Sage Mountain Advisors LLC

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Assets, Funds, Holdings

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Sage Mountain Advisors LLC
CRD #298593
SEC #801-114002
CIK #0001832274
AUM $2.2 BB (2024-05-10)
Employees 22 (55% Investors, 0% Brokers)
Phone404-795-8361
Address945 East Paces Ferry Road NE
Atlanta, GA 30326
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
3.02.41.81.20.60.02009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
GBDC 2,213.1 26.2
AAPL 2,382,844.0 22.7
MSFT 1,918,222.4 22.6
CPRT 25,870.7 15.4
NVDA 399,550.0 13.4
AVGO 201,282.9 11.3
BAC 278,315.2 10.5
AMZN 1,092,997.8 9.9
JPM 340,169.2 9.4
GOOGL 1,475,138.5 7.2
View All
Holdings by Sector ($MM)
110088066044022002020202120232025
Type Form D Funds Date Sold ($MM) AUM ($MM)
HF Sage-Mtn Tiger Global Flagship Fund Cayman [2022-03-25] 8.0 5.6
HF Sage-Mtn Tiger Global Flagship Fund Onshore LP [2022-03-25] 26.8 19.7
VC Sage-Mtn Tiger Global PIP 15 Access Fund LP [2022-03-25] 9.2 6.3
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 20 0.0
(b) Individuals (high net worth individuals) 124 2.1
(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 2 0.0
(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 149 2.2
By Discretionary
Discretionary 146 2.2
Non-Discretionary 3 0.0
Total 149 2.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 2.2
Total 149 2.2
Form D Directors # Filings # Firms 2011 - 2024
Sage-Mtn Tiger Global Flagship Fund Onshore GP LLC 1
Sage-Mtn Tiger Global PIP 15 Access GP LLC 1
Anthony Cox 1
Whitney Imeraj 1
Sage-Mtn Tiger Global Flagship Fund Cayman GP LLC 1
EDGAR Form CIK 2011 - 2024
13F-HR [0001832274]
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