Sun Mountain Capital Advisors, LLC

Fee-Only (% of Portfolio)

Sun Mountain Capital Advisors (SMCA) manages pooled investment funds that invest in venture capital, private credit, and debt financing, primarily in the U.S. and Mexico. SMCA evaluates potential investments, consults with portfolio companies, and manages the timing of investment realizations. Investment advice is provided directly to the funds, not to individual investors in the funds.

Assets Under Management$480M
Clients10
Advisors3
Avg. per Client$48M
Avg. per Advisor$160M

Fee Structure

Investment management only (planning not offered)

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.

Loading...
Location

3 Advisors at this firm

Sun Mountain Capital Advisors, LLC | TrueAdvisor