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CRD 155493
NEW YORK, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| NEW MOUNTAIN NET LEASE PARTNERS, L.P. | Real Estate Fund | $533M | Aug 27, 2024 | 191 | Mar 30, 2018 | reported | 021-326875 |
| NEW MOUNTAIN NET LEASE PARTNERS II, L.P. | Real Estate Fund | $323M | Aug 27, 2024 | 66 | Mar 30, 2023 | reported | 021-440429 |
| NEW MOUNTAIN GUARDIAN II MASTER FUND-A, L.P. | Private Equity Fund | $126M | Aug 27, 2024 | 2 | Mar 31, 2017 | reported | n/a |
| NEW MOUNTAIN GUARDIAN II MASTER FUND-B, L.P. | Private Equity Fund | $65.1M | Aug 27, 2024 | 2 | Mar 31, 2017 | reported | n/a |
| NEW MOUNTAIN GUARDIAN PARTNERS II, L.P. | Private Equity Fund | $32.7M | Aug 27, 2024 | 11 | Mar 31, 2017 | reported | 021-283770 |
| NEW MOUNTAIN GUARDIAN PARTNERS II OFFSHORE, L.P. | Private Equity Fund | $0 | Aug 27, 2024 | 22 | Mar 31, 2017 | reported | 021-283769 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BOSWERGER, LAURA, HOLSON | MANAGING DIRECTOR, CHIEF OPERATING OFFICER | Na | yes | 04/2023 | Mar 30, 2023 | Aug 27, 2024 |
| HAMWEE, ROBERT, ALAN | MANAGING DIRECTOR AND VICE CHAIRMAN | Na | yes | 01/2023 | Mar 30, 2012 | Aug 27, 2024 |
| KAPLAN, PETER, EDWARD | PORTFOLIO MANAGER | Na | yes | 11/2017 | Mar 30, 2018 | Aug 27, 2024 |
| KLINE, JOHN, RANDOLPH | MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER | Na | yes | 01/2023 | Mar 28, 2013 | Aug 27, 2024 |
| KLINSKY, STEVEN, BRUCE | Founder | D | yes | 10/2010 | Mar 30, 2012 | Aug 27, 2024 |
| KLINSKY, STEVEN, BRUCE | MANAGING MEMBER | D | yes | 10/2018 | Mar 30, 2012 | Aug 27, 2024 |
| KLINSKY, STEVEN, BRUCE | LIMITED PARTNER | D | yes | 10/2018 | Mar 30, 2012 | Aug 27, 2024 |
| NEW MOUNTAIN CAPITAL GROUP, L.P. | Member | E | yes | 10/2010 | Nov 2, 2018 | Aug 27, 2024 |
| NM HOLDINGS GP, L.L.C. | GENERAL PARTNER | F | yes | 10/2018 | Nov 2, 2018 | Aug 27, 2024 |
| NM HOLDINGS GP, L.L.C. | GENERAL PARTNER | F | yes | 10/2018 | Nov 2, 2018 | Aug 27, 2024 |
| NM PARTNERS MANAGER HOLDINGS, L.P. | LIMITED PARTNER | E | yes | 10/2018 | Nov 2, 2018 | Aug 27, 2024 |
| WEINSTEIN, ADAM, BRETT | MANAGING DIRECTOR, EXECUTIVE VICE PRESIDENT | Na | yes | 01/2013 | Mar 30, 2012 | Aug 27, 2024 |
| Corbett, Kris, Eric | CHIEF FINANCIAL OFFICER | Na | no | 11/2023 | Mar 27, 2024 | Aug 27, 2024 |
| HARTSWELL, JOSEPH, WESLEY | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | Na | no | 03/2022 | Mar 9, 2022 | Aug 27, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| NEW MOUNTAIN CAPITAL, L.L.C. | n/a | Asset manager | $46B | N | yes | n/a |
| NEW MOUNTAIN CREDIT CLO ADVISERS, L.L.C. | n/a | Asset manager | $3.4B | N | yes | n/a |
| NEW MOUNTAIN CAPITAL (U.K.) LTD. | n/a | n/a | n/a | N | yes | n/a |
| NEW MOUNTAIN CAPITAL GROUP, L.P. | n/a | n/a | n/a | N | yes | n/a |
| NEW MOUNTAIN CAPITAL JAPAN GK | n/a | n/a | n/a | N | yes | n/a |
| NEW MOUNTAIN FINANCE CORPORATION | n/a | Former SEC adviser | n/a | N | yes | n/a |
| NEW MOUNTAIN FINANCE SBIC GP, L.L.C. | n/a | n/a | n/a | N | yes | n/a |
| NEW MOUNTAIN FINANCE SBIC II G.P., L.L.C. | n/a | n/a | n/a | N | yes | n/a |
| NEW MOUNTAIN GUARDIAN II GP, L.L.C. | n/a | n/a | n/a | N | yes | n/a |
| NEW MOUNTAIN GUARDIAN II MASTER FUND-A GP, L.L.C. | n/a | n/a | n/a | N | yes | n/a |
| NEW MOUNTAIN GUARDIAN INVESTMENTS III, L.L.C. | n/a | n/a | n/a | N | yes | n/a |
| NEW MOUNTAIN GUARDIAN INVESTMENTS IV UNLEVERED, L.L.C. | n/a | n/a | n/a | N | yes | n/a |
| NEW MOUNTAIN GUARDIAN INVESTMENTS IV, L.L.C. | n/a | n/a | n/a | N | yes | n/a |
| NEW MOUNTAIN INDIA PRIVATE LIMITED | n/a | n/a | n/a | N | yes | n/a |
| NEW MOUNTAIN INVESTMENTS III CONTINUATION GP, L.L.C. | n/a | n/a | n/a | N | yes | n/a |
| NEW MOUNTAIN INVESTMENTS III, L.L.C. | n/a | n/a | n/a | N | yes | n/a |
| NEW MOUNTAIN INVESTMENTS IV CONTINUATION GP, L.L.C. | n/a | n/a | n/a | N | yes | n/a |
| NEW MOUNTAIN INVESTMENTS IV, L.L.C. | n/a | n/a | n/a | N | yes | n/a |
| NEW MOUNTAIN INVESTMENTS V, L.L.C. | n/a | n/a | n/a | N | yes | n/a |
| NEW MOUNTAIN INVESTMENTS VI LUXEMBOURG, S.A.R.L. | n/a | n/a | n/a | Y | yes | n/a |
| NEW MOUNTAIN INVESTMENTS VI, L.L.C. | n/a | n/a | n/a | N | yes | n/a |
| NEW MOUNTAIN NET LEASE GP II, L.L.C | n/a | n/a | n/a | N | yes | n/a |
| NEW MOUNTAIN NET LEASE GP, L.L.C. | n/a | n/a | n/a | N | yes | n/a |
| NEW MOUNTAIN STRATEGIC INVESTMENTS GP I, LLC | n/a | n/a | n/a | N | yes | n/a |
| NMF SLF INVESTMENTS I, L.L.C. | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| London | n/a | United Kingdom | 2 | no |
| Tokyo | n/a | Japan | 2 | no |
| SANTA MONICA | CA | United States | 1 | no |
| Gurugram | n/a | India | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 | $11B | $11B | 235 | 45 | 8 | 7 | n/a |
| 2024 | Mar 27, 2025 | $10B | $10B | 210 | 40 | 5 | 7 | n/a |
| 2023 | Mar 27, 2024 | $9.7B | $9.7B | 195 | 28 | 4 | 6 | $1.1B |
| 2022 | Mar 30, 2023 | $8.8B | $8.8B | 168 | 24 | 3 | 6 | $1.0B |
| 2021 | Mar 30, 2022 | $7.6B | $7.6B | 152 | 19 | 3 | 5 | $1.1B |
| 2020 | Mar 30, 2021 | $5.9B | $5.9B | 129 | 20 | 3 | 5 | $1.1B |
| 2019 | Mar 30, 2020 | $5.1B | $5.1B | 121 | 17 | 2 | 5 | $1.1B |
| 2018 | Mar 28, 2019 | $3.6B | $3.6B | 108 | 15 | 2 | 5 | $875M |
| 2017 | Mar 30, 2018 | $2.4B | $2.4B | 96 | 14 | 2 | 5 | $437M |
| 2016 | Mar 31, 2017 | $1.8B | $1.8B | 91 | 10 | n/a | 4 | $135M |
| 2015 | Mar 30, 2016 | $1.6B | $1.6B | 89 | 8 | n/a | n/a | n/a |
| 2014 | Mar 31, 2015 | $1.5B | $1.5B | 78 | 9 | n/a | n/a | n/a |
| 2013 | Mar 31, 2014 | $1.1B | $1.1B | 75 | 10 | n/a | n/a | n/a |
| 2012 | Mar 28, 2013 | $1.0B | $1.0B | 17 | 10 | n/a | n/a | n/a |
| 2011 | Mar 30, 2012 | $704M | $704M | n/a | n/a | n/a | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $11B | $10B | 10.9% | $8.8B | 8.5% | 235 | 210 | 8 | 5 |