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| Happy Holidays!! thanks for using AUM13F!! |
| New Mountain Finance Advisers LLC
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| CRD # | 155493 |
| SEC # | 801-71948 |
| CIK # | |
| AUM | $10.1 B (2025-03-27) |
| Employees | 210 (19% Investors, 3% Brokers) |
| Phone | 212-720-0300 |
| Address | 1633 Broadway New York, NY 10019 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | H-1 Credit Fund I LP | 2025-03-27 | 49.3 | |
| RE | New Mountain Net Lease Trust | [2025-03-27] | 263.0 | 585.5 |
| RE | New Mountain Net Lease Partners II LP | [2023-03-30] | 816.3 | 563.0 |
| RE | New Mountain Net Lease Partners LP | [2018-03-30] | 533.3 | 533.4 |
| PE | New Mountain Guardian II Master Fund-A LP | 2017-03-31 | 67.4 | |
| PE | New Mountain Guardian II Master Fund-B LP | 2017-03-31 | 70.8 | |
| PE | New Mountain Guardian Partners II LP | [2017-03-31] | 73.4 | 23.4 |
| PE | New Mountain Guardian Partners II Offshore LP | [2017-03-31] | 430.2 | 0.0 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 5 | 8.3 |
| (f) Pooled investment vehicles | 7 | 1.9 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 12 | 10.1 |
| By Discretionary | ||
| Discretionary | 12 | 10.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 12 | 10.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 9.9 | |
| Total | 12 | 10.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Michael McCarthy | 56 | |||
| Adam Weinstein | 103 | |||
| Steven Klinsky | 44 | |||
| Stuart Brown | 8 | |||
| Bruce Martin | 3 | |||
| Robert Hamwee | 10 | |||
| John Kline | 8 | |||
| Sheila McGrath | 6 | |||
| New Mountain Finance Advisers BDC LLC | 6 | |||
| Kellie Steele | 2 | |||
| View All | ||||
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