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RIA / WealthAdvisor17 years in industry

LEE MICHAEL RAND

Advisor at SUN MOUNTAIN CAPITAL ADVISORS, LLC

SANTA FE, NM

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a593ceaa-c2cb-11fe-1325-eaa8ad3bc70f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 2
Observed: Jan 1, 2009 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

LEE Michael Rand

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

LEE Michael Rand

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SUN MOUNTAIN CAPITAL ADVISORS, LLC
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Aug 3, 2013
Dual registered: no
IAPD individual key: 5857152

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SUN MOUNTAIN CAPITAL ADVISORS, LLC	Asset manager	Aug 5, 2013	n/a	yes	SANTA FE, NM	Current employment

Relationships

Registered with (1)

→ SUN MOUNTAIN CAPITAL ADVISORS, LLCRegistered adviserregistration: current employment
Aug 5, 2013 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a593ceaa-c2cb-11fe-1325-eaa8ad3bc70f
First observed: Jan 1, 2009
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LEE MICHAEL RAND

Advisor at SUN MOUNTAIN CAPITAL ADVISORS, LLC

SANTA FE, NM

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a593ceaa-c2cb-11fe-1325-eaa8ad3bc70f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:12 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

SUN MOUNTAIN CAPITAL ADVISORS, LLC

Asset manager

Aug 5, 2013

n/a

yes

SANTA FE, NM

Current employment