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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA) HQ: Atlanta, GA

Sage Mountain Advisors

$4.3B Total AUM · Institutional LP profile covering 21 historical fund disclosure records ($396.9M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Real Estate, Venture Capital, Growth Equity (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
21
5 Open Source Trails Below
Sum of Disclosed Rows
$396.9M
Total AUM: $4.3B
Median Disclosed Amount
$23.0M
Range: $4.0M – $31.5M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/21)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Sage Mountain Advisors

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 21 total tracked records (+16 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
West Street Real Estate Fund XAdviser 7.B Vehicle Real Estate 2025
$29.6M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Forerunner Builders I LPAdviser 7.B Vehicle Venture Capital 2025
$27.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
H.I.G. Bayside Capital VIIAdviser 7.B Vehicle Private Credit 2025
$27.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
ICON IQ Growth VAdviser 7.B Vehicle Growth Equity 2024
$26.1M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
GCM Grosvenor Secondary Opportunities Fund VAdviser 7.B Vehicle Secondaries 2024
$23.3M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Sage Mountain Advisors

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Sage Mountain Advisors (Family Office / MFO, $4.3B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 20.0% vs. 17.2% Actual; $120.0M Unallocated Target Bandwidth). SEC Form ADV (801-114002, CRD #298593) verified $4.29B discretionary AUM (Item 5.G.(12) External Private Manager Selection + Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($5M-$20M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-05

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Sage Mountain Advisors

516 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Sage Mountain Advisors (21 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 9 Shared Vehicles

Western & Southern Financial General Account

Insurance Company North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Catalyst Fund Limited Partnership III (2023 Vintage)
Sage Mountain Advisors: $23.0M · SEC Form ADV 7.B
Western & Southern Financial General Account: $55.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Catalyst Fund Limited Partnership IV (2023 Vintage) · Catalyst Fund Limited Partnership V (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 9 Shared Vehicles

Doylestown Halifax Prescott Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Pennsylvania
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Catalyst Fund Limited Partnership IV (2023 Vintage)
Sage Mountain Advisors: $15.0M · SEC Form ADV 7.B
Doylestown Halifax Prescott Institutional Outsourced CIO & Wealth Advisory: $28.8M · SEC Form ADV 7.B

Additional shared vehicles: Catalyst Fund Limited Partnership III (2023 Vintage) · Catalyst Fund Limited Partnership V (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 8 Shared Vehicles

First Pacific Advisors

OCIO / Wealth RIA El Segundo, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Catalyst Fund Limited Partnership V (2023 Vintage)
Sage Mountain Advisors: $5.8M · SEC Form ADV 7.B
First Pacific Advisors: $122.2M · SEC Form ADV 7.B

Additional shared vehicles: Catalyst Fund Limited Partnership IV (2023 Vintage) · Centerbridge Credit Partners Fund IV (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+513 Additional Institutional LPs Report Shared Vehicles with Sage Mountain Advisors

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Pre-Launch Pilot Mode · Early-Access Waitlist

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You are viewing 5 open public preview records (out of 21 total tracked records for Sage Mountain Advisors) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 21 tracked historical disclosure records (+16 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (516 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

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Strategies Disclosed by Sage Mountain Advisors

Buyout LPs →Private Credit LPs →Real Estate LPs →Venture Capital LPs →Growth Equity LPs →

Frequently Asked Questions: Sage Mountain Advisors

What type of institutional allocator is Sage Mountain Advisors and what is their typical disclosed ticket size?

Sage Mountain Advisors is categorized under Family Office / MFO (Regional Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA); Headquarters: Atlanta, GA). Across 21 historical disclosure records tracked on Prilago ($396.9M total parsed USD across disclosed rows), the median disclosed amount is $23.0M (range: $4.0M to $31.5M).

Which private-market strategies appear in Sage Mountain Advisors's public disclosures?

Sage Mountain Advisors has disclosed records across Buyout, Private Credit, Real Estate, Venture Capital, Growth Equity. Open preview records include West Street Real Estate Fund X (2025 Vintage), Forerunner Builders I LP (2025 Vintage), H.I.G. Bayside Capital VII (2025 Vintage), ICON IQ Growth V (2024 Vintage).

How are Sage Mountain Advisors's historical records substantiated and separated from active searches on Prilago?

Records for Sage Mountain Advisors cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Sage Mountain Advisors's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/sage-mountain-advisors or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Sage Mountain Advisors?

In Prilago's bilateral commitment graph, Sage Mountain Advisors shares resolved underlying fund vehicles with 516 institutional LPs across 21 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Western & Southern Financial General Account (9 shared vehicles, e.g. Catalyst Fund Limited Partnership III (2023 Vintage)), Doylestown Halifax Prescott Institutional Outsourced CIO & Wealth Advisory (9 shared vehicles, e.g. Catalyst Fund Limited Partnership IV (2023 Vintage)), First Pacific Advisors (8 shared vehicles, e.g. Catalyst Fund Limited Partnership V (2023 Vintage)).

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