Sun Mountain Partners, LLC
Firm details
- Headquarters
- ,
- CRD number
- 290560
- Registered since
- August 5, 2026
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Sun Mountain Partners, LLC is organized as an individual-owned limited liability company that operates hedge fund strategies for institutional clients. The firm is SEC-registered (2026) and is classified as a hedge fund manager that provides portfolio management for pooled investment vehicles. It reports business activity as a CPO or CTA, indicating the firm operates or advises commodity/derivatives pools or trading strategies rather than acting primarily as a third-party allocator. Fee terms include a percentage-of-assets component plus performance-based fees. The firm identifies as not incorporating ESG factors and is not set up as a multi-state adviser, pension consultant, or related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Christian Solberg
Managing MemberCRD 6869774
William Thorndike
Managing PartnerCRD 5073608
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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