Active
SUN MOUNTAIN CAPITAL ADVISORS, LLC
Investment Advice|SANTA FE, NM
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$479M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 479.0M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 151477 |
| SEC Number | 801-72312 |
| Street Address | 527 DON GASPAR AVENUE |
| Location | SANTA FE, NM 87505 |
| Country | United States |
| Phone | 505-780-4218 |
| Fax | 505-780-4219 |
| Total Employees | 8 |
Client Count by Type (10 Total)
| Category | Value |
|---|---|
| Pooled Investment Vehicle… | 10 |
Community Partners
CITY OF GRANTS
CITY OF SANTA FE
COUNTY OF CIBOLA
VILLAGE OF MILAN
CITY OF GRANTS
CITY OF SANTA FE
COUNTY OF CIBOLA
VILLAGE OF MILAN
CITY OF GRANTS
CITY OF SANTA FE
COUNTY OF CIBOLA
VILLAGE OF MILAN
Municipal Government
4 Active
4
Organizations
ACEQUA OJO DEL GALLO
BIBO IRRIGATION DITCH SYSTEM
BLUEWATER TOLTEC IRRIGATION DISTRICT
BLUEWATER WATER AND SANITATION DISTRICT
CEBOLLETA LAND GRANT
CUBERO FIRE DEPT
CUBERO LAND GRANT COMMUNITY
LAVA SOIL AND WATER CONSERVATION DISTRICT
MURRAY ACRES IRRIGATION DITCH ASSOCIATION
RIO SAN JOSE DITCH ASSOCIATION
RIO SAN JOSE FLOOD CONTROL DISTRICT
SAN MATEO MUTUAL DOMESTIC WATER CONSUMERS ASSOCIATION
SAN RAFAEL WATER AND SANITATION DISTRICT
SEBOYETTA IRRIGATION DITCH SYSTEM
ACEQUA OJO DEL GALLO
BIBO IRRIGATION DITCH SYSTEM
BLUEWATER TOLTEC IRRIGATION DISTRICT
BLUEWATER WATER AND SANITATION DISTRICT
CEBOLLETA LAND GRANT
CUBERO FIRE DEPT
CUBERO LAND GRANT COMMUNITY
LAVA SOIL AND WATER CONSERVATION DISTRICT
MURRAY ACRES IRRIGATION DITCH ASSOCIATION
RIO SAN JOSE DITCH ASSOCIATION
RIO SAN JOSE FLOOD CONTROL DISTRICT
SAN MATEO MUTUAL DOMESTIC WATER CONSUMERS ASSOCIATION
SAN RAFAEL WATER AND SANITATION DISTRICT
SEBOYETTA IRRIGATION DITCH SYSTEM
ACEQUA OJO DEL GALLO
BIBO IRRIGATION DITCH SYSTEM
BLUEWATER TOLTEC IRRIGATION DISTRICT
BLUEWATER WATER AND SANITATION DISTRICT
CEBOLLETA LAND GRANT
CUBERO FIRE DEPT
CUBERO LAND GRANT COMMUNITY
LAVA SOIL AND WATER CONSERVATION DISTRICT
MURRAY ACRES IRRIGATION DITCH ASSOCIATION
RIO SAN JOSE DITCH ASSOCIATION
RIO SAN JOSE FLOOD CONTROL DISTRICT
SAN MATEO MUTUAL DOMESTIC WATER CONSUMERS ASSOCIATION
SAN RAFAEL WATER AND SANITATION DISTRICT
SEBOYETTA IRRIGATION DITCH SYSTEM
Special District
14 Active
14
Organizations
GRANTS-CIBOLA COUNTY SCHOOLS
MONTE DEL SOL CHARTER SCHOOL
POJOAQUE VALLEY SCHOOL DISTRICT
SANTA FE COMMUNITY COLLEGE
TIERRA ENCANTADA CHARTER HIGH SCHOOL
TURQUOISE TRAIL ELEMENTARY SCHOOL
GRANTS-CIBOLA COUNTY SCHOOLS
MONTE DEL SOL CHARTER SCHOOL
POJOAQUE VALLEY SCHOOL DISTRICT
SANTA FE COMMUNITY COLLEGE
TIERRA ENCANTADA CHARTER HIGH SCHOOL
TURQUOISE TRAIL ELEMENTARY SCHOOL
GRANTS-CIBOLA COUNTY SCHOOLS
MONTE DEL SOL CHARTER SCHOOL
POJOAQUE VALLEY SCHOOL DISTRICT
SANTA FE COMMUNITY COLLEGE
TIERRA ENCANTADA CHARTER HIGH SCHOOL
TURQUOISE TRAIL ELEMENTARY SCHOOL
School District
6 Active
6
Organizations
2030 INC
350 SANTA FE EDUCATION INC
350 SANTA FE INC
483RD BOMBARDMENT GROUP LEGACY FUND
4-CORNERS REGIONAL SCIENCE & ENGINEERING FAIR
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4 LANES 4 JESUS MINISTRIES
6350 Aviation inc
718 TRUCHAS CHAPTER OF TROUT UNLIMITED
ABRAZOS COMMUNITY HEALING CENTER
ACADEMIC SOCIAL INNOVATION
ACADEMY FOR THE LOVE OF
ACEQUIA LARGA DE JACONA
ACEQUIA MADRE HOUSE
ACEQUIA MADRE PTC INC
A CHANCE OF A LIFETIME
ACOUSTIC ECOLOGY INSTITUTE
ADAPTIVE SPORTS PROGRAM NEW MEXICO, INC
ADOBE ROSE THEATRE
2030 INC
350 SANTA FE EDUCATION INC
350 SANTA FE INC
483RD BOMBARDMENT GROUP LEGACY FUND
4-CORNERS REGIONAL SCIENCE & ENGINEERING FAIR
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4 LANES 4 JESUS MINISTRIES
6350 Aviation inc
718 TRUCHAS CHAPTER OF TROUT UNLIMITED
ABRAZOS COMMUNITY HEALING CENTER
ACADEMIC SOCIAL INNOVATION
ACADEMY FOR THE LOVE OF
ACEQUIA LARGA DE JACONA
ACEQUIA MADRE HOUSE
ACEQUIA MADRE PTC INC
A CHANCE OF A LIFETIME
ACOUSTIC ECOLOGY INSTITUTE
ADAPTIVE SPORTS PROGRAM NEW MEXICO, INC
ADOBE ROSE THEATRE
2030 INC
350 SANTA FE EDUCATION INC
350 SANTA FE INC
483RD BOMBARDMENT GROUP LEGACY FUND
4-CORNERS REGIONAL SCIENCE & ENGINEERING FAIR
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4 LANES 4 JESUS MINISTRIES
6350 Aviation inc
718 TRUCHAS CHAPTER OF TROUT UNLIMITED
ABRAZOS COMMUNITY HEALING CENTER
ACADEMIC SOCIAL INNOVATION
ACADEMY FOR THE LOVE OF
ACEQUIA LARGA DE JACONA
ACEQUIA MADRE HOUSE
ACEQUIA MADRE PTC INC
A CHANCE OF A LIFETIME
ACOUSTIC ECOLOGY INSTITUTE
ADAPTIVE SPORTS PROGRAM NEW MEXICO, INC
ADOBE ROSE THEATRE
Nonprofit Organization
1618 Active
1618
Organizations
Community Partners74 organizations
VILLAGE OF MILAN
Municipal Government·MILAN
ACEQUA OJO DEL GALLO
Special District·SAN RAFAEL
BIBO IRRIGATION DITCH SYSTEM
Special District·SANTA FE
BLUEWATER TOLTEC IRRIGATION DISTRICT
Special District·MILAN
CEBOLLETA LAND GRANT
Special District·SEBOYETA
CUBERO FIRE DEPT
Special District·CUBERO
CUBERO LAND GRANT COMMUNITY
Special District·CUBERO
LAVA SOIL AND WATER CONSERVATION DISTRICT
Special District·GRANTS
MURRAY ACRES IRRIGATION DITCH ASSOCIATION
Special District·MILAN
RIO SAN JOSE DITCH ASSOCIATION
Special District·GRANTS
RIO SAN JOSE FLOOD CONTROL DISTRICT
Special District·GRANTS
SAN MATEO MUTUAL DOMESTIC WATER CONSUMERS ASSOCIATION
Special District·MILAN
SAN RAFAEL WATER AND SANITATION DISTRICT
Special District·SAN RAFAEL
SEBOYETTA IRRIGATION DITCH SYSTEM
Special District·SANTA FE
GRANTS-CIBOLA COUNTY SCHOOLS
School District·GRANTS
MONTE DEL SOL CHARTER SCHOOL
School District·SANTA FE
SANTA FE COMMUNITY COLLEGE
School District·SANTA FE
TIERRA ENCANTADA CHARTER HIGH SCHOOL
School District·SANTA FE
TURQUOISE TRAIL ELEMENTARY SCHOOL
School District·SANTA FE
2030 INC
Nonprofit Organization·SANTA FE
350 SANTA FE EDUCATION INC
Nonprofit Organization·Santa Fe
350 SANTA FE INC
Nonprofit Organization·Santa Fe
483RD BOMBARDMENT GROUP LEGACY FUND
Nonprofit Organization·Santa Fe
4-CORNERS REGIONAL SCIENCE & ENGINEERING FAIR
Nonprofit Organization·Grants
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Grants
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Grants
4 LANES 4 JESUS MINISTRIES
Nonprofit Organization·Grants
6350 Aviation inc
Nonprofit Organization·Santa Fe
718 TRUCHAS CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·SANTA FE
ABRAZOS COMMUNITY HEALING CENTER
Nonprofit Organization·Santa Fe
ACADEMIC SOCIAL INNOVATION
Nonprofit Organization·Santa Fe
ACADEMY FOR THE LOVE OF
Nonprofit Organization·SANTA FE
ACEQUIA LARGA DE JACONA
Nonprofit Organization·Santa Fe
ACEQUIA MADRE HOUSE
Nonprofit Organization·SANTA FE
ACEQUIA MADRE PTC INC
Nonprofit Organization·SANTA FE
A CHANCE OF A LIFETIME
Nonprofit Organization·SANTA FE
ACOUSTIC ECOLOGY INSTITUTE
Nonprofit Organization·Santa Fe
ADAPTIVE SPORTS PROGRAM NEW MEXICO, INC
Nonprofit Organization·SANTA FE
ADOBE ROSE THEATRE
Nonprofit Organization·SANTA FE
ADVANCED CANCER THERAPY FOUNDATION
Nonprofit Organization·Santa Fe
ADVENTURE 4 ALL
Nonprofit Organization·Santa Fe
AFREEKA SANTA FE
Nonprofit Organization·Santa Fe
AGLOW INTERNATIONAL
Nonprofit Organization·Santa Fe
AGUA FRIA COMMUNITY WATER SYSTEM ASSOCIATION
Nonprofit Organization·SANTA FE
AHAVAT SHALOM
Nonprofit Organization·Santa Fe
AIKIDO ARTS CENTER
Nonprofit Organization·SANTA FE
ALCHEMY DESIGN PROJECT
Nonprofit Organization·SANTA FE
ALERT CITIZENS FOR ENVIRONMENTAL SAFETY-HUDSPETH DIRECTIVE FOR CONS
Nonprofit Organization·Santa Fe
ALEXS HOUSE
Nonprofit Organization·SANTA FE
ALICE KING FAMILY CENTER
Nonprofit Organization·Santa Fe
ALL ABOUT THE DOGS SFNM
Nonprofit Organization·SANTA FE
Allan Houser Foundation
Nonprofit Organization·Santa Fe
ALL CREATURES MEMORIAL PARK
Nonprofit Organization·SANTA FE
ALLIANCE FOR LOCAL ECONOMIC PROSPERITY
Nonprofit Organization·SANTA FE
ALLIANCE FOR NUCLEAR ACCOUNTABILITY
Nonprofit Organization·Santa Fe
ALLIANCE FOR THE EARTH
Nonprofit Organization·SANTA FE
ALL SPECIES PROJECT INCORPORATED
Nonprofit Organization·SANTA FE
ALTERNATIVE TO VIOLENCE PROJECT
Nonprofit Organization·Santa Fe
ALWAYS AMANDA
Nonprofit Organization·Santa Fe
AMADO AND JB PENA
Nonprofit Organization·SANTA FE
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Santa Fe
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Santa Fe
AMERICAN ART THERAPY ASSOCIATION
Nonprofit Organization·Santa Fe
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
Nonprofit Organization·Santa Fe
AMERICAN CHEMICAL SOCIETY
Nonprofit Organization·SANTA FE
AMERICAN COMMONS MEDIA
Nonprofit Organization·Santa Fe
AMERICAN FEDERATION OF LABOR & CONGRESS OF INDUSTRIAL ORGS
Nonprofit Organization·Santa Fe
AMERICAN FEDERATION OF STATE COUNTY AND
Nonprofit Organization·SANTA FE
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·GRANTS