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| Star Mountain Fund Management LLC
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| CRD # | 164728 |
| SEC # | 801-80161 |
| CIK # | |
| AUM | 4,176.0 M (2026-03-31) |
| Employees | 121 (18% Investors, 20% Brokers) |
| Phone | 212-810-9044 |
| Address | 140 East 45th Street New York, NY 10017 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Star Mountain Strategic Credit Income Fund V Offshore LP | [2026-03-31] | 239.4 M | 47.3 M |
| Filed 2022-11-22 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | Star Mountain Evergreen Credit Secondaries Fund LP | 2025-03-28 | 4.0 M | |
| PE | Star Mountain SBIC Fund II LP | [2025-03-28] | 49.9 M | 5.4 M |
| Filed 2025-06-17 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | Star Mountain Summit I LLC | 2025-03-28 | 26.2 M | |
| PE | Star Mountain US Lower Middle-Market Secondary Fund III LP | [2025-03-28] | 96.9 M | 54.5 M |
| Filed 2025-12-29 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Star Mountain Partners Fund IV LLC | [2024-03-29] | 33.0 M | 12.6 M |
| Filed 2025-12-01 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | Star Mountain Strategic Credit Income Fund V LP | [2024-03-29] | 260.1 M | 134.5 M |
| Filed 2025-12-29 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | Star Mountain Whistler Co-Investment Platform LP | 2024-03-29 | 37.1 M | |
| PE | WWC SM Private Credit Opportunities LLC | 2024-03-29 | ||
| PE | Star Mountain Lower Middle-Market Capital Corp | 2023-03-31 | 342.5 M | |
| PE | Star Mountain Strategic Credit Income Fund IV LP | [2022-03-31] | 602.0 M | 1,088.4 M |
| Filed 2022-11-22 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | Star Mountain US Lower Middle-Market Secondary Fund II LP | [2022-03-31] | 196.0 M | 210.9 M |
| Filed 2024-08-12 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Star Mountain Partners Fund III LLC | [2021-03-31] | 37.1 M | 34.9 M |
| Filed 2022-09-30 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | Star Mountain SBIC Fund LP | [2021-03-31] | 116.5 M | 331.4 M |
| Filed 2021-09-30 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | Star Mountain US Lower Middle-Market Secondary Fund II LP | [2021-03-31] | 116.5 M | 3.4 M |
| Filed 2021-09-30 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | Star Mountain Credit Opportunities Fund LP | [2020-03-30] | 253.6 M | 72.9 M |
| Filed 2025-09-11 (D/A) · Exemption 506(b) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | Star Mountain Diversified Credit Income Fund III LP | [2019-03-29] | 223.6 M | 457.1 M |
| Filed 2021-03-31 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | Star Mountain Diversified Small Business Access Fund II-A LP | [2018-03-29] | 45.3 M | 45.7 M |
| Filed 2022-11-14 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | Star Mountain Partners Fund II LLC | [2017-03-23] | 15.6 M | 15.0 M |
| Filed 2020-06-16 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $25,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Star Mountain Diversified Small Business Access Fund II LP | [2015-03-24] | 34.3 M | 99.7 M |
| Filed 2020-06-16 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $50,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Star Mountain - SF Co-Investment Platform LP | 2015-03-24 | 25.1 M | |
| PE | Star Mountain - PA Small Business Co-Investment Platform II LP | 2014-07-29 | 2.0 M | |
| PE | Star Mountain - PA Small Business Co-Investment Platform LP | 2014-07-29 | 123.7 M | |
| PE | Star Mountain SBIC Fund Partners LLC | [2014-03-25] | 15.1 M | 10.1 M |
| Filed 2016-05-19 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Star Mountain SMB Multi-Manager Credit Platform LP | 2014-03-25 | 54.2 M | |
| PE | Star Mountain Stimulus Fund LP | 2012-10-26 | ||
| AUM Breakdown | Accounts | AUM ($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 | 1 | 0.4 |
| (f) Pooled investment vehicles | 29 | 3.5 |
| (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 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 34 | 4.2 |
| By Discretionary | ||
| Discretionary | 24 | 3.7 |
| Non-Discretionary | 10 | 0.5 |
| Total | 34 | 4.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 3.3 | |
| Total | 34 | 4.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Brett Hickey | Executive Officer | 24 | 2 | |
| Star Mountain Fund Management LLC | Executive Officer, Promoter | 21 | 2 | |
| John McCarty | Executive Officer | 3 | 2 | |
| Star Mountain Strategic Credit Income Fund V GP LLC | Executive Officer | 3 | 2 | |
| Star Mountain Diversified Small Business Access Fund II GP LLC | Promoter | 2 | 2 | |
| Star Mountain Diversified Credit Income Fund III GP LLC | Executive Officer | 2 | 2 | |
| Star Mountain Strategic Credit Income Fund IV GP LLC | Executive Officer | 2 | 1 | |
| Chris Birosak | Executive Officer | 1 | 1 | |
| Star Mountain Credit Opportunities Fund GP LLC | Promoter | 1 | 1 | |
| SM Partners Fund IV Managing Member LLC | Executive Officer | 1 | 1 | |
| View All | ||||
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Private Equity |
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