SAGE MOUNTAIN ADVISORS, LLC of ATLANTA, GA is an SEC-registered investment adviser (CRD 298593). Regulatory assets under management: $4.3B.
Compensation: % of AUM, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos, Other.
| Name | Role | Location |
|---|---|---|
| Scott Matthew Neu | CHIEF EXECUTIVE OFFICER AND MEMBER; SHAREHOLDER | — |
| Anthony John Cox | OWNER; PRESIDENT, CHIEF INVESTMENT OFFICER AND MEMBER | — |
| Andrea Whitney Imeraj | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND CHIEF OPERATIONS OFFICER | — |
| Claude Shreve Burton Iv | GENERAL PARTNER; OWNER | Chapel Hill, NC |
| Brent Masataka Yamaato | CHIEF OPERATING OFFICER | — |
| BERNSTEIN DANIEL ADAM | CHIEF COMPLIANCE OFFICER | — |
| COX WILLIAM JOHN | CHIEF INVESTMENT OFFICER AND MEMBER; OWNER; PRESIDENT, CHIEF INVESTMENT OFFICER AND MEMBER | — |
| IMERAJ ANDREA WHITNEY | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATIONS OFFICER | — |
| NEU SCOTT MATTHEW | CHIEF EXECUTIVE OFFICER AND MEMBER; SHAREHOLDER | — |