Star Mountain Fund Management LLC

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Assets, Funds, Holdings

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Star Mountain Fund Management LLC
CRD #164728
SEC #801-80161
CIK #
AUM $3.9 BB (2024-03-29)
Employees 65 (100% Investors, 22% Brokers)
Phone212-810-9044
Address140 East 45th Street
New York, NY 10017
Source [IAPD] [Website] [LinkedIn] [Facebook] [Instagram]
Total AUM ($BB)
4.03.22.41.60.80.02009201420192025
Type Form D Funds Date Sold ($MM) AUM ($MM)
PE Star Mountain Partners Fund IV LLC [2024-03-29] 19.6 24.5
PE Star Mountain Strategic Credit Income Fund V LP 2024-03-29 201.9
PE Star Mountain Whistler Co-Investment Platform LP 2024-03-29 70.3
PE WWC SM Private Credit Opportunities LLC 2024-03-29 49.9
PE Star Mountain Lower Middle-Market Capital Corp 2023-03-31 342.5
PE Star Mountain Strategic Credit Income Fund IV LP [2022-03-31] 602.0 855.0
PE Star Mountain US Lower Middle-Market Secondary Fund II LP [2022-03-31] 196.0 175.7
PE Star Mountain Partners Fund III LLC [2021-03-31] 37.1 47.5
PE Star Mountain SBIC Fund LP [2021-03-31] 116.5 298.2
PE Star Mountain US Lower Middle-Market Secondary Fund II LP [2021-03-31] 116.5 3.4
View All
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 1 0.4
(f) Pooled investment vehicles 17 2.6
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 4 0.2
(n) Other 0 0.0
Total 23 3.2
By Discretionary
Discretionary 15 2.7
Non-Discretionary 8 0.5
Total 23 3.2
By Non-United States Persons
Non-United States Persons 0.6
United States Persons 2.6
Total 23 3.2
Form D Directors # Filings # Firms 2011 - 2024
Brett Hickey 20
Star Mountain Fund Management LLC 17
Star Mountain Diversified Credit Income Fund III GP LLC 2
Star Mountain Strategic Credit Income Fund IV GP LLC 2
Star Mountain Diversified Small Business Access Fund II GP LLC 2
Star Mountain US Lower Middle-Market Secondary Fund II GP LLC 2
Star Mountain SBIC Fund GP LLC 1
Star Mountain Credit Opportunities Fund GP LLC 1
Star Mountain Diversified Small Business Access Fund II-A GP LLC 1
SM Partners Fund IV Managing Member LLC 1
View All
Comparable Firms State AUM ($BB)
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Vision Ridge Partners LLC
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JLL Partners LLC
NY 3.9
Patria Capital Partners LLP
3.9
Tailwind Management LP
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Brighton Park Capital Management LP
CT 3.8
Starr Private Equity Partners LLC
NY 3.8
MiddleGround Management LP
KY 3.8
Greenbacker Capital Management LLC
ME 3.8
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