Sage Mountain Advisors, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 298593
- Registered since
- September 18, 2018
- Website
- www.sagemountainadvisors.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI93.79%
- Charitable Organizations5.46%
- Pooled Investment Vehicles0.63%
- Individuals0.12%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Sage Mountain Advisors, LLC is an independent registered investment adviser organized as an LLC that provides wealth management and advisory services to both individuals/families and institutional clients. The firm is SEC-registered (registration year 2018) and describes itself as a capital allocator that offers financial planning, portfolio management across individual, pooled vehicle and institutional mandates, and the selection of sub‑advisers. Fee arrangements include percentage-of-AUM, fixed fees and other fee structures. The firm does not position itself as an ESG-focused manager.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds55%
- Exchange Traded Equities16%
- State & Local Bonds15%
- Private Funds13%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 266Active vs passive
$1.6B in ETFs
77%
$1.2B
23%
$364M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JANUS HENDERSON AAA CLO ETF (JAAA) | Janus Henderson | Active | Ultrashort Bond | $274M | 5,438,759 | 17.47% |
Location
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 945 E Paces Ferry Rd Ne
- Time zone
- ET (UTC-5)
- Office locations
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