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 and operating since 2018. The firm identifies itself as a capital allocator that serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management across individual, pooled and institutional mandates, and the selection of third‑party advisers. The firm also sponsors and serves as a general partner/managing member of pooled investment vehicles. Fee arrangements include assets‑under‑management fees, fixed fees and other fee structures. Sage Mountain does not describe itself as an active ESG investor.
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
3 of 4
Andrea Imeraj
Partner, COO/CCOCRD 5373732
Scott Neu
Co-Founder & CEOCRD 4262666
Anthony Cox
President, Chief Investment OfficerCRD 5704030
Contacts
3 of 19
David Pence
Senior Client Service AssociateCRD 7166168
Ryan Kittrell
Director of Financial PlanningCRD 5758682
Timothy Byerly
Wealth AdvisorCRD 6744090
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 271Active vs passive
$1.4B in ETFs
75%
$1B
24%
$341M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JANUS HENDERSON AAA CLO ETF (JAAA) | Janus Henderson | Active | Ultrashort Bond | $260M | 5,170,765 | 18.87% |
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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