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Sun Mountain Partners, LLC registers with the SEC
New SEC-registered adviser · CRD 290560 · 801-136947 · effective 2026-08-05
Effective 2026-08-05. 1 employee (1 advisory), $187M regulatory AUM across 15 accounts. Advises private funds. Notice-filed in MA. Limited Liability Company (MA).
Advises private fundsHas custodyPerformance fees
Contact (from the filing)
The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.
Who this is for
- Compliance consulting
- RIA software (CRM, portfolio, billing)
- Fund administration & audit
- Custodian / clearing
- Archiving & surveillance
- Cybersecurity / managed IT
- E&O insurance