SAGE MOUNTAIN ADVISORS, LLC
CRD #298593 SEC #801-114002 ATLANTA, GA (404) 795-8361
SEC Registered Private Funds
Total AUM
$3.4B
Discretionary
$3.4B
Employees
25
Clients
101
Accounts
174
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $3.4B | $3.4B | $433.1K | 25 | 14 |
| Feb 2025 | $3.4B | $3.4B | $433.1K | 25 | 14 |
| May 2024 | $2.2B | $2.2B | $3.8M | 22 | 7 |
| Feb 2024 | $2.2B | $2.2B | $3.8M | 22 | 7 |
| Mar 2023 | $1.5B | $1.5B | $126.3K | 20 | 1 |
| Mar 2023 | $1.5B | $1.5B | $126.3K | 20 | 1 |
| Oct 2022 | $1.4B | $1.4B | $31.6M | 15 | 5 |
| Mar 2022 | $1.4B | $1.4B | $31.6M | 15 | 5 |
| Aug 2021 | $752.8M | $752.8M | $0 | 9 | 5 |
| Jun 2021 | $752.8M | $752.8M | $0 | 9 | 5 |
| Mar 2021 | $752.8M | $752.8M | $0 | 9 | 5 |
| Jun 2020 | $422.8M | $422.8M | $0 | 7 | 8 |
| Apr 2020 | $422.8M | $422.8M | $0 | 7 | 8 |
| Mar 2020 | $422.8M | $422.8M | $0 | 7 | 8 |
| Sep 2019 | $355.3M | $355.3M | $0 | 6 | 3 |
| May 2019 | $100.3M | $100.3M | $0 | 6 | 0 |
| Jan 2019 | $100.3M | $100.3M | $0 | 6 | 0 |
| Oct 2018 | $0 | $0 | $0 | 5 | 0 |
| Sep 2018 | $0 | $0 | $0 | 5 | 0 |
| Aug 2018 | $0 | $0 | $0 | 5 | 0 |
DateJul 2025
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$433.1K
Employees25
Clients14
DateFeb 2025
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$433.1K
Employees25
Clients14
DateMay 2024
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$3.8M
Employees22
Clients7
DateFeb 2024
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$3.8M
Employees22
Clients7
DateMar 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$126.3K
Employees20
Clients1
DateMar 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$126.3K
Employees20
Clients1
DateOct 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$31.6M
Employees15
Clients5
DateMar 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$31.6M
Employees15
Clients5
DateAug 2021
Total AUM$752.8M
Discretionary$752.8M
Non-Disc.$0
Employees9
Clients5
DateJun 2021
Total AUM$752.8M
Discretionary$752.8M
Non-Disc.$0
Employees9
Clients5
DateMar 2021
Total AUM$752.8M
Discretionary$752.8M
Non-Disc.$0
Employees9
Clients5
DateJun 2020
Total AUM$422.8M
Discretionary$422.8M
Non-Disc.$0
Employees7
Clients8
DateApr 2020
Total AUM$422.8M
Discretionary$422.8M
Non-Disc.$0
Employees7
Clients8
DateMar 2020
Total AUM$422.8M
Discretionary$422.8M
Non-Disc.$0
Employees7
Clients8
DateSep 2019
Total AUM$355.3M
Discretionary$355.3M
Non-Disc.$0
Employees6
Clients3
DateMay 2019
Total AUM$100.3M
Discretionary$100.3M
Non-Disc.$0
Employees6
Clients0
DateJan 2019
Total AUM$100.3M
Discretionary$100.3M
Non-Disc.$0
Employees6
Clients0
DateOct 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateSep 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateAug 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0