The SAGE MOUNTAIN ADVISORS is a privately held investment adviser that advises $4.29Bn in regulatory assets under management held in 2 SEC fund types across 2 investment strategies. SAGE MOUNTAIN ADVISORS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 469.99% over the last 5-years.
The Group has been registered with the SEC for 7.87 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 945 EAST PACES FERRY ROAD NE SUITE 2660, ATLANTA, GEORGIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 31 employees comprised of 20 investment and 11 non-investment staff. The total number of Employees increased by 244.44% over the last 5-years.
Their $4.29Bn in assets advised are owned by 3 private funds, 0 public funds and BDCs and 4 other accounts. Assets of High Net Worth Individuals clients own $4.02Bn or 93.7% of Total Assets and Charitable Organizations own $234.19mn or 5.46% of Total Assets.
The Group's top investment strategies include Multi Strat and Traditional LBO, representing 79.48% and 20.52% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Charitable Organizations.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
SAGE MOUNTAIN ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.