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| Sage Mountain Advisors LLC
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| CRD # | 298593 |
| SEC # | 801-114002 |
| CIK # | 0001832274 |
| AUM | 4,286.8 M (2026-03-17) |
| Employees | 31 (65% Investors, 0% Brokers) |
| Phone | 404-795-8361 |
| Address | 945 East Paces Ferry Road NE Atlanta, GA 30326 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Golub Capital BDC Inc | 47.6 | ||
| Broadcom Inc | 10.2 | ||
| J P Morgan Chase & Co | 8.7 | ||
| Apple Inc | 8.3 | ||
| Tesla Motors Inc | 8.1 | ||
| Copart Inc | 7.5 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Sage-MTN Tiger Global Flagship Fund Cayman | [2022-03-25] | 8.0 M | 5.6 M |
| Offered $10,000,000 · Filed 2023-03-01 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining $1,975,000 · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Sage-MTN Tiger Global Flagship Fund Onshore LP | [2022-03-25] | 26.8 M | 19.1 M |
| Filed 2023-03-23 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| VC | Sage-MTN Tiger Global PIP 15 Access Fund LP | [2022-03-25] | 9.2 M | 6.4 M |
| Offered $10,000,000 · Filed 2023-02-17 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining $775,000 · Duration More than one year · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 25 | 0.0 |
| (b) Individuals (high net worth individuals) | 161 | 4.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 193 | 4.3 |
| By Discretionary | ||
| Discretionary | 187 | 4.3 |
| Non-Discretionary | 6 | 0.0 |
| Total | 193 | 4.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.3 | |
| Total | 193 | 4.3 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Anthony Cox | Director | 1 | 1 | |
| Whitney Imeraj | Director | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001832274] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 13 |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
| Comparable Firms | State | AUM |
|---|---|---|
|
Templeton Investment Counsel LLC
✚
|
FL | 4,611.6 M |
|
Castleark Management LLC
✚
|
IL | 4,585.5 M |
|
Franklin Street Advisors Inc
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|
NC | 4,530.3 M |
|
Marsico Capital Management LLC
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|
CO | 4,262.1 M |
|
Martingale Asset Management LP
✚
|
MA | 4,177.1 M |
|
Copeland Capital Management LLC
✚
|
PA | 4,063.2 M |
|
Intermede Investment Partners Limited
✚
|
3,994.0 M | |
|
Stenham Asset Management Limited
✚
|
3,956.4 M | |
|
Forza Investment Group LP
✚
|
NJ | 3,937.1 M |
|
SB Value Partners LP
✚
|
TX | 3,890.4 M |