Lee Rand is a registered investment advisor at Sun Mountain Capital Advisors, LLC, based in Santa Fe, NM, with 12 years of industry experience. Lee 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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Lee is involved with several investment-related entities under the Sun Mountain Capital umbrella, including serving as a member and director for various pooled investment vehicles and portfolio companies since 2009. Lee dedicates hours as needed during the workday to these activities.
Employment History
Current Registrations
Sun Mountain Capital Advisors, LLC
State Registrations1 state
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