SUN MOUNTAIN PARTNERS, LLC
Adviser information for SUN MOUNTAIN PARTNERS, LLC last updated from Form ADV on March 21st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
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Fiscal Year End | DECEMBER |
Legal Location | Massachusetts, United States |
Employees
Total Number of Employees | 0 |
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Investment Advisory/Research | 0 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 0 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | No |
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Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 0 | $0 |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | – |
---|---|
Compensation | – |
Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
SEC RIA File Number | 802-120754 |
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SEC ERA File Number | 802-120754 |
SEC CIK Numbers | None |
SEC CRD Numbers | 290560 |
Legal Entity Identifier | None |
Principal Office
185 PLEASANT STREETUNIT 1
BROOKLINE
MA
United States
Monday - Friday, 9 AM - 5 PM
Tel: 914-806-6072, Fax: None
Chief Compliance Officer
CHRISTIAN R. SOLBERG
MANAGER
185 PLEASANT STREET
UNIT 1
BROOKLINE
MA
United States
Tel:
914-806-6072
C*******@**********************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
SUN MOUNTAIN FUND, LP | Hedge Fund | $11.5M | $1.0M | 4 |
SUN MOUNTAIN INVESTORS, LP - SERIES I | Hedge Fund | $19.5M | $0.5M | 9 |
SUN MOUNTAIN INVESTORS, LP - SERIES II | Hedge Fund | $13.2M | $0.5M | 11 |
SUN MOUNTAIN INVESTORS, LP - SERIES III | Hedge Fund | $0.7M | $0.5M | 9 |
SUN MOUNTAIN INVESTORS, LP - SERIES IV | Hedge Fund | $1.9M | $0.5M | 7 |
SUN MOUNTAIN INVESTORS, LP - SERIES IX | Hedge Fund | $3.9M | $0.5M | 4 |
SUN MOUNTAIN INVESTORS, LP - SERIES V | Hedge Fund | $14.7M | $0.5M | 7 |
SUN MOUNTAIN INVESTORS, LP - SERIES VI | Hedge Fund | $8.8M | $0.5M | 12 |
SUN MOUNTAIN INVESTORS, LP - SERIES VII | Hedge Fund | $5.5M | $0.5M | 9 |
SUN MOUNTAIN INVESTORS, LP - SERIES VIII | Hedge Fund | $6.2M | $0.5M | 12 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
Solberg, Christian, Richard | Individual | – | MANAGER | 09/2017 | 50-75% |
THORNDIKE, WILLIAM, N | Individual | – | MEMBER | 06/2018 | 50-75% |