Investor Type | Firm |
Type of Fund | Venture Capital Fund |
Industries | Software (Web Marketplace Saas..) • Other • Businesses Solutions • Hardware (& Manufacturing) • HealthTech (& Fitness) • Healthcare (& Wellness) |
Stages | Expansion, MBO/LBO, Turnaround, Acquisition, Special Situations, Corporate Divestiture |
Investing | United States |
Investment Range | $300,000,000 |
Assets Under Management | $13,000,000,000 |
Sun Mountain Capital LLC is an asset management firm based in Santa Fe, New Mexico, with a focus on venture capital and private credit investments. Established in 2006, they have developed a broad expertise across both domains, distinguishing themselves through their involvement in direct equity, private credit, pooled fund programs, and customized investment solutions tailored to local economies. With a significant asset under management totaling $13 billion, their diversified investment approach spans from early-stage Seed and Series A to expansion stage growth companies. Specializing in a hybrid approach, they cater to a wide spectrum of alternative asset financing needs including debt, equity, and mezzanine instruments. Sun Mountain Capital's specialty lies in Expansion, MBO/LBO, Turnaround, Acquisition, and Special Situations, emphasizing Corporate Divestiture with a minimum investment threshold of $300 million. Their investment strategy is innovative and extends beyond conventional practices, venturing outside of crowded markets like Silicon Valley to tap into new opportunities. They aim to offer a broad selection of investment programs to foster vibrant economies in underserved regions, deploying diversified strategies from venture to debt and offering diversified programs through Direct & Multi-Manager investments. This generates a network of mutually-beneficial partnerships with GPs, LPs, entrepreneurs, and within local communities. Notably, the Sun Mountain team brings deep experience in their respective fields, including equity investing, company management and operations, private credit, structured finance, and more. As a Venture Capital Fund, they discover, validate, and unlock value from different vantage points and have established over 100+ GP relationships as LPs or co-investors.