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| Happy Holidays!! thanks for using AUM13F!! |
| Star Mountain Fund Management LLC
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| CRD # | 164728 |
| SEC # | 801-80161 |
| CIK # | |
| AUM | $4.0 B (2025-03-28) |
| Employees | 83 (30% Investors, 31% Brokers) |
| Phone | 212-810-9044 |
| Address | 140 East 45th Street New York, NY 10017 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
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| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Star Mountain Evergreen Credit Secondaries Fund LP | 2025-03-28 | 4.0 | |
| PE | Star Mountain SBIC Fund II LP | [2025-03-28] | 49.9 | 57.1 |
| PE | Star Mountain Summit I LLC | 2025-03-28 | 27.0 | |
| PE | Star Mountain US Lower Middle-Market Secondary Fund III LP | [2025-03-28] | 0.0 | 68.5 |
| PE | Star Mountain Partners Fund IV LLC | [2024-03-29] | 33.9 | 28.8 |
| PE | Star Mountain Strategic Credit Income Fund V LP | [2024-03-29] | 222.9 | 250.6 |
| PE | Star Mountain Whistler Co-Investment Platform LP | 2024-03-29 | 47.2 | |
| PE | WWC SM Private Credit Opportunities LLC | 2024-03-29 | 15.2 | |
| 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 | 1,168.4 |
| View All | ||||
| 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 | 28 | 3.3 |
| (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 | 33 | 4.0 |
| By Discretionary | ||
| Discretionary | 23 | 3.4 |
| Non-Discretionary | 10 | 0.5 |
| Total | 33 | 4.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 3.2 | |
| Total | 33 | 4.0 |
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