Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Firms / S••• M••••••• A•••••••• L••

S••• M••••••• A•••••••• L••

Corporate venture · probableAtlanta, GAs•••••••••SEC registered investment adviser

S••• M••••••• Advisors is a SEC-registered investment advisory (RIA) firm advising on over $8 Billion in assets.

corporate parent: Lake Chutes, Inc.

Importance
2
low
Active deployment
0
low
Emerging
0
low
Completeness
63
high
Freshness
99
high
Research priority
1
low
Identity and regulatory footprint
Headquarters
Atlanta, GAadviserinfo.sec.gov
Office address
945 EAST PACES FERRY ROAD NE, SUITE 2660, Atlanta, GA, 30326adviserinfo.sec.gov
Business phone
(404) 795-8361adviserinfo.sec.gov
SEC adviser type
registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Jul 9, 2026
Private funds reported
3 (1 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$31.1Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$4.3Bthe adviser's RAUM, a regulatory measure, never a fund size
Employees
31
Owners on Schedule A
L••• C•••••• I••• (Managing Member), E; T• A••••••• (Owner), B
business phone
(404) 795-8361adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
Sectors
edtech
Stages
not stated or not yet read
Geography
atlanta, middle east
Check size
not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors: no observed deals yet
lead rate n/afollow-on rate n/anew logos, 12 months 0
Funds and vehicles
1 reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
S••••••• T•••• G••••• P•• 1• A••••• F••• L•Fund2022 form d first saleActive deployment$6.3M
May 10, 2024
17$9.2M
of $10.0M
Feb 17, 2023
GAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.
Investment team
3 current, 1 departed
Investments on record
0 edges, 0 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.
Co-investors
0 relationships from shared deals, counted for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
6 dated events
  1. Mar 25, 2022
    S••••••• T•••• G••••• P•• 1• A••••• F••• L• first reported on Form ADV by S••• M••••••• A•••••••• L•• (Venture Capital Fund)
  2. Sep 28, 2018
    D••••• A••• B•••••••• (Chief Compliance Officer) no longer on Schedule A of Klaus Advisors, LLC
  3. Sep 1, 2018
    S•••• M•••••• N•• joined Schedule A of Klaus Advisors, LLC as Shareholder
  4. Sep 1, 2018
    A•••••• J••• C•• joined Schedule A of Klaus Advisors, LLC as Chief Investment Officer And Member
  5. Sep 1, 2018
    A••••• W•••••• I••••• joined Schedule A of Klaus Advisors, LLC as Chief Compliance Officer And Chief Operations Officer
  6. Aug 17, 2018
    Klaus Advisors, LLC first filed Form ADV (IA)
Classification history
  1. Sep 12, 2026
    Corporate venture (probable, 80%, cls-1)
    corporate parent: L••• C•••••• I•••
Evidence
62 observations from 3 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
Why admittedvc_funds_reportedJul 9, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC adviser typeregistered_investment_adviserJul 9, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC adviser typeregistered_investment_adviserMay 10, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
First Form ADV filing2018-08-17May 10, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Adv history loadedadv-hist-1Sep 12, 2026FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Latest Form ADV filing2026-07-09Jul 9, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Latest Form ADV filing2024-05-10May 10, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
SEC statusApprovedJul 9, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC status effective2018-09-18Jul 9, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Venture share of reported funds0May 10, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Business phone(404) 795-8361Jul 9, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Business phone(404) 795-8361May 10, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Contact page urlhttps://sagemountainadvisors.com/wp-content/themes/enfold/config-templatebuilder/avia-shortcodes/contact/contact.css
contact page linked from the home page
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
DescriptionS••• M••••••• Advisors is a SEC-registered investment advisory (RIA) firm advising on over $8 Billion in assets.
meta description
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
DescriptionS••• M••••••• Advisors is a SEC-registered investment advisory (RIA) firm advising on over $8 Billion in assets.
meta description
Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Employees31Jul 9, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Employees22May 10, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
HeadquartersAtlanta, GAJul 9, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
HeadquartersAtlanta, GAMay 10, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Office address945 EAST PACES FERRY ROAD NE, SUITE 2660, Atlanta, GA, 30326Jul 9, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Office address945 EAST PACES FERRY ROAD NE, SUITE 2660, Atlanta, GA, 30326May 10, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Legal formLimited Liability CompanyJul 9, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Portfolio pagehttps://sagemountainadvisors.com/wp-content/themes/enfold/config-templatebuilder/avia-shortcodes/portfolio/portfolio.css
0 entries read
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Portfolio pagehttps://sagemountainadvisors.com/wp-content/themes/enfold/config-templatebuilder/avia-shortcodes/portfolio/portfolio.css
0 entries read
Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Private funds reported3Jul 9, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private funds reported3May 10, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Private fund gross assets (reported)$31.1MJul 9, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private fund gross assets (reported)$31.7MMay 10, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Regulatory AUM (adviser, not fund size)$4.3BJul 9, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Regulatory AUM (adviser, not fund size)$2.2BMay 10, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Stated geographyatlanta,middle east
geography words on the home page
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated geographyatlanta,middle east
geography words on the home page
Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated sectorsedtech
sector words on the home page
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated sectorsedtech
sector words on the home page
Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Team pagehttps://sagemountainadvisors.com/wp-content/themes/enfold/config-templatebuilder/avia-shortcodes/team/team.css
0 name/title pairs read
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Team pagehttps://sagemountainadvisors.com/wp-content/themes/enfold/config-templatebuilder/avia-shortcodes/team/team.css
0 name/title pairs read
Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Venture funds reported1Jul 9, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Venture funds reported1May 10, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
WebsiteHTTPS://WWW.SAGEMOUNTAINADVISORS.COMMay 10, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Site titleS••• M••••••• Financial Advisors Wealth Management
title tag
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Site titleS••• M••••••• Financial Advisors Wealth Management
title tag
Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)