Clients
New Mountain Capital serves 14 clients. The average client has about $3.32 billion with the firm.
- Pooled investment vehicles14 clients100%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 14 | $46,410,268,101 | 100.0% | $3.32B |
| Total | 14 | $46,410,268,101 | 100% | $3.32B |
- Clients
- 14
- Regulatory AUM
- $46,410,268,101
- Share
- 100.0%
- Avg. per client
- $3.32B
Total
- Clients
- 14
- Regulatory AUM
- $46,410,268,101
- Share
- 100%
- Avg. per client
- $3.32B
What it does
New Mountain Capital provides portfolio management for pooled vehicles and other activities. It is paid through a percentage of assets, performance-based fees and other arrangements.
New Mountain Capital advises 14 private funds.
100.0% of assets ($46.41B across 14 accounts) are managed with discretion. 14% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
Custodians
New Mountain Capital has custody of $31.24B for 14 clients.
- All other custodians$46.41B100%
Ownership and leadership
New Mountain Capital Group, L.P. owns 75% or more of New Mountain Capital, and Steven Klinsky is its CEO.
- Owns 75% or more of New Mountain Capital, L.L.C.
New Mountain Capital Group, L.P.
Control person · since July 1999
- Owns 75% or more of New Mountain Capital Group, L.P.
NM Partners Manager Holdings, L.P.
Control person · since October 2018
NM Holdings GP, L.L.C.
General partner · Control person · since October 2018
- Owns 50% to 75% of New Mountain Capital, L.L.C.
Steven Klinsky
Control person · since July 1999
Leadership
- Steven KlinskyFounder, Chief Executive Officer
- Adam WeinsteinPresident, Managing Director, Chief Operating Officer
- John HauslerManaging Director and Chief Financial Officer
- Joseph HartswellManaging Director and Chief Compliance Officer
Staff
- 235 employees
- 154 in advisory functions
- 8 broker-dealer reps
Reported holdings
New Mountain Capital’s reported 13F holdings total $138.6M across 1 positions, and the ten largest make up 100.0% of it.
- $138.6M
- Reported 13F value
- 1
- Positions
- 100.0%
- In the 10 largest
- +26.3%
- Value vs. prior quarter
- Avantor Inc.100.0%
Together, the ten largest are 100.0% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $138.6M is not its $46.41B in regulatory assets and does not represent any individual client's portfolio.
Fees
New Mountain Capital is paid through a percentage of assets under management, performance-based fees and other.
New Mountain Capital’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, New Mountain Capital has 8 offices, with 3 listed addresses across 3 states.
California · 1 listed address
- 401 Wilshire Boulevard, Santa Monica
New York · 1 listed address
- 1633 Broadway, 48th FL., New YorkHQ
South Carolina · 1 listed address
- 170 Meeting Street, Charleston
Registration details
- Legal name
- New Mountain Capital, L.L.C.
- Headquarters
- 1633 Broadway, 48th FL., New York, NY 10019
- Phone
- 212-720-0300
- Website
- www.newmountaincapital.com
- SEC file
- 801-74051
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does New Mountain Capital have?
New Mountain Capital has 14 clients and manages $46.4 billion for them, as of March 2026.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does New Mountain Capital offer?
New Mountain Capital provides portfolio management for pooled vehicles and other activities.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does New Mountain Capital have?
New Mountain Capital has 0 investment adviser representatives registered with state securities authorities, out of 235 employees, and 154 perform investment advisory functions. 8 are registered representatives of a broker-dealer and 0 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns New Mountain Capital?
New Mountain Capital is owned through a holding company by NM Partners Manager Holdings, L.P. Its direct owners are Steven Klinsky (50% to 75%) and New Mountain Capital Group, L.P. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does New Mountain Capital get paid?
New Mountain Capital is paid through a percentage of assets under management, performance-based fees and other arrangements. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file