolio.

Ecosystem Creation

We develop programs focused on financial returns with the tangential benefit of ecosystem creation in overlooked or underserved geographies.

Strategic Allocation

We analyze ecosystems, identify appropriate strategies and curate private assets to meet the specific needs of each ecosystem or geography.

Unique Vantage Points

We identify companies that are innovative, creative, and able to realize long-term success through our programs – resulting in better economic outcomes.

Exposure to value creation outside the public markets

New Mexico Catalyst Fund

Fund-of-funds program funded by the U.S. Treasury’s Small State Business Credit Initiative (SSBCI), the New Mexico State Investment Council and private institutions. The strategy works with emerging managers in the State of New Mexico with a focus on establishing a new generation of professional fund managers to invest capital in the state.

Prior Fund of Funds Experience

Fund-of-funds program funded by the State of Wisconsin and private investors. The strategy involved working with emerging managers in the State of Wisconsin with a focus on establishing a new generation of professional fund managers to invest capital in the state.

Investment Advisor to the New Mexico Private Equity Investment Program, an early stage fund of funds investment program funded by New Mexico’s sovereign wealth fund. The program invested in venture capital funds who then committed to investing in promising companies located in the state. The strategy was to identify high performing regional fund managers who would commit to investing in and helping to build the start-up ecosystem in New Mexico.

New Mexico Recovery Fund

An emergency short-term loan program for medium-to-large size New Mexico businesses, that had been impacted by the COIVD-19 pandemic.  These loans were meant to help bridge the gap for companies that were profitable prior to the crisis but could not qualify for loans from the federal government, state, or private banks.

Deep credit expertise meets equity analysis

All members of the Sun Mountain team have deep experience in their respective fields, including equity investing, company management and operations, private credit, structured finance, and more.

Our People