Wealth Manager
    SEC Registered
    Manages Private Funds

    Sage Mountain Advisors, LLC

    Registered investment advisor · Atlanta, Georgia · CRD #298593

    Assets Under Management
    $4.3B
    Client Accounts
    193
    Employees
    31
    CRD Number
    298593
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Sage Mountain Advisors, LLC

    Sage Mountain Advisors, LLC is an investment advisory firm founded in 2018, offering tailored services to high-net-worth clients, active in private equity, private debt, and secondaries. The firm is based in Atlanta, Georgia.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Sage Mountain Advisors, LLC

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    Frequently Asked Questions

    What is Sage Mountain Advisors, LLC's AUM?

    Sage Mountain Advisors, LLC reports approximately $4.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Sage Mountain Advisors, LLC headquartered?

    Sage Mountain Advisors, LLC is headquartered in Atlanta, Georgia.

    What is Sage Mountain Advisors, LLC's CRD number?

    Sage Mountain Advisors, LLC's CRD number is 298593. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Sage Mountain Advisors, LLC manage?

    Sage Mountain Advisors, LLC manages approximately 193 client accounts according to its latest SEC filing.

    Is Sage Mountain Advisors, LLC SEC registered?

    Yes, Sage Mountain Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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