# Sage Mountain Advisors

Sage Mountain Advisors is a Multi Family Office based in New York, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** Atlanta, United States
- **Founded:** 2018
- **Assets under management:** 7500 (Altss estimate)
- **Website:** sagemountainadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/sage-mountain-advisors

## Regulatory record

- **CRD number:** 148964
- **SEC file number:** 801-114002
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-18T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/148964

## About

Sage Mountain Advisors was formed to serve multiple client families from a single Atlanta location. Scott Neu controls the firm through Lake Chutes, Inc. No public disclosure identifies the original source of the capital under management. The firm allocates across private equity, private credit, real estate, hedge funds and direct co-investments. It also maintains exposure to infrastructure, natural resources and secondaries. Investment stages include growth equity and venture capital. Geographic reach is limited to North America. Russ Allen, Director of Investment Strategy since April 2021, chairs the internal investment committee. The team numbers at least five registered professionals. Evan Daugherty joined as Wealth Advisor in October 2025. The firm lists an additional entity, Klaus Advisors, LLC, as a doing-business-as name on its SEC Form ADV. Sage Mountain Advisors maintains relationships with the Community Foundation for Greater Atlanta and Centerstone. Ownership through a single holding company creates a straightforward governance line from Neu to all investment and advisory decisions. This structure avoids the committee layers common at larger multi-family platforms.

## Sectors

- Healthcare Services
- Industrial Tech
- PropTech
- Digital Health
- AI/ML
- Biotech

## People

- Scott Neu — Owner
- Russ Allen — Director of Investment Strategy
- Evan Daugherty — Wealth Advisor

## Questions

### Who runs investment decisions at Sage Mountain Advisors?

Scott Neu owns the firm. Russ Allen serves as Director of Investment Strategy and sits on the investment committee.

### Does Sage Mountain Advisors participate in fund commitments or only direct deals?

The firm uses fund commitments, direct co-investments, SPVs and secondaries across its listed strategies.

### What investment stages does Sage Mountain Advisors typically target?

The firm targets growth equity and venture capital stages in addition to later-stage private equity.

## Related profiles

- [Neman Ventures](https://altss.com/profile/neman-ventures-shane-neman-family-office)
- [PWL Capital](https://altss.com/profile/pwl-capital)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/sage-mountain-advisors-llc

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