NEW MOUNTAIN CAPITAL, LLC
NEW MOUNTAIN CAPITAL, L.L.C. Legal Name
Adviser information for NEW MOUNTAIN CAPITAL, LLC last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 195 |
---|---|
Investment Advisory/Research | 126 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 0 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 9 | $27.3B |
Non-Discretionary | 0 | $0 |
Total | 9 | $27.3B |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 0 | $0 |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 9 | $27.3B |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 11 |
Services
Advisory Services | Portfolio management for pooled investment vehiclesINVESTMENT ADVISER TO PRIVATE FUNDS |
---|---|
Compensation | % of AUMPerformance-based feesTRANSACTION, ADVISORY AND BOARD FEES |
Principal Office
1633 BROADWAY48TH FL.
NEW YORK
NY
United States
Monday - Friday, 8:30AM - 6:00PM
Tel: 212-720-0300, Fax: None
Chief Compliance Officer
JOSEPH HARTSWELL
MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER
1633 BROADWAY
48TH FLOOR
NEW YORK
NY
United States
Tel:
(212) 655-0291
J*********@*********************M
(Full email address available in API data)
Regulatory Contact
SCOTT JUSTIN
DIRECTOR, DEPUTY CHIEF COMPLIANCE OFFICER FOR PRIVATE EQUITY
1633 BROADWAY
48TH FLOOR
NEW YORK
NY
United States
Tel:
(212) 655-0168
S******@*********************M
(Full email address available in API data)
Industry Affiliates
NEW MOUNTAIN CAPITAL (U.K.) LTD. | Other investment adviser, including financial planners |
NEW MOUNTAIN CAPITAL GROUP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
NEW MOUNTAIN CAPITAL JAPAN GK | Other investment adviser, including financial planners |
NEW MOUNTAIN CREDIT CLO ADVISERS, L.L.C. | Other investment adviser, including financial planners |
NEW MOUNTAIN FINANCE ADVISERS BDC, L.L.C. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
NEW MOUNTAIN FINANCE CORPORATION | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
NEW MOUNTAIN FINANCE SBIC GP, L.L.C. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
NEW MOUNTAIN FINANCE SBIC II G.P., L.L.C. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
NEW MOUNTAIN GUARDIAN II GP, L.L.C. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
NEW MOUNTAIN GUARDIAN II MASTER FUND-A GP, L.L.C. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
NEW MOUNTAIN GUARDIAN INVESTMENTS III, L.L.C. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
NEW MOUNTAIN GUARDIAN INVESTMENTS IV UNLEVERED, L.L.C. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
NEW MOUNTAIN GUARDIAN INVESTMENTS IV, L.L.C. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
NEW MOUNTAIN INDIA PRIVATE LIMITED | Other investment adviser, including financial planners |
NEW MOUNTAIN INVESTMENTS III CONTINUATION GP, L.L.C. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
NEW MOUNTAIN INVESTMENTS III, L.L.C. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
NEW MOUNTAIN INVESTMENTS IV CONTINUATION GP, L.L.C. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
NEW MOUNTAIN INVESTMENTS IV, L.L.C. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
NEW MOUNTAIN INVESTMENTS V, L.L.C. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
NEW MOUNTAIN INVESTMENTS VI LUXEMBOURG, S.A.R.L. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
NEW MOUNTAIN INVESTMENTS VI, L.L.C. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
NEW MOUNTAIN NET LEASE GP II, L.L.C. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
NEW MOUNTAIN NET LEASE GP, L.L.C. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
NEW MOUNTAIN STRATEGIC INVESTMENTS GP I, L.L.C. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
NMF SLF INVESTMENTS I, L.L.C. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
NEW MOUNTAIN PARTNERS III, L.P. | Private Equity Fund | $195.9M | $10.0M | 209 |
NEW MOUNTAIN PARTNERS IV, L.P. | Private Equity Fund | $1,153.3M | $10.0M | 170 |
NEW MOUNTAIN PARTNERS V, L.P. | Private Equity Fund | $8,382.3M | $10.0M | 257 |
NEW MOUNTAIN PARTNERS VI LUXEMBOURG, SCSP | Private Equity Fund | $431.4M | $10.0M | 54 |
NEW MOUNTAIN PARTNERS VI, L.P. | Private Equity Fund | $9,709.6M | $10.0M | 284 |
NEW MOUNTAIN STRATEGIC EQUITY FUND I, L.P. | Private Equity Fund | $569.2M | $10.0M | 22 |
NMP III CONTINUATION FUND, L.P. | Private Equity Fund | $1,124.3M | $10.0M | 73 |
NMP IV CONTINUATION FUND (D), L.P. | Private Equity Fund | $1,248.4M | $10.0M | 10 |
NMP IV ROLLOVER FUND (D), L.P. | Private Equity Fund | $73.2M | $10.0M | 32 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
KLINSKY, STEVEN, BRUCE | Individual | – | FOUNDER, CHIEF EXECUTIVE OFFICER | 07/1999 | 50-75% |
NEW MOUNTAIN CAPITAL GROUP, L.P. | Domestic Entity | – | MEMBER | 07/1999 | > 75% |
KLINSKY, STEVEN, BRUCE | Individual | NM HOLDINGS GP, L.L.C. | MANAGING MEMBER | 10/2018 | 50-75% |
WEINSTEIN, ADAM | Individual | – | MANAGING DIRECTOR, CHIEF FINANCIAL OFFICER | 01/2015 | < 5% |
HARTSWELL, JOSEPH, WESLEY | Individual | – | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | 08/2015 | < 5% |
NM HOLDINGS GP, L.L.C. | Domestic Entity | NEW MOUNTAIN CAPITAL GROUP, L.P. | GENERAL PARTNER | 10/2018 | |
NM PARTNERS MANAGER HOLDINGS, L.P. | Domestic Entity | NEW MOUNTAIN CAPITAL GROUP, L.P. | LIMITED PARTNER | 10/2018 | > 75% |
NM HOLDINGS GP, L.L.C. | Domestic Entity | NM PARTNERS MANAGER HOLDINGS, L.P. | GENERAL PARTNER | 10/2018 | |
KLINSKY, STEVEN, BRUCE | Individual | NM PARTNERS MANAGER HOLDINGS, L.P. | LIMITED PARTNER | 10/2018 | 50-75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
AVANTOR INC | COM | 297M | 14M | – |
R1 RCM INC | COM | 1B | 95M | – |