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| Happy Holidays!! thanks for using AUM13F!! |
| Sage Mountain Advisors LLC
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| CRD # | 298593 |
| SEC # | 801-114002 |
| CIK # | 0001832274 |
| AUM | $3.4 B (2025-07-31) |
| Employees | 25 (64% Investors, 0% Brokers) |
| Phone | 404-795-8361 |
| Address | 945 East Paces Ferry Road NE Atlanta, GA 30326 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001832274 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Golub Capital BDC Inc | 44.4 | ||
| Microsoft Corp | 31.2 | ||
| Apple Inc | 28.1 | ||
| Nvidia Corp | 26.6 | ||
| Broadcom Inc | 22.2 | ||
| Amazon Com Inc | 15.8 | ||
| J P Morgan Chase & Co | 14.8 | ||
| Kayne Anderson BDC Inc | 14.2 | ||
| Facebook Inc | 14.1 | ||
| Copart Inc | 14.0 | ||
| Tesla Motors Inc | 11.7 | ||
| Bank of America Corp /DE/ | 8.7 | ||
| Alphabet Inc | 8.7 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Sage-Mtn Tiger Global Flagship Fund Cayman | [2022-03-25] | 8.0 | 5.7 |
| HF | Sage-Mtn Tiger Global Flagship Fund Onshore LP | [2022-03-25] | 26.8 | 19.3 |
| VC | Sage-Mtn Tiger Global PIP 15 Access Fund LP | [2022-03-25] | 9.2 | 6.3 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16 | 0.0 |
| (b) Individuals (high net worth individuals) | 154 | 3.1 |
| (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 | 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 | 174 | 3.4 |
| By Discretionary | ||
| Discretionary | 170 | 3.4 |
| Non-Discretionary | 4 | 0.0 |
| Total | 174 | 3.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.4 | |
| Total | 174 | 3.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Sage-Mtn Tiger Global Flagship Fund Cayman GP LLC | 1 | ||
| Sage-Mtn Tiger Global Flagship Fund Onshore GP LLC | 1 | ||
| Anthony Cox | 1 | ||
| Sage-Mtn Tiger Global PIP 15 Access GP LLC | 1 | ||
| Whitney Imeraj | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001832274] |
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|---|---|---|
|
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✚
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NC | 3.9 |
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1607 Capital Partners LLC
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VA | 3.8 |
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3.4 | |
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KY | 3.3 |
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Easterly Investment Partners LLC
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MA | 3.1 |
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Alpha Cubed Investments LLC
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CA | 3.0 |
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Cohen Klingenstein LLC
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NY | 3.0 |
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Acorn Advisory Capital LP
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NY | 2.9 |
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Staley Capital Advisers Inc
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PA | 2.9 |
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Calydon Capital LLC
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TN | 2.9 |