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Multi Family OfficeAllocates capital directlyLAST VERIFIED Jun 2026 · 1 SOURCES

Sage Mountain Advisors

Multi family office in the United States, founded 2018; focus on healthtech, industrial and real estate.

USEFUL FOR Co-investors

Identity

HEADQUARTERS
United States
FOUNDED
2018

Investment approach

ROUTES
Direct investments

Overview

Headquartered in the United States, the firm is listed as a multi family office founded in 2018. Sectors on record are healthtech, industrial, real estate and AI. It invests directly in companies; 3 people are named on its team.

People

  • Russ Allen
    Director of Investment Strategy · source
  • Scott Neu
    Owner · source
  • Evan Daugherty
    Wealth Advisor · source

Classification

Multi Family Office. Provides family-office services to several families and invests or allocates their money — through mandates, its own programmes or club deals. Advice-only firms are not listed. How family capital is classified →

FAQ

Sage Mountain Advisors is a multi family office based in the United States, founded in 2018.

Sage Mountain Advisors invests directly in companies.

Sage Mountain Advisors invests in HealthTech, Industrial & Manufacturing, Real Estate & PropTech, Artificial Intelligence and Biotech & Life Sciences.

Key people at Sage Mountain Advisors include Scott Neu (Owner), Russ Allen (Director of Investment Strategy) and Evan Daugherty (Wealth Advisor).