# Second Mountain Financial

Second Mountain Financial is an Asset Manager based in Redondo Beach, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Redondo Beach, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** secondmountain.com
- **LinkedIn:** https://www.linkedin.com/company/bryan-ellis-8479a84

## Regulatory record

- **CRD number:** 152493
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/152493

## About

SECOND MOUNTAIN FINANCIAL, INC. is a state-registered investment adviser in REDONDO BEACH, CA. The firm manages approximately $37 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Real Estate
- Energy Transition & Renewables
- Private Credit
- Secondaries & Special Situations

## People

- Michael Sonnenfeldt — Founder and Chairman

## Questions

### Who makes investment decisions at Second Mountain Financial?

Michael Sonnenfeldt, the founder and chairman, leads investment decisions. He draws on a network of Tiger 21 members — many of whom are former founders and operators with domain expertise — to evaluate opportunities. The firm does not publish the names of additional investment committee members.

### How does Second Mountain source its investment opportunities?

Second Mountain's deal flow originates primarily through the 1,000-plus members of Tiger 21, the peer network Sonnenfeldt founded in 1999. Members often bring businesses they own or deals they have accessed to the platform. This gives the firm a sourcing channel that is difficult for outside managers to replicate.

### What is the relationship between Second Mountain Financial and Tiger 21?

Michael Sonnenfeldt founded both entities. Tiger 21 is a peer-membership organization for ultra-high-net-worth investors; Second Mountain is a separate investment platform that offers Tiger 21 members access to private-market deals. The two share a common founder and overlapping network but maintain distinct legal and operational structures.

### What asset classes does Second Mountain target?

The firm focuses on commercial real estate, energy transition infrastructure, private credit, and secondary-market special situations. Sonnenfeldt has publicly identified climate and sustainability as a key investment theme, channeling capital into renewable energy project finance alongside traditional real estate acquisitions.

## Related profiles

- [Asesoria Financiera Independiente](https://altss.com/profile/asesoria-financiera-independiente-inc)
- [H I Management Services](https://altss.com/profile/h-i-management-services-inc)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/second-mountain-financial-inc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology