Brian Birk is a registered investment advisor at Sun Mountain Capital Advisors, LLC, based in Santa Fe, NM, with 13 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments. Their firm serves 10 clients with $480M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sun Mountain Capital Advisors (SMCA) manages pooled investment vehicles (funds) and charges these funds a management fee. The annual management fees typically range from 1% to 2% of the total capital committed or the cost of the investments. These fees are collected quarterly. Investors in fund-of-fund vehicles will have multiple fees due to fees paid at both the underlying fund level and SMCA level.
Location
527 Don Gaspar Avenue, Santa Fe, NM, 87505
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian is the managing member of Sun Mountain Capital Partners LLC, the manager of Sun Mountain Capital LLC, a partner at Sun Mountain Capital Partners (Mexico) LP, and a member of Sun Mountain Capital Partners (Mexico) GP, LLC. All four entities are investment-related and involve pooled investment vehicles, with Brian dedicating hours as needed during the working day.
Employment History
Current Registrations
Sun Mountain Capital Advisors, LLC
State Registrations1 state
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