Multi-Manager Funds

Pooled Fund Programs

Fund-of-funds programs for institutional limited partners, fostering a new generation of fund managers across underserved geographies

Diversification through manager-focused investments

Sun Mountain’s pooled funds provide the benefits of a professionally-managed, diversified portfolio with exposure to unique investment opportunities and a high level of strategic flexibility. From our fund-of-funds programs, clients can benefit from a streamlined portfolio in a highly cost-effective way.

Exposure to value creation outside the public markets

Mexico Ventures

Fund-of-funds and direct investment program created with support from the Mexican government and private investors. The strategy looks to support companies and funds active in or investing in sectors related to Mexico.

New Mexico Seed Stage Investment

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.

Why Funds-of-Funds

Diversification

Diversification is critical in investing and helps reduce risk in a portfolio. Sun Mountain’s multi-manager fund structures provide built-in diversification for investors who seek to mitigate risk.

Deep Domain Expertise

Specialists with expertise in specific alternative strategies are pooled in a single solution. Given the complexity of many such strategies, it is unlikely that a single manager has expertise across all of them.

Unique Vantage Points

Sun Mountain’s expansive network and team of specialists provide leading market intelligence, allowing Sun Mountain to identify attractive sectors, strategies and managers.

Selected Portfolio*

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Latest News & Press

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

Members of the 28th Aircraft Maintenance Squadron weapons load crew insert an inert joint air-to-surface standoff missile into a B-1B Lancer. Virtualitics October, 23, 2024
Virtualitics Secures $46 Million+ Contract to Deliver Artificial Intelligence Solutions to Increase Mission Readiness on U.S. Air Force Weapon Systems
November, 28, 2023
Meow Wolf Foundation Awards Grants to 26 New Mexico Community Organizations
November, 16, 2023
UbiQD Rolls Out New Greenhouse Product, Eyes Bigger New Mexico Manufacturing Facility
See All News & Press

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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.