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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERNSTEIN, DANIEL, ADAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COX, ANTHONY, JOHN | I | CHIEF INVESTMENT OFFICER AND MEMBER | NA | Control |
| COX, ANTHONY, JOHN | I | CHIEF INVESTMENT OFFICER AND MEMBER | NA | Control |
| COX, ANTHONY, JOHN | I | PRESIDENT, CHIEF INVESTMENT OFFICER AND MEMBER | NA | Control |
| COX, ANTHONY, JOHN | I | PRESIDENT, CHIEF INVESTMENT OFFICER AND MEMBER | NA | Control |
| COX, ANTHONY, JOHN | I | PRESIDENT, CHIEF INVESTMENT OFFICER AND MEMBER | NA | Control |
| COX, ANTHONY, JOHN | I | PRESIDENT, CHIEF INVESTMENT OFFICER AND MEMBER | NA | Control |
| COX, ANTHONY, JOHN | I | PRESIDENT, CHIEF INVESTMENT OFFICER AND MEMBER | NA | Control |
| COX, ANTHONY, JOHN | I | PRESIDENT, CHIEF INVESTMENT OFFICER AND MEMBER | NA | Control |
| COX, ANTHONY, JOHN | I | PRESIDENT, CHIEF INVESTMENT OFFICER AND MEMBER | NA | Control |
| COX, ANTHONY, JOHN | I | PRESIDENT, CHIEF INVESTMENT OFFICER AND MEMBER | NA | Control |
| IMERAJ, ANDREA, WHITNEY | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATIONS OFFICER | NA | Control |
| IMERAJ, ANDREA, WHITNEY | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATIONS OFFICER | NA | Control |
| IMERAJ, ANDREA, WHITNEY | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATIONS OFFICER | NA | Control |
| IMERAJ, ANDREA, WHITNEY | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATIONS OFFICER | NA | Control |
| IMERAJ, ANDREA, WHITNEY | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATIONS OFFICER | NA | Control |
| IMERAJ, ANDREA, WHITNEY | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATIONS OFFICER | NA | Control |
| IMERAJ, ANDREA, WHITNEY | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATIONS OFFICER | NA | Control |
| IMERAJ, ANDREA, WHITNEY | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATIONS OFFICER | NA | Control |
| IMERAJ, ANDREA, WHITNEY | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATIONS OFFICER | NA | Control |
| IMERAJ, ANDREA, WHITNEY | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATIONS OFFICER | NA | Control |
| IMERAJ, ANDREA, WHITNEY | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATIONS OFFICER | NA | Control |
| IMERAJ, ANDREA, WHITNEY | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATIONS OFFICER | NA | Control |
| IMERAJ, ANDREA, WHITNEY | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATIONS OFFICER | NA | Control |
| IMERAJ, ANDREA, WHITNEY | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATIONS OFFICER | NA | Control |
| IMERAJ, ANDREA, WHITNEY | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATIONS OFFICER | NA | Control |
| IMERAJ, ANDREA, WHITNEY | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATIONS OFFICER | NA | Control |
| IMERAJ, ANDREA, WHITNEY | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATIONS OFFICER | NA | Control |
| IMERAJ, ANDREA, WHITNEY | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATIONS OFFICER | NA | Control |
| IMERAJ, ANDREA, WHITNEY | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATIONS OFFICER | NA | Control |
| IMERAJ, ANDREA, WHITNEY | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATIONS OFFICER | NA | Control |
| IMERAJ, ANDREA, WHITNEY | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATIONS OFFICER | NA | Control |
| IMERAJ, ANDREA, WHITNEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NEU, SCOTT, MATTHEW | I | CHIEF EXECUTIVE OFFICER AND MEMBER | NA | Control |
| NEU, SCOTT, MATTHEW | I | CHIEF EXECUTIVE OFFICER AND MEMBER | NA | Control |
| NEU, SCOTT, MATTHEW | I | CHIEF EXECUTIVE OFFICER AND MEMBER | NA | Control |
| NEU, SCOTT, MATTHEW | I | CHIEF EXECUTIVE OFFICER AND MEMBER | NA | Control |
| NEU, SCOTT, MATTHEW | I | CHIEF EXECUTIVE OFFICER AND MEMBER | NA | Control |
| NEU, SCOTT, MATTHEW | I | CHIEF EXECUTIVE OFFICER AND MEMBER | NA | Control |
| NEU, SCOTT, MATTHEW | I | CHIEF EXECUTIVE OFFICER AND MEMBER | NA | Control |
| NEU, SCOTT, MATTHEW | I | CHIEF EXECUTIVE OFFICER AND MEMBER | NA | Control |
| NEU, SCOTT, MATTHEW | I | CHIEF EXECUTIVE OFFICER AND MEMBER | NA | Control |
| NEU, SCOTT, MATTHEW | I | CHIEF EXECUTIVE OFFICER AND MEMBER | NA | Control |
| NEU, SCOTT, MATTHEW | I | CHIEF EXECUTIVE OFFICER AND MEMBER | NA | Control |
| NEU, SCOTT, MATTHEW | I | CHIEF EXECUTIVE OFFICER AND MEMBER | NA | Control |
| NEU, SCOTT, MATTHEW | I | CHIEF EXECUTIVE OFFICER AND MEMBER | NA | Control |
| NEU, SCOTT, MATTHEW | I | CHIEF EXECUTIVE OFFICER AND MEMBER | NA | Control |
| NEU, SCOTT, MATTHEW | I | CHIEF EXECUTIVE OFFICER AND MEMBER | NA | Control |
| NEU, SCOTT, MATTHEW | I | CHIEF EXECUTIVE OFFICER AND MEMBER | NA | Control |
| NEU, SCOTT, MATTHEW | I | CHIEF EXECUTIVE OFFICER AND MEMBER | NA | Control |
| NEU, SCOTT, MATTHEW | I | CHIEF EXECUTIVE OFFICER AND MEMBER | NA | Control |
| NEU, SCOTT, MATTHEW | I | CHIEF EXECUTIVE OFFICER AND MEMBER | NA | Control |
| NEU, SCOTT, MATTHEW | I | CHIEF EXECUTIVE OFFICER AND MEMBER | NA | Control |
| NEU, SCOTT, MATTHEW | I | CHIEF EXECUTIVE OFFICER AND MEMBER | NA | Control |
| NEU, SCOTT, MATTHEW | I | CHIEF EXECUTIVE OFFICER AND MEMBER | NA | Control |
| YAMAATO, BRENT, MASATAKA | I | CHIEF OPERATING OFFICER | NA | Control |
| INTERIM HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| LAKE CHUTES, INC. | DE | MANAGING MEMBER | E | Control |
| LAKE CHUTES, INC. | DE | MANAGING MEMBER | E | Control |
| LAKE CHUTES, INC. | DE | MANAGING MEMBER | E | Control |
| LAKE CHUTES, INC. | DE | MANAGING MEMBER | E | Control |
| LAKE CHUTES, INC. | DE | MANAGING MEMBER | E | Control |
| LAKE CHUTES, INC. | DE | MANAGING MEMBER | E | Control |
| LAKE CHUTES, INC. | DE | MANAGING MEMBER | E | Control |
| LAKE CHUTES, INC. | DE | MANAGING MEMBER | E | Control |
| LAKE CHUTES, INC. | DE | MANAGING MEMBER | E | Control |
| LAKE CHUTES, INC. | DE | MANAGING MEMBER | E | Control |
| LAKE CHUTES, INC. | DE | MANAGING MEMBER | E | Control |
| LAKE CHUTES, INC. | DE | MANAGING MEMBER | E | Control |
| LAKE CHUTES, LLC | DE | MANAGING MEMBER | E | Control |
| LAKE CHUTES, LLC | DE | MANAGING MEMBER | E | Control |
| LAKE CHUTES, LLC | DE | MANAGING MEMBER | E | Control |
| LAKE CHUTES, LLC | DE | MANAGING MEMBER | E | Control |
| LAKE CHUTES, LLC | DE | MANAGING MEMBER | E | Control |
| LAKE CHUTES, LLC | DE | MANAGING MEMBER | E | Control |
| LAKE CHUTES, LLC | DE | MANAGING MEMBER | E | Control |
| LAKE CHUTES, LLC | DE | MANAGING MEMBER | E | Control |
| LAKE CHUTES, LLC | DE | MANAGING MEMBER | E | Control |
| LAKE CHUTES, LLC | DE | MANAGING MEMBER | D | Control |
| COX, ANTHONY, JOHN | I | CHIEF INVESTMENT OFFICER AND MEMBER | B | Control |
| COX, ANTHONY, JOHN | I | CHIEF INVESTMENT OFFICER AND MEMBER | B | Control |
| COX, ANTHONY, JOHN | I | CHIEF INVESTMENT OFFICER AND MEMBER | B | Control |
| COX, ANTHONY, JOHN | I | CHIEF INVESTMENT OFFICER AND MEMBER | B | Control |
| COX, ANTHONY, JOHN | I | CHIEF INVESTMENT OFFICER AND MEMBER | B | Control |
| COX, ANTHONY, JOHN | I | CHIEF INVESTMENT OFFICER AND MEMBER | B | Control |
| COX, ANTHONY, JOHN | I | CHIEF INVESTMENT OFFICER AND MEMBER | B | Control |
| COX, ANTHONY, JOHN | I | CHIEF INVESTMENT OFFICER AND MEMBER | B | Control |
| COX, ANTHONY, JOHN | I | CHIEF INVESTMENT OFFICER AND MEMBER | B | Control |
| COX, ANTHONY, JOHN | I | CHIEF INVESTMENT OFFICER AND MEMBER | B | Control |
| COX, ANTHONY, JOHN | I | CHIEF INVESTMENT OFFICER AND MEMBER | B | Control |
| COX, ANTHONY, JOHN | I | CHIEF INVESTMENT OFFICER AND MEMBER | B | Control |
| SERENITY WEALTH HOLDINGS, LLC | DE | OWNER | B | |
| TC ADVISORY | DE | OWNER | B | Control |
| TC ADVISORY | DE | OWNER | B | Control |
| TC ADVISORY | DE | OWNER | B | Control |
| TC ADVISORY | DE | OWNER | B | Control |
| TC ADVISORY | DE | OWNER | B | Control |
| TC ADVISORY | DE | OWNER | B | Control |
| TC ADVISORY | DE | OWNER | B | Control |
| TC ADVISORY | DE | OWNER | B | Control |
| TC ADVISORY | DE | OWNER | B | Control |
| SERENITY GP, LLC | DE | OWNER | A | |
| TC ADVISORY | DE | OWNER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| COX, ANTHONY, JOHN | I | TC ADVISORY | F | Control |
| COX, ANTHONY, JOHN | I | TC ADVISORY | F | Control |
| COX, ANTHONY, JOHN | I | TC ADVISORY | F | Control |
| COX, ANTHONY, JOHN | I | TC ADVISORY | F | Control |
| COX, ANTHONY, JOHN | I | TC ADVISORY | F | Control |
| COX, ANTHONY, JOHN | I | TC ADVISORY | E | Control |
| COX, ANTHONY, JOHN | I | TC ADVISORY | E | Control |
| NEU, SCOTT, MATTHEW | I | LAKE CHUTES, INC. | E | Control |
| NEU, SCOTT, MATTHEW | I | LAKE CHUTES, INC. | E | Control |
| NEU, SCOTT, MATTHEW | I | LAKE CHUTES, INC. | E | Control |
| NEU, SCOTT, MATTHEW | I | LAKE CHUTES, INC. | E | Control |
| NEU, SCOTT, MATTHEW | I | LAKE CHUTES, INC. | E | Control |
| NEU, SCOTT, MATTHEW | I | LAKE CHUTES, INC. | E | Control |
| NEU, SCOTT, MATTHEW | I | LAKE CHUTES, INC. | E | Control |
| NEU, SCOTT, MATTHEW | I | LAKE CHUTES, INC. | E | Control |
| NEU, SCOTT, MATTHEW | I | LAKE CHUTES, INC. | E | Control |
| NEU, SCOTT, MATTHEW | I | LAKE CHUTES, INC. | E | Control |
| NEU, SCOTT, MATTHEW | I | LAKE CHUTES, INC. | E | Control |
| NEU, SCOTT, MATTHEW | I | LAKE CHUTES, INC. | E | Control |
| NEU, SCOTT, MATTHEW | I | LAKE CHUTES, LLC | E | Control |
| NEU, SCOTT, MATTHEW | I | LAKE CHUTES, LLC | E | Control |
| NEU, SCOTT, MATTHEW | I | LAKE CHUTES, LLC | E | Control |
| NEU, SCOTT, MATTHEW | I | LAKE CHUTES, LLC | E | Control |
| NEU, SCOTT, MATTHEW | I | LAKE CHUTES, LLC | E | Control |
| NEU, SCOTT, MATTHEW | I | LAKE CHUTES, LLC | E | Control |
| NEU, SCOTT, MATTHEW | I | LAKE CHUTES, LLC | E | Control |
| NEU, SCOTT, MATTHEW | I | LAKE CHUTES, LLC | E | Control |
Registrations
Federal
IA
Jul 31, 2025 REGISTERED
Notice Filings (11)
CA FL GA LA MS NE NJ NY OK TN TX
Address
945 EAST PACES FERRY ROAD NESUITE 2660
ATLANTA, GA 30326
United States
Phone: (404) 795-8361