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SUN MOUNTAIN PARTNERS, LLC

· CRD 290560 · IAPD ↗ · sunmountainpartners.com · 914-806-6072

$187.2MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
15Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

80
September 2026 — SUN MOUNTAIN PARTNERS, LLC (location n/a) is newly SEC-registered with $187.2M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.