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, SEC-registered RIA formed in 2018 that serves both individual/family and institutional clients. The firm describes itself as a capital allocator and offers a mix of financial planning, discretionary portfolio management for individuals, businesses and pooled vehicles, and selection of other advisers. It also sponsors and serves as a general partner/managing member of pooled investment vehicles. Fee arrangements include percentage-of-AUM, fixed fees and other fee types. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 273Active vs passive
$1.6B in ETFs
76%
$1.2B
24%
$372M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JANUS HENDERSON AAA CLO ETF (JAAA) | Janus Henderson | Active | Ultrashort Bond | $283M | 5,596,571 | 18.17% |
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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