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| New Mountain Finance Advisers LLC
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|---|---|
| CRD # | 155493 |
| SEC # | 801-71948 |
| CIK # | 0001527830 |
| AUM | 11.23 B (2026-06-01) |
| Employees | 235 (19% Investors, 3% Brokers) |
| Fees | |
| Minimum | |
| Phone | 212-720-0300 |
| Address | 1633 Broadway New York, NY 10019 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| EverQuote Inc | 176.1 | ||
| New Mountain Finance Corp | 39.7 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | I-1 Credit Fund I LP | 2026-03-30 | 83.7 M | |
| PE | H-1 Credit Fund I LP | 2025-03-27 | 87.8 M | |
| RE | New Mountain Net Lease Trust | [2025-03-27] | 408.4 M | 585.5 M |
| Filed 2026-02-12 (D/A) · Exemption 506(b) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| RE | New Mountain Net Lease Partners II LP | [2023-03-30] | 816.3 M | 918.5 M |
| Filed 2023-04-05 (D/A) · Exemption 506(b), 3(c), 3(c)(5), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| RE | New Mountain Net Lease Partners LP | [2018-03-30] | 533.3 M | 533.4 M |
| Offered $533,261,400 · Filed 2019-04-15 (D/A) · Exemption 506(b), 3(c), 3(c)(5), 3(c)(7) · Duration More than one year · Commission $6,250,000 · Revenue Decline to Disclose | ||||
| PE | New Mountain Guardian II Master Fund-A LP | 2017-03-31 | 38.2 M | |
| PE | New Mountain Guardian II Master Fund-B LP | 2017-03-31 | 67.1 M | |
| PE | New Mountain Guardian Partners II LP | [2017-03-31] | 73.4 M | 17.9 M |
| Filed 2019-04-01 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Commission $29,236 · Revenue Decline to Disclose | ||||
| PE | New Mountain Guardian Partners II Offshore LP | [2017-03-31] | 430.2 M | |
| Filed 2019-04-01 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Commission $880,738 · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($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 | 9.2 |
| (f) Pooled investment vehicles | 8 | 2.1 |
| (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 | 13 | 11.2 |
| By Discretionary | ||
| Discretionary | 13 | 11.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 13 | 11.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 11.0 | |
| Total | 13 | 11.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Michael McCarthy | Director | 56 | 5 | |
| Adam Weinstein | Director, Executive Officer | 117 | 4 | |
| Steven Klinsky | Executive Officer | 54 | 4 | |
| Stuart Brown | Director | 8 | 4 | |
| Bruce Martin | Director | 3 | 3 | |
| Robert Hamwee | Executive Officer | 10 | 2 | |
| Sheila McGrath | Director | 8 | 2 | |
| John Kline | Executive Officer | 8 | 2 | |
| New Mountain Finance Advisers Bdc LLC | Promoter | 6 | 2 | |
| Kellie Steele | Executive Officer | 2 | 2 | |
| New Mountain Net Lease GP II LLC | Promoter | 2 | 2 | |
| New Mountain Net Lease GP LLC | Promoter | 2 | 2 | |
| New Mountain Guardian II GP LLC | Executive Officer | 2 | 1 | |
| Keven Lindemann | Director | 1 | 1 | |
| Teddy Kaplan | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001527830] | |
| 3 | [0001527830] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.1B |
| Serves | Institutional |
| Fund Types | Private Equity, Real Estate |
| LEI | 5299001CE2LBMM3RWO41 |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| NM Holdings GP LLC | |
| New Mountain Capital Group LP | |
| Klinsky Steven B | |
| New Mountain Private Credit Fund | |
| New Mountain Finance Advisers LLC |
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