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.

Wisconsin Seed Stage Investment

Fund-of-funds program funded by the State of Wisconsin Department of Administration and private investors. The strategy works 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.

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

Latest News & Media

Select announcements from the Sun Mountain team, our partners, and our portfolio.

October, 26, 2022
Virtualitics Acknowledged for AI-Driven 3D Technologies That Break New Ground in Data Analysis
May, 29, 2018
The rise of Mexico’s high tech entrepreneurial generation
April, 07, 2020
SIC ratifies $100M New Mexico recovery fund
See All News & Media

Innovation is everywhere.
We fund it.

Broad expertise. Cross-strategy solutions. Sustainable outcomes.

Let’s Get Started

*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 12/31/2022, excluding certain companies due to a pre-existing non-disclosure agreement. The investment portfolio is listed for illustrative purposes only. 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.