Sponsor Check › Sponsor group
96 issuers linked to one sponsor · NEW YORK, NY
Grouped because: 47 shared people, 13 shared management entities, same business address (86 issuers), similar issuer names (5) · 9 issuers also list a director who sits on many unrelated issuers (not used to group) · confidence 76% (automatic match from the filings) · Not the same sponsor? Request a correction
Data last updated: Oct 23, 2026, 5:45 PM ET · Latest filing in this group: Oct 21, 2026 · Courts (RECAP) last checked: not yet · SEC enforcement last checked: Oct 23, 2026, 9:32 PM ET
The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.
Not yet searched.
Sources to be searched: CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Search queued. Results are added automatically; check back later or follow this page to be notified.
State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
SEC enforcement searched: SEC litigation releases + SEC administrative proceedings (sec.gov index, 1995-09-19 → 2026-10-23) — last checked Oct 23, 2026, 9:32 PM ET; State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states: not yet searched.
None found in sources searched.
Not yet searched.
Sources to be searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Search queued. Results are added automatically; check back later or follow this page to be notified.
State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known only from an approved profile claim or its Form ADV) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.
27 of 147 offerings report sales commissions totalling $304,147,711; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Oct 21, 2026 D File 021-602043 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 21, 2026 D File 021-602047 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 20, 2026 D File 021-601884 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 15, 2026 D File 021-601382 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 25, 2026 D/A File 021-558979 | $5,000,000 (est.) | $0 | $0 | Compass Group Global Advisors S.A. no CRD number reported Alpencrest Investment Management Pty Ltd no CRD number reported Ameris Matrix Limited no CRD number reported Acro Securities no CRD number reported GreensLedge Capital Markets LLC BrokerCheck CRD 151026 ↗ via GreensLedge Capital Markets LLC (CRD 151026 ↗) |
| EDGAR ↗ | Sep 25, 2026 D/A File 021-558963 | $5,000,000 (est.) | $0 | $0 | Compass Group Global Advisors S.A. no CRD number reported Alpencrest Investment Management Pty Ltd no CRD number reported Ameris Matrix Limited no CRD number reported Acro Securities no CRD number reported GreensLedge Capital Markets LLC BrokerCheck CRD 151026 ↗ via GreensLedge Capital Markets LLC (CRD 151026 ↗) |
| EDGAR ↗ | Sep 25, 2026 D/A File 021-558975 | $5,000,000 (est.) | $0 | $0 | Compass Group Global Advisors S.A. no CRD number reported Alpencrest Investment Management Pty Ltd no CRD number reported Ameris Matrix Limited no CRD number reported Acro Securities no CRD number reported GreensLedge Capital Markets LLC BrokerCheck CRD 151026 ↗ via GreensLedge Capital Markets LLC (CRD 151026 ↗) |
| EDGAR ↗ | Aug 26, 2026 D File 021-595493 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 14, 2026 D File 021-594329 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 29, 2026 D/A File 021-483135 | $3,990,625 | $0 | $0 | Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗ via Goldman Sachs & Co. LLC (CRD 361 ↗) PG Capital Ltd. no CRD number reported |
| EDGAR ↗ | Jul 14, 2026 D File 021-590657 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 14, 2026 D File 021-590659 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 24, 2026 D File 021-588376 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 12, 2026 D File 021-587160 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 4, 2026 D/A File 021-480676 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 27, 2026 D/A File 021-488377 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 15, 2026 D File 021-584167 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 6, 2026 D/A File 021-399582 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 24, 2026 D File 021-581749 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 24, 2026 D File 021-581752 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 26, 2026 D File 021-577900 | $42,000,000 (est.) | $0 | $0 | Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗ via Goldman Sachs & Co. LLC (CRD 361 ↗) Jefferies LLC BrokerCheck CRD 2347 ↗ via Jefferies LLC (CRD 2347 ↗) BOFA Securities, Inc. BrokerCheck CRD 283942 ↗ via BOFA Securities, Inc. (CRD 283942 ↗) Evercore Group L.L.C. BrokerCheck CRD 42405 ↗ via Evercore Group L.L.C. (CRD 42405 ↗) |
| EDGAR ↗ | Mar 26, 2026 D File 021-577912 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 26, 2026 D File 021-577904 | $42,000,000 (est.) | $0 | $0 | Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗ via Goldman Sachs & Co. LLC (CRD 361 ↗) Jefferies LLC BrokerCheck CRD 2347 ↗ via Jefferies LLC (CRD 2347 ↗) BOFA Securities, Inc. BrokerCheck CRD 283942 ↗ via BOFA Securities, Inc. (CRD 283942 ↗) Evercore Group L.L.C. BrokerCheck CRD 42405 ↗ via Evercore Group L.L.C. (CRD 42405 ↗) |
| EDGAR ↗ | Mar 26, 2026 D File 021-577906 | $42,000,000 (est.) | $0 | $0 | Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗ via Goldman Sachs & Co. LLC (CRD 361 ↗) Jefferies LLC BrokerCheck CRD 2347 ↗ via Jefferies LLC (CRD 2347 ↗) BOFA Securities, Inc. BrokerCheck CRD 283942 ↗ via BOFA Securities, Inc. (CRD 283942 ↗) Evercore Group L.L.C. BrokerCheck CRD 42405 ↗ via Evercore Group L.L.C. (CRD 42405 ↗) |
| EDGAR ↗ | Feb 12, 2026 D/A File 021-535217 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 29, 2026 D File 021-571718 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 22, 2026 D/A File 021-385113 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 19, 2025 D File 021-567641 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 16, 2025 D File 021-566926 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 15, 2025 D/A File 021-532098 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 13, 2025 D File 021-563810 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 30, 2025 D File 021-562493 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 23, 2025 D/A File 021-526949 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 20, 2025 D File 021-561415 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 24, 2025 D File 021-549645 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 13, 2025 D File 021-548892 | $0 (est.) | $0 (est.) | $0 (est.) The management company will receive management fees in an amount based off of the amount of securities sold. | None listed on this filing |
| EDGAR ↗ | May 16, 2025 D/A File 021-433795 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 28, 2025 D/A File 021-475309 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 14, 2025 D File 021-543588 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 3, 2025 D File 021-542900 | $2,500,000 (est.) | $0 | $0 | Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗ via Goldman Sachs & Co. LLC (CRD 361 ↗) |
| EDGAR ↗ | Apr 3, 2025 D File 021-542901 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 17, 2025 D/A File 021-403318 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 7, 2025 D File 021-540203 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 20, 2024 D File 021-532821 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 10, 2024 D File 021-531646 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 30, 2024 D File 021-528193 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 18, 2024 D File 021-524398 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 10, 2024 D File 021-523680 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 6, 2024 D/A File 021-477935 | $49,000,000 (est.) | $0 | $0 | TransPacific Group (Asia) Limited no CRD number reported TransPacific Group LLC BrokerCheck CRD 143869 ↗ via TransPacific Group LLC (CRD 143869 ↗) Vigilant Distributors, LLC BrokerCheck CRD 285573 ↗ via Vigilant Distributors, LLC (CRD 285573 ↗) Acro Securities no CRD number reported Ameris Matrix Limited no CRD number reported Compass Group Global Advisors, S.A. no CRD number reported Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗ via Goldman Sachs & Co. LLC (CRD 361 ↗) Citi Private Advisory, LLC BrokerCheck CRD 153777 ↗ via Citi Private Advisory, LLC (CRD 153777 ↗) J. P. Morgan Securities LLC BrokerCheck CRD 79 ↗ via J. P. Morgan Securities LLC (CRD 79 ↗) Moonfare GmbH no CRD number reported Bank of Singapore Limited no CRD number reported |
| EDGAR ↗ | Aug 6, 2024 D/A File 021-477939 | $14,750,000 (est.) | $0 | $0 | Goldman Sachs International no CRD number reported Goldman Sachs Asset Management Fund Services Limited no CRD number reported Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗ via Goldman Sachs & Co. LLC (CRD 361 ↗) J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗ via J.P. Morgan Securities LLC (CRD 79 ↗) Moonfare GmbH no CRD number reported Ameris Matrix Limited no CRD number reported |
| EDGAR ↗ | Aug 2, 2024 D/A File 021-481996 | $1,000,000 (est.) | $0 | $0 | Acro Securities no CRD number reported Vigilant Distributors, LLC BrokerCheck CRD 000285573 ↗ via Vigilant Distributors, LLC (CRD 000285573 ↗) |
| EDGAR ↗ | Jun 26, 2024 D File 021-517038 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 10, 2024 D File 021-515627 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 30, 2024 D File 021-514713 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 3, 2024 D/A File 021-444303 | $3,000,000 (est.) | $0 | $0 | Acro Securities no CRD number reported Ameris Capital SA no CRD number reported TransPacific Group LLC BrokerCheck CRD 143869 ↗ via TransPacific Group LLC (CRD 143869 ↗) TransPacific Group (Asia) Limited no CRD number reported Vigilant Distributors, LLC BrokerCheck CRD 285573 ↗ via Vigilant Distributors, LLC (CRD 285573 ↗) IBK Securities Co, Ltd no CRD number reported |
| EDGAR ↗ | Nov 21, 2023 D File 021-497875 | $6,000,000 (est.) | $0 | $0 | Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗ via Goldman Sachs & Co. LLC (CRD 361 ↗) |
| EDGAR ↗ | Nov 21, 2023 D File 021-497879 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 11, 2023 D/A File 021-475547 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 31, 2023 D File 021-488376 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 20, 2023 D File 021-484650 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 24, 2023 D File 021-482495 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 13, 2023 D File 021-478779 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 5, 2023 D/A File 021-440429 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 5, 2023 D/A File 021-440391 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 9, 2023 D File 021-475307 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 9, 2023 D File 021-473103 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 2, 2023 D File 021-472486 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 22, 2022 D File 021-468512 | $3,000 | $0 | $0 | ICA, LLC BrokerCheck CRD 145235 ↗ |
| EDGAR ↗ | Aug 24, 2022 D File 021-456942 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 28, 2022 D File 021-435254 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 10, 2022 D File 021-433133 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 9, 2022 D/A File 021-360333 | $0 | $0 | $0 Pursuant to the Investment Management Agreement, the Issuer will pay the Investment Adviser a base management fee. | None listed on this filing |
| EDGAR ↗ | Dec 2, 2021 D/A File 021-381682 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 29, 2021 D File 021-419297 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 19, 2021 D File 021-417514 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 30, 2021 D File 021-411712 | $0 | $0 | $0 | Evercore Group L.L.C. BrokerCheck CRD 42405 ↗ |
| EDGAR ↗ | Aug 30, 2021 D File 021-411716 | $0 | $0 | $0 | Evercore Group L.L.C. BrokerCheck CRD 42405 ↗ |
| EDGAR ↗ | Aug 19, 2021 D File 021-410642 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 19, 2021 D File 021-410644 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 23, 2021 D/A File 021-344218 | $1,000,000 (est.) | $0 | $0 | Icelandic Investors Ltd. no CRD number reported Ameris Capital Limitada no CRD number reported GrovePeak SAS no CRD number reported |
| EDGAR ↗ | Jun 29, 2021 D File 021-404608 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 29, 2021 D File 021-404606 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 10, 2021 D File 021-402361 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 10, 2021 D File 021-402365 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 25, 2021 D/A File 021-304917 | $0 | $0 | $0 (continued from Item 15 clarification above) and have no value for U.S. tax purposes on the grant date. The date of the first sale in Item 7 above is the date of the first grant. | None listed on this filing |
| EDGAR ↗ | Mar 25, 2021 D File 021-393574 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 25, 2021 D File 021-393577 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 26, 2021 D/A File 021-365333 | $22,400,000 | $0 | $0 | Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗ via Goldman Sachs & Co. LLC (CRD 361 ↗) Ameris Capital Limitada no CRD number reported Halman-Aldubi Investment Funds Ltd. no CRD number reported Icelandic Investors Ltd. no CRD number reported TransPacific Group (Asia) Limited no CRD number reported |
| EDGAR ↗ | Jan 4, 2021 D File 021-385110 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 30, 2020 D File 021-384865 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 29, 2020 D File 021-384519 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 23, 2020 D/A File 021-353803 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 30, 2020 D File 021-381641 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 30, 2020 D/A File 021-369248 | $5,000,000 (est.) | $0 | $0 | Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗ via Goldman Sachs & Co. LLC (CRD 361 ↗) |
| EDGAR ↗ | Aug 31, 2020 D File 021-374535 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 31, 2020 D File 021-374537 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 6, 2020 D File 021-372673 | $187,500 | $0 | $0 | GOLDMAN SACHS & CO. LLC BrokerCheck CRD 361 ↗ |
| EDGAR ↗ | Jun 1, 2020 D File 021-368054 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 1, 2020 D File 021-368056 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 17, 2020 D File 021-365335 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 16, 2020 D File 021-365117 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 3, 2020 D/A File 021-333190 | $4,000,000 (est.) | $0 | $0 | Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗ via Goldman Sachs & Co. LLC (CRD 361 ↗) |
| EDGAR ↗ | Mar 10, 2020 D/A File 021-307050 | $0 (est.) | $0 (est.) | $0 | None listed on this filing |
| EDGAR ↗ | Jan 30, 2020 D File 021-359379 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 30, 2020 D File 021-359384 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 10, 2019 D/A File 021-303951 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 15, 2019 D File 021-346638 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 15, 2019 D/A File 021-299201 | $6,250,000 | $0 | $0 | Park Hill Group LLC BrokerCheck CRD 135898 ↗ via Park Hill Group LLC (CRD 135898 ↗) SAF Financial Securities LLC BrokerCheck CRD 284938 ↗ via SAF Financial Securities LLC (CRD 284938 ↗) |
| EDGAR ↗ | Apr 1, 2019 D/A File 021-283769 | $880,738 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | Asante Capital Group Advisors LLC BrokerCheck CRD 155178 ↗ |
| EDGAR ↗ | Apr 1, 2019 D/A File 021-283770 | $29,236 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | Asante Capital Group Advisors LLC BrokerCheck CRD 155178 ↗ |
| EDGAR ↗ | Nov 29, 2018 D File 021-326875 | $285,750 | $0 | $0 | Park Hill Group LLC BrokerCheck CRD 135898 ↗ via Park Hill Group LLC (CRD 135898 ↗) |
| EDGAR ↗ | Nov 21, 2018 D/A File 021-298425 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 14, 2018 D/A File 021-85026 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 14, 2018 D/A File 021-142378 | $55,237 | $0 | $0 | KPG Capital Partners, LLC BrokerCheck CRD 165392 ↗ |
| EDGAR ↗ | Nov 14, 2018 D/A File 021-217295 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 18, 2018 D File 021-321662 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 21, 2018 D File 021-315127 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 28, 2017 D File 021-301900 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 13, 2017 D/A File 021-287403 | $14,065,625 | $0 | $0 | Credit Suisse Securities (USA) LLC BrokerCheck CRD 816 ↗ via Credit Suisse Securities (USA) LLC (CRD 816 ↗) Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗ via Goldman Sachs & Co. LLC (CRD 361 ↗) Ameris Capital S.A. no CRD number reported |
| EDGAR ↗ | May 24, 2017 D File 021-287406 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 14, 2016 D/A File 021-217296 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 4, 2016 D File 021-271760 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 4, 2016 D File 021-271811 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 4, 2016 D File 021-271813 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 29, 2016 D File 021-271585 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 27, 2016 D File 021-271373 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 16, 2016 D File 021-270796 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 22, 2016 D File 021-267556 | $0 | $0 | $0 (est.) Some of the proceeds may be used for general working capital purposes which may include the payment of salaries and other fees to those listed in Item 3. | None listed on this filing |
| EDGAR ↗ | Jun 1, 2015 D File 021-240901 | $0 | $0 | $0 (est.) Some of the proceeds may be used for general working capital purposes which may include the payment of salaries and other fees to those listed in Item 3. | None listed on this filing |
| EDGAR ↗ | Jul 9, 2014 D/A File 021-193888 | $28,000,000 (est.) | $0 | $0 | Credit Suisse Securities (USA) LLC BrokerCheck CRD 816 ↗ via Credit Suisse Securities (USA) LLC (CRD 816 ↗) Goldman, Sachs & Co. BrokerCheck CRD 361 ↗ via Goldman, Sachs & Co. (CRD 361 ↗) |
| EDGAR ↗ | Jul 1, 2014 D File 021-220175 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 27, 2014 D File 021-217997 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 3, 2013 D/A File 021-175831 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 18, 2013 D File 021-193512 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 15, 2012 D File 021-187008 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 3, 2012 D File 021-180681 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 30, 2012 D/A File 021-156554 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 12, 2011 D File 021-159696 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 10, 2011 D File 021-159552 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 11, 2011 D File 021-156553 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 6, 2010 D File 021-141637 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 28, 2010 D File 021-141206 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 7, 2010 D File 021-140076 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 28, 2009 D File 021-76990 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 25, 2009 D File 021-108029 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 7, 2009 D File 021-129955 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 7, 2009 D File 021-129970 | $750,000 (est.) | $0 | $0 | Credit Suisse Securities (USA) LLC BrokerCheck CRD 816 ↗ |
As reported by the issuer on Form D (Items 12–15), latest filing per offering (one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.
Counted across all 96 issuers in this group — every filing in our index, latest filing per offering (SEC file number).
0 recorded documents and 0 ownership records matched to New Mountain in the sources searched.
Not found in sources searched (no on-demand check has run yet): NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c); NYC PLUTO ownership via NYC Open Data (64uk-42ks); Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp); Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files). Records in other counties, and recorder indexes we do not yet cover, were not searched.
Property records coverage: New York City (ACRIS recorded documents and ownership, refreshed monthly); Hillsborough County FL (recorded documents from Oct 14, 2026 forward; ownership from FL DOR roll 2026); Cook County IL, Harris County TX, Dallas County TX (assessor ownership and deed/sale records only); Miami-Dade County FL (ownership from FL DOR roll only; Clerk recorded documents not yet searched). Recorder indexes for TX, AZ, IL and WA counties, mortgages and liens outside NYC and FL, lis pendens and foreclosure notices everywhere, Miami-Dade County FL recorded documents, Maricopa County AZ, King County WA, Salt Lake County UT, and all other counties are not yet searched. Last refresh: Oct 23, 2026, 11:00 PM ET. Sources searched: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET · Florida DOR NAL roll (Hillsborough 39) roll year 2026 — loaded Oct 23, 2026, 8:54 PM ET · Florida DOR NAL roll (Dade 23) roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET · Harris County Appraisal District real_acct.txt roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET · Dallas Central Appraisal District ACCOUNT_INFO.CSV roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET. Not yet searched for this group (queued): NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Counterparties that are not business entities are shown as "an individual (name withheld)"; residential addresses are never shown. Items still in human review are not shown.
Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.
| Issuer | Linked by | Location | Industry | Filings | Sold (max) | Investors | Min. investment (latest filing) | Active |
|---|---|---|---|---|---|---|---|---|
| New Mountain Guardian Partners (Cayman), L.P. | shared people, same business address | NEW YORK, NY | Pooled Investment Fund | 1 | $20,000,000 | 5 | $1,000,000 | 2009–2009 |
| New Mountain Guardian Partners, L.P. | shared people, same business address | NEW YORK, NY | Pooled Investment Fund | 1 | $18,435,572 | 1 | $1,000,000 | 2009–2009 |
| OGH Acquisition Corp | shared people, same business address | New York, NY | Other | 1 | $50,000,000 | 13 | $1,000 | 2009–2009 |
| DELTEK, INC | shared people | HERNDON, VA | Other Technology | 1 | $2,000,019 | 19 | No minimum reported | 2009–2009 |
| RedPrairie Holding, Inc. | shared people, director listed on many unrelated issuers (not used to group) | SCOTTSDALE, AZ | Other Technology | 9 | $86,571,044 offering Indefinite · similar: $1,100,015–$10,001,163 | 57 similar: 2–14 | No minimum reported similar: $5,000–$50,000 | 2010–2019 |
| INMAR HOLDINGS INC | shared people, same business address, director listed on many unrelated issuers (not used to group) | New York, NY | Business Services | 5 | $15,500,000 | 95 | No minimum reported | 2010–2012 |
| NEW MOUNTAIN VANTAGE, L.P. | shared people, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 5 | $562,230,968 offering Indefinite · similar: $155,000–$5,250,000 | 31 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2010–2018 |
| NEW MOUNTAIN VANTAGE (CAYMAN), LTD. | shared people, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 5 | $463,750,000 offering Indefinite · similar: $155,000–$5,250,000 | 13 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2010–2018 |
| New Mountain Finance Corp | shared people | NEW YORK, NY | Investing | 1 | $0 | 0 | $1,000 | 2011–2011 |
| Valet Waste Holdings, Inc. | shared people, same business address | NEW YORK, NY | Business Services | 2 | $16,039,997 | 12 | No minimum reported | 2012–2013 |
| NM Alpha Acquisition LLC | shared people, same business address | NEW YORK, NY | Pooled Investment Fund | 1 | $35,000,000 | 2 | No minimum reported | 2012–2012 |
| PDS Holdco Inc. | shared people, same business address | NEW YORK, NY | Other Health Care | 1 | $400,000 | 1 | No minimum reported | 2013–2013 |
| New Mountain Partners IV, L.P. | shared people, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 3 | $3,053,775,400 offering $4,000,000,000 · similar: $155,000–$5,250,000 | 115 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2013–2014 |
| NEW MOUNTAIN VANTAGE LO, L.P. | shared people, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 6 | $192,100,000 offering Indefinite · similar: $155,000–$5,250,000 | 7 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2014–2018 |
| New Mountain Vantage LO (Cayman) Ltd. | shared people, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 4 | $200,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 1 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2014–2016 |
| Woofbert, Inc. | shared people | NEW YORK, NY | Other Technology | 2 | $2,784,969 offering $3,999,999 · similar: $1,100,015–$10,001,163 | 31 similar: 2–14 | No minimum reported similar: $5,000–$50,000 | 2015–2016 |
| Olympus Topco, Inc. | shared people, same business address | NEW YORK, NY | Other Health Care | 1 | $18,250,700 offering Indefinite · similar: $829,831–$9,999,998 | 11 similar: 2–15 | No minimum reported similar: $10,000–$54,310 | 2016–2016 |
| Avantor, Inc. | shared people, same business address | NEW YORK, NY | Other Health Care | 2 | $0 offering Indefinite · similar: $829,831–$9,999,998 | 0 similar: 2–15 | No minimum reported similar: $10,000–$54,310 | 2016–2016 |
| Convey Health Parent, Inc. | shared people, same business address | NEW YORK, NY | Other Health Care | 3 | $0 offering Indefinite · similar: $829,831–$9,999,998 | 0 similar: 2–15 | No minimum reported similar: $10,000–$54,310 | 2016–2016 |
| New Mountain Guardian Partners II, L.P. | shared people, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 3 | $73,385,000 offering Indefinite · similar: $155,000–$5,250,000 | 11 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2017–2019 |
| New Mountain Guardian Partners II Offshore, L.P. | shared people, shared management entity | GEORGE TOWN, E9 | Pooled Investment Fund | 3 | $430,212,000 offering Indefinite · similar: $155,000–$5,250,000 | 13 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2017–2019 |
| New Mountain Affiliated Investors V, L.P. | shared people, same business address | NEW YORK, NY | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2017–2017 |
| New Mountain Partners V, L.P. | shared people, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 2 | $5,850,000,000 offering $5,850,000,000 · similar: $155,000–$5,250,000 | 251 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2017–2017 |
| Gelest Intermediate Holdings, Inc. | shared people, same business address | NEW YORK, NY | Manufacturing | 2 | $5,103,273 offering Indefinite · similar: $1,000,000–$7,247,539 | 6 similar: 2–13 | No minimum reported similar: $10,000–$60,000 | 2017–2018 |
| New Mountain Net Lease Partners, L.P. | shared people, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 6 | $533,261,400 offering $533,261,400 · similar: $155,000–$5,250,000 | 161 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2017–2019 |
| Vail Holdco Corp | shared people, director listed on many unrelated issuers (not used to group) | RADNOR, PA | Other Health Care | 1 | $0 offering Indefinite · similar: $829,831–$9,999,998 | 0 similar: 2–15 | No minimum reported similar: $10,000–$54,310 | 2017–2017 |
| Fast Pass Holdings, LLC | shared people | AKRON, OH | Other | 4 | $188,392,027 offering Indefinite · similar: $500,000–$7,000,000 | 27 similar: 2–14 | No minimum reported similar: $5,000–$50,000 | 2018–2021 |
| Silverback Holdings, Inc. | shared people | HAMILTON, NJ | Other | 3 | $676,397 offering Indefinite · similar: $500,000–$7,000,000 | 41 similar: 2–14 | No minimum reported similar: $5,000–$50,000 | 2018–2020 |
| New Momentum Holdings Inc. | shared people, same business address, director listed on many unrelated issuers (not used to group) | NEW YORK, NY | Other | 3 | $246,343,386 offering $2,008,000 · similar: $500,000–$7,000,000 | 21 similar: 2–14 | No minimum reported similar: $5,000–$50,000 | 2018–2020 |
| NM Beeline Co-Invest, L.P. | shared people, same business address | NEW YORK, NY | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2018–2018 |
| New Mountain Net Lease Delaware Feeder, L.P. | shared people, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 1 | $12,700,000 offering Indefinite · similar: $155,000–$5,250,000 | 16 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2018–2018 |
| New Mountain Strategic Equity Fund I, L.P. | shared people, same business address | NEW YORK, NY | Pooled Investment Fund | 3 | $337,250,000 offering Indefinite · similar: $155,000–$5,250,000 | 18 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2019–2020 |
| New Mountain Guardian III BDC, L.L.C. | shared people, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 3 | $616,855,970 offering Indefinite · similar: $155,000–$5,250,000 | 30 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2019–2021 |
| Warrior Group, L.P. | shared people, same business address | NEW YORK, NY | Other | 3 | $421,388,370 offering Indefinite · similar: $500,000–$7,000,000 | 55 similar: 2–14 | No minimum reported similar: $5,000–$50,000 | 2019–2020 |
| Astronaut Investment L.P. | shared people, same business address | NEW YORK, NY | Other | 3 | $0 offering Indefinite · similar: $500,000–$7,000,000 | 0 similar: 2–14 | No minimum reported similar: $5,000–$50,000 | 2020–2021 |
| Astronaut Holdco, Inc. | shared people, same business address | NEW YORK, NY | Other | 3 | $0 offering Indefinite · similar: $500,000–$7,000,000 | 0 similar: 2–14 | No minimum reported similar: $5,000–$50,000 | 2020–2021 |
| NMF SLF I, Inc. | shared people, shared management entity, same business address | New York, NY | Pooled Investment Fund | 3 | $690,000,000 offering $690,000,000 · similar: $155,000–$5,250,000 | 4 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2020–2022 |
| New Mountain Partners VI, L.P. | shared people, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 4 | $9,586,290,000 offering $9,586,290,000 · similar: $155,000–$5,250,000 | 423 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2020–2021 |
| New Mountain Affiliated Investors VI, L.P. | shared people, same business address | NEW YORK, NY | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2020–2020 |
| New Mountain Partners VI Luxembourg, SCSp | shared people, same business address | GRAND DUCHY OF LUXEMBOURG, N4 | Pooled Investment Fund | 2 | $7,753,142,269 offering Indefinite · similar: $155,000–$5,250,000 | 231 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2020–2020 |
| Heracles Parent, L.L.C. | shared people, same business address | NEW YORK, NY | Other Health Care | 1 | $17,249,964 offering $17,249,964 · similar: $829,831–$9,999,998 | 33 similar: 2–15 | No minimum reported similar: $10,000–$54,310 | 2020–2020 |
| New Wellness Holdco, Inc. | shared people, same business address, similar issuer names | NEW YORK, NY | Other | 1 | $0 offering Indefinite · similar: $500,000–$7,000,000 | 0 similar: 2–14 | No minimum reported similar: $5,000–$50,000 | 2020–2020 |
| New Wellness Investment, L.P. | shared people, same business address, similar issuer names, director listed on many unrelated issuers (not used to group) | NEW YORK, NY | Other | 5 | $2,000,000 offering Indefinite · similar: $500,000–$7,000,000 | 3 similar: 2–14 | No minimum reported similar: $5,000–$50,000 | 2020–2024 |
| Aceto Management, L.L.C. | shared people, same business address | NEW YORK, NY | Pharmaceuticals | 2 | $23,620,797 offering Indefinite · similar: $1,694,259–$16,000,000 | 19 similar: 1–13 | No minimum reported similar: $10,000–$55,000 | 2020–2021 |
| Tinuiti Group Holdings, L.P. | shared people, same business address | NEW YORK, NY | Business Services | 7 | $442,326,600 offering Indefinite · similar: $500,000–$5,000,000 | 83 similar: 2–15 | No minimum reported similar: $6,225–$50,000 | 2020–2026 |
| Pure Parent, LLC | shared people, same business address | NEW YORK, NY | Other | 6 | $241,675,000 offering Indefinite · similar: $500,000–$7,000,000 | 60 similar: 2–14 | No minimum reported similar: $5,000–$50,000 | 2021–2026 |
| Relay Holdco, Inc. | shared people, same business address | NEW YORK, NY | Other | 1 | $0 offering Indefinite · similar: $500,000–$7,000,000 | 0 similar: 2–14 | No minimum reported similar: $5,000–$50,000 | 2021–2021 |
| Relay Investment, L.P. | shared people, same business address | NEW YORK, NY | Other | 5 | $0 offering Indefinite · similar: $500,000–$7,000,000 | 66 similar: 2–14 | No minimum reported similar: $5,000–$50,000 | 2021–2025 |
| Olympic Holdco, Inc. | shared people, same business address | NEW YORK, NY | Other | 1 | $0 offering Indefinite · similar: $500,000–$7,000,000 | 0 similar: 2–14 | No minimum reported similar: $5,000–$50,000 | 2021–2021 |
| Olympic Investment, L.P. | shared people, same business address | NEW YORK, NY | Other | 4 | $0 offering Indefinite · similar: $500,000–$7,000,000 | 0 similar: 2–14 | No minimum reported similar: $5,000–$50,000 | 2021–2025 |
| Astronaut Topco, L.P. | shared people, same business address, director listed on many unrelated issuers (not used to group) | NEW YORK, NY | Other | 4 | $0 offering Indefinite · similar: $500,000–$7,000,000 | 0 similar: 2–14 | No minimum reported similar: $5,000–$50,000 | 2021–2022 |
| NMP III Continuation Fund, L.P. | shared people, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2021–2021 |
| NMP III Continuation Feeder, L.P. | shared people, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2021–2021 |
| Chartwell Parent, Inc. | shared people, same business address | NEW YORK, NY | Other | 6 | $321,103,498 offering Indefinite · similar: $500,000–$7,000,000 | 132 similar: 2–14 | No minimum reported similar: $5,000–$50,000 | 2022–2025 |
| Citrus Partners Holdings, L.P. | shared people, same business address, director listed on many unrelated issuers (not used to group) | NEW YORK, NY | Other | 2 | $27,125,031 offering Indefinite · similar: $500,000–$7,000,000 | 38 similar: 2–14 | No minimum reported similar: $5,000–$50,000 | 2022–2023 |
| New Mountain Net Lease Delaware Feeder II, L.P. | shared people, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 2 | $816,280,000 offering Indefinite · similar: $155,000–$5,250,000 | 79 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2022–2023 |
| New Mountain Net Lease Partners II, L.P. | shared people, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 2 | $816,280,000 offering Indefinite · similar: $155,000–$5,250,000 | 79 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2022–2023 |
| New Mountain Guardian IV BDC, L.L.C. | shared people, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 3 | $859,575,000 offering Indefinite · similar: $155,000–$5,250,000 | 46 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2022–2024 |
| New Mountain Net Lease Partners II Corp | shared people, same business address | NEW YORK, NY | REITS and Finance | 1 | $60,000 offering $60,000 · similar: $125,000–$125,000 | 120 similar: 124–125 | $500 similar: $1,000–$1,000 | 2022–2022 |
| Carter Investment Holdings, L.P. | shared people, same business address | NEW YORK, NY | Other | 7 | $111,750,000 offering Indefinite · similar: $500,000–$7,000,000 | 68 similar: 2–14 | No minimum reported similar: $5,000–$50,000 | 2023–2026 |
| PerkinElmer Parent, Inc. | shared people, same business address | NEW YORK, NY | Other | 3 | $0 offering Indefinite · similar: $500,000–$7,000,000 | 0 similar: 2–14 | No minimum reported similar: $5,000–$50,000 | 2023–2024 |
| New Mountain Partners VII, L.P. | shared people, same business address | NEW YORK, NY | Pooled Investment Fund | 3 | $15,425,315,000 offering $15,425,315,000 · similar: $155,000–$5,250,000 | 716 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2023–2024 |
| New Mountain Partners VII Luxembourg, SCSp | shared people, same business address | Grand Duchy of Luxembourg, N4 | Pooled Investment Fund | 3 | $15,425,315,000 offering $15,425,315,000 · similar: $155,000–$5,250,000 | 716 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2023–2024 |
| PerkinElmer Topco, L.P. | shared people, director listed on many unrelated issuers (not used to group) | SHELTON, CT | Other | 1 | $0 offering Indefinite · similar: $500,000–$7,000,000 | 0 similar: 2–14 | No minimum reported similar: $5,000–$50,000 | 2023–2023 |
| Ember Management Aggregator, L.P. | shared people, same business address | NEW YORK, NY | Other Health Care | 4 | $130,765,200 offering Indefinite · similar: $829,831–$9,999,998 | 59 similar: 2–15 | No minimum reported similar: $10,000–$54,310 | 2023–2026 |
| New Mountain Guardian IV Income Fund, L.L.C. | shared people, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 3 | $490,505,000 offering Indefinite · similar: $155,000–$5,250,000 | 11 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2023–2024 |
| New Mountain Strategic Equity Fund II, L.P. | shared people, same business address | NEW YORK, NY | Pooled Investment Fund | 4 | $1,315,080,000 offering $1,315,080,000 · similar: $155,000–$5,250,000 | 146 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2023–2026 |
| Rally Topco, L.P. | shared people, same business address | NEW YORK, NY | Other Technology | 4 | $562,915,268 offering Indefinite · similar: $1,100,015–$10,001,163 | 60 similar: 2–14 | No minimum reported similar: $5,000–$50,000 | 2023–2026 |
| NMP IV Continuation Fund (D), L.P. | shared people, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2023–2023 |
| NMP IV Rollover Fund (D), L.P. | shared people, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2023–2023 |
| Turbo Parent Partnership LP | shared people, same business address | NEW YORK, NY | Business Services | 5 | $0 offering Indefinite · similar: $500,000–$5,000,000 | 0 similar: 2–15 | No minimum reported similar: $6,225–$50,000 | 2024–2026 |
| Dorado Parent, L.P. | shared people, same business address | NEW YORK, NY | Other | 4 | $0 offering Indefinite · similar: $500,000–$7,000,000 | 0 similar: 2–14 | No minimum reported similar: $5,000–$50,000 | 2024–2026 |
| Chevron Topco, L.P. | shared people | FRANKLIN, WI | Other | 4 | $0 offering Indefinite · similar: $500,000–$7,000,000 | 0 similar: 2–14 | No minimum reported similar: $5,000–$50,000 | 2024–2025 |
| New Mountain Private Credit Fund | shared people, same business address | NEW YORK, NY | Pooled Investment Fund | 2 | $1,079,553,748 offering Indefinite · similar: $155,000–$5,250,000 | 297 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2024–2025 |
| New Mountain Net Lease Trust | shared people, same business address | NEW YORK, NY | REITS and Finance | 2 | $408,357,619 offering Indefinite · similar: $125,000–$125,000 | 1010 similar: 124–125 | No minimum reported similar: $1,000–$1,000 | 2025–2026 |
| Speedway Holdings, L.P. | shared people, same business address, director listed on many unrelated issuers (not used to group) | NEW YORK, NY | Other | 1 | $441,440,000 offering $441,440,000 · similar: $500,000–$7,000,000 | 20 similar: 2–14 | No minimum reported similar: $5,000–$50,000 | 2025–2025 |
| New Mountain SRC Continuation Fund, L.P. | shared people, same business address | NEW YORK, NY | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2025–2025 |
| New Mountain SRC Rollover Fund, L.P. | shared people, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2025–2025 |
| Bellwether Topco, L.P. | shared people, same business address | NEW YORK, NY | Other | 1 | $0 offering Indefinite · similar: $500,000–$7,000,000 | 0 similar: 2–14 | No minimum reported similar: $5,000–$50,000 | 2025–2025 |
| New Mountain Finance SBIC III, L.P. | shared people, same business address | NEW YORK, NY | Pooled Investment Fund | 1 | $87,500,000 offering Indefinite · similar: $155,000–$5,250,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2025–2025 |
| New Mountain Guardian V (Unlevered), L.P. | shared people, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 2 | $861,473,063 offering Indefinite · similar: $155,000–$5,250,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2025–2026 |
| New Mountain Guardian V (Levered), L.P. | shared people, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 2 | $861,473,063 offering Indefinite · similar: $155,000–$5,250,000 | 4 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2025–2026 |
| New Mountain Guardian V Feeder Fund, L.P. | shared people, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 2 | $861,473,063 offering Indefinite · similar: $155,000–$5,250,000 | 18 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2025–2026 |
| Amp Parent I, L.P. | shared people, same business address | NEW YORK, NY | Other | 2 | $0 offering Indefinite · similar: $500,000–$7,000,000 | 0 similar: 2–14 | No minimum reported similar: $5,000–$50,000 | 2025–2026 |
| New Mountain WCO Continuation Fund, L.P. | shared people, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2026–2026 |
| New Mountain WCO Rollover Fund, L.P. | shared people, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2026–2026 |
| New Mountain WCO Continuation Feeder, L.P. | shared people, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2026–2026 |
| New Mountain WCO Continuation Fund (Parallel Fund), L.P. | shared people, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2026–2026 |
| New Mountain Net Lease Partners III, L.P. | shared people, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2026–2026 |
| New Mountain Net Lease Delaware Feeder III, L.P. | shared people, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2026–2026 |
| New Mountain Atlas I, L.P. | shared people, same business address | NEW YORK, NY | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2026–2026 |
| Everest PMC HoldCo, L.L.C. | shared people, same business address | NEW YORK, NY | Other | 1 | $0 offering Indefinite · similar: $500,000–$7,000,000 | 0 similar: 2–14 | No minimum reported similar: $5,000–$50,000 | 2026–2026 |
| NM Everest Aggregator, L.P. | shared people, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2026–2026 |
| NM Colt Aggregator, L.P. | shared people, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2026–2026 |
| New Mountain Atlas I Oryx Co-Invest, L.P. | shared people, same business address | NEW YORK, NY | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2026–2026 |
| NM Titan Aggregator, L.P. | shared people, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2026–2026 |
"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years (8 industry/exemption sets on this page); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
| Source | Filed | Issuer | Form | Industry | Offered | Sold |
|---|---|---|---|---|---|---|
| EDGAR ↗ | Oct 21, 2026 | Carter Investment Holdings, L.P. | D | Other | Indefinite | $111,750,000 |
| EDGAR ↗ | Oct 21, 2026 | Carter Investment Holdings, L.P. | D | Other | $5,001,723 | $5,001,723 |
| EDGAR ↗ | Oct 20, 2026 | Dorado Parent, L.P. | D | Other | Indefinite | $0 |
| EDGAR ↗ | Oct 15, 2026 | NM Titan Aggregator, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Sep 25, 2026 | New Mountain Guardian V Feeder Fund, L.P. | D/A | Pooled Investment Fund | Indefinite | $861,473,063 |
| EDGAR ↗ | Sep 25, 2026 | New Mountain Guardian V (Levered), L.P. | D/A | Pooled Investment Fund | Indefinite | $861,473,063 |
| EDGAR ↗ | Sep 25, 2026 | New Mountain Guardian V (Unlevered), L.P. | D/A | Pooled Investment Fund | Indefinite | $861,473,063 |
| EDGAR ↗ | Aug 26, 2026 | Carter Investment Holdings, L.P. | D | Other | $6,250,000 | $6,250,000 |
| EDGAR ↗ | Aug 14, 2026 | New Mountain Atlas I Oryx Co-Invest, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Jul 29, 2026 | New Mountain Strategic Equity Fund II, L.P. | D/A | Pooled Investment Fund | $1,315,080,000 | $1,315,080,000 |
| EDGAR ↗ | Jul 14, 2026 | NM Colt Aggregator, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Jul 14, 2026 | NM Everest Aggregator, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Jun 24, 2026 | Turbo Parent Partnership LP | D | Business Services | Indefinite | $0 |
| EDGAR ↗ | Jun 12, 2026 | Everest PMC HoldCo, L.L.C. | D | Other | Indefinite | $0 |
| EDGAR ↗ | Jun 4, 2026 | Ember Management Aggregator, L.P. | D/A | Other Health Care | Indefinite | $130,765,200 |
| EDGAR ↗ | May 27, 2026 | Rally Topco, L.P. | D/A | Other Technology | Indefinite | $49,735,166 |
| EDGAR ↗ | May 15, 2026 | New Mountain Atlas I, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | May 6, 2026 | Tinuiti Group Holdings, L.P. | D/A | Business Services | Indefinite | $91,312,300 |
| EDGAR ↗ | Apr 24, 2026 | New Mountain Net Lease Delaware Feeder III, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Apr 24, 2026 | New Mountain Net Lease Partners III, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Mar 26, 2026 | New Mountain WCO Continuation Fund (Parallel Fund), L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Mar 26, 2026 | New Mountain WCO Continuation Feeder, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Mar 26, 2026 | New Mountain WCO Rollover Fund, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Mar 26, 2026 | New Mountain WCO Continuation Fund, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Feb 12, 2026 | New Mountain Net Lease Trust | D/A | REITS and Finance | Indefinite | $408,357,619 |
| EDGAR ↗ | Jan 29, 2026 | Amp Parent I, L.P. | D | Other | Indefinite | $0 |
| EDGAR ↗ | Jan 22, 2026 | Pure Parent, LLC | D/A | Other | Indefinite | $79,739,719 |
| EDGAR ↗ | Dec 19, 2025 | Chevron Topco, L.P. | D | Other | Indefinite | $0 |
| EDGAR ↗ | Dec 16, 2025 | Turbo Parent Partnership LP | D | Business Services | Indefinite | $0 |
| EDGAR ↗ | Dec 15, 2025 | New Mountain Private Credit Fund | D/A | Pooled Investment Fund | Indefinite | $1,079,553,748 |
| EDGAR ↗ | Nov 13, 2025 | Amp Parent I, L.P. | D | Other | Indefinite | $0 |
| EDGAR ↗ | Oct 30, 2025 | Chevron Topco, L.P. | D | Other | Indefinite | $0 |
| EDGAR ↗ | Oct 23, 2025 | Dorado Parent, L.P. | D/A | Other | Indefinite | $0 |
| EDGAR ↗ | Oct 20, 2025 | Olympic Investment, L.P. | D | Other | Indefinite | $0 |
| EDGAR ↗ | Sep 26, 2025 | New Mountain Guardian V Feeder Fund, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Sep 26, 2025 | New Mountain Guardian V (Levered), L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Sep 26, 2025 | New Mountain Guardian V (Unlevered), L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Jun 24, 2025 | Turbo Parent Partnership LP | D | Business Services | Indefinite | $0 |
| EDGAR ↗ | Jun 13, 2025 | New Mountain Finance SBIC III, L.P. | D | Pooled Investment Fund | Indefinite | $87,500,000 |
| EDGAR ↗ | May 22, 2025 | Ember Management Aggregator, L.P. | D/A | Other Health Care | Indefinite | $129,865,200 |
| EDGAR ↗ | May 16, 2025 | Chartwell Parent, Inc. | D/A | Other | Indefinite | $70,590,310 |
| EDGAR ↗ | May 8, 2025 | New Mountain Strategic Equity Fund II, L.P. | D/A | Pooled Investment Fund | Indefinite | $532,150,000 |
| EDGAR ↗ | Apr 28, 2025 | Carter Investment Holdings, L.P. | D/A | Other | Indefinite | $66,914,784 |
| EDGAR ↗ | Apr 14, 2025 | Bellwether Topco, L.P. | D | Other | Indefinite | $0 |
| EDGAR ↗ | Apr 8, 2025 | Tinuiti Group Holdings, L.P. | D/A | Business Services | Indefinite | $90,062,300 |
| EDGAR ↗ | Apr 3, 2025 | New Mountain SRC Rollover Fund, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Apr 3, 2025 | New Mountain SRC Continuation Fund, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Mar 17, 2025 | Relay Investment, L.P. | D/A | Other | Indefinite | $0 |
| EDGAR ↗ | Mar 7, 2025 | Speedway Holdings, L.P. | D | Other | $441,440,000 | $441,440,000 |
| EDGAR ↗ | Jan 15, 2025 | Pure Parent, LLC | D/A | Other | Indefinite | $77,521,073 |
| EDGAR ↗ | Jan 14, 2025 | New Mountain Net Lease Trust | D | REITS and Finance | Indefinite | $263,034,359 |
| EDGAR ↗ | Dec 20, 2024 | Chevron Topco, L.P. | D | Other | Indefinite | $0 |
| EDGAR ↗ | Dec 13, 2024 | New Mountain Private Credit Fund | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Dec 10, 2024 | Olympic Investment, L.P. | D | Other | Indefinite | $0 |
| EDGAR ↗ | Oct 30, 2024 | PerkinElmer Parent, Inc. | D | Other | Indefinite | $0 |
| EDGAR ↗ | Oct 16, 2024 | Dorado Parent, L.P. | D | Other | Indefinite | $0 |
| EDGAR ↗ | Sep 18, 2024 | Chevron Topco, L.P. | D | Other | Indefinite | $0 |
| EDGAR ↗ | Sep 10, 2024 | Dorado Parent, L.P. | D | Other | Indefinite | $0 |
| EDGAR ↗ | Aug 6, 2024 | New Mountain Partners VII Luxembourg, SCSp | D/A | Pooled Investment Fund | $15,425,315,000 | $15,425,315,000 |
| EDGAR ↗ | Aug 6, 2024 | New Mountain Partners VII, L.P. | D/A | Pooled Investment Fund | $15,425,315,000 | $15,425,315,000 |
| EDGAR ↗ | Aug 2, 2024 | New Mountain Guardian IV Income Fund, L.L.C. | D/A | Pooled Investment Fund | Indefinite | $490,505,000 |
| EDGAR ↗ | Jul 31, 2024 | Rally Topco, L.P. | D/A | Other Technology | Indefinite | $38,905,098 |
| EDGAR ↗ | Jun 26, 2024 | Turbo Parent Partnership LP | D | Business Services | Indefinite | $0 |
| EDGAR ↗ | Jun 12, 2024 | Ember Management Aggregator, L.P. | D/A | Other Health Care | Indefinite | $125,615,200 |
| EDGAR ↗ | Jun 10, 2024 | New Wellness Investment, L.P. | D | Other | Indefinite | $0 |
| EDGAR ↗ | Jun 5, 2024 | Chartwell Parent, Inc. | D/A | Other | Indefinite | $66,011,310 |
| EDGAR ↗ | May 31, 2024 | New Mountain Strategic Equity Fund II, L.P. | D/A | Pooled Investment Fund | Indefinite | $453,650,000 |
| EDGAR ↗ | May 30, 2024 | Turbo Parent Partnership LP | D | Business Services | Indefinite | $0 |
| EDGAR ↗ | May 16, 2024 | Relay Investment, L.P. | D/A | Other | Indefinite | $0 |
| EDGAR ↗ | May 3, 2024 | New Mountain Guardian IV BDC, L.L.C. | D/A | Pooled Investment Fund | Indefinite | $859,575,000 |
| EDGAR ↗ | Apr 4, 2024 | New Mountain Partners VII Luxembourg, SCSp | D/A | Pooled Investment Fund | Indefinite | $12,372,322,786 |
| EDGAR ↗ | Apr 4, 2024 | New Mountain Partners VII, L.P. | D/A | Pooled Investment Fund | Indefinite | $12,372,322,786 |
| EDGAR ↗ | Apr 3, 2024 | Carter Investment Holdings, L.P. | D/A | Other | Indefinite | $64,999,869 |
| EDGAR ↗ | Mar 22, 2024 | Tinuiti Group Holdings, L.P. | D/A | Business Services | Indefinite | $72,481,050 |
| EDGAR ↗ | Dec 28, 2023 | Pure Parent, LLC | D/A | Other | Indefinite | $67,177,777 |
| EDGAR ↗ | Nov 21, 2023 | NMP IV Rollover Fund (D), L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Nov 21, 2023 | NMP IV Continuation Fund (D), L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Aug 11, 2023 | PerkinElmer Parent, Inc. | D/A | Other | Indefinite | $0 |
| EDGAR ↗ | Aug 1, 2023 | New Mountain Guardian IV Income Fund, L.L.C. | D/A | Pooled Investment Fund | Indefinite | $52,500,000 |
| EDGAR ↗ | Jul 31, 2023 | Rally Topco, L.P. | D | Other Technology | Indefinite | $36,715,000 |
| EDGAR ↗ | Jul 31, 2023 | Rally Topco, L.P. | D | Other Technology | $562,915,268 | $562,915,268 |
| EDGAR ↗ | Jun 20, 2023 | Chartwell Parent, Inc. | D | Other | $3,197,600 | $3,197,600 |
| EDGAR ↗ | Jun 7, 2023 | Chartwell Parent, Inc. | D/A | Other | Indefinite | $48,856,500 |
| EDGAR ↗ | Jun 1, 2023 | New Mountain Strategic Equity Fund II, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | May 24, 2023 | Olympic Investment, L.P. | D | Other | Indefinite | $0 |
| EDGAR ↗ | May 17, 2023 | New Mountain Guardian IV Income Fund, L.L.C. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | May 3, 2023 | Ember Management Aggregator, L.P. | D | Other Health Care | Indefinite | $61,627,000 |
| EDGAR ↗ | May 3, 2023 | New Mountain Guardian IV BDC, L.L.C. | D/A | Pooled Investment Fund | Indefinite | $282,100,000 |
| EDGAR ↗ | Apr 13, 2023 | PerkinElmer Topco, L.P. | D | Other | Indefinite | $0 |
| EDGAR ↗ | Apr 5, 2023 | New Mountain Net Lease Partners II, L.P. | D/A | Pooled Investment Fund | Indefinite | $816,280,000 |
| EDGAR ↗ | Apr 5, 2023 | New Mountain Net Lease Delaware Feeder II, L.P. | D/A | Pooled Investment Fund | Indefinite | $816,280,000 |
| EDGAR ↗ | Apr 4, 2023 | New Mountain Partners VII Luxembourg, SCSp | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Apr 4, 2023 | New Mountain Partners VII, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Mar 22, 2023 | Tinuiti Group Holdings, L.P. | D/A | Business Services | Indefinite | $65,007,000 |
| EDGAR ↗ | Mar 10, 2023 | PerkinElmer Parent, Inc. | D | Other | Indefinite | $0 |
| EDGAR ↗ | Mar 9, 2023 | Carter Investment Holdings, L.P. | D | Other | Indefinite | $53,315,450 |
| EDGAR ↗ | Mar 9, 2023 | Carter Investment Holdings, L.P. | D | Other | Indefinite | $2,745,000 |
| EDGAR ↗ | Feb 9, 2023 | Citrus Partners Holdings, L.P. | D | Other | Indefinite | $27,125,031 |
| EDGAR ↗ | Feb 2, 2023 | New Wellness Investment, L.P. | D | Other | Indefinite | $0 |
| EDGAR ↗ | Dec 22, 2022 | New Mountain Net Lease Partners II Corp | D | REITS and Finance | $60,000 | $60,000 |
| EDGAR ↗ | Dec 15, 2022 | Pure Parent, LLC | D/A | Other | Indefinite | $43,112,300 |
| EDGAR ↗ | Nov 10, 2022 | Relay Investment, L.P. | D/A | Other | Indefinite | $0 |
| EDGAR ↗ | Aug 24, 2022 | Astronaut Topco, L.P. | D | Other | Indefinite | $0 |
| EDGAR ↗ | May 24, 2022 | Tinuiti Group Holdings, L.P. | D/A | Business Services | Indefinite | $62,482,500 |
| EDGAR ↗ | May 3, 2022 | New Mountain Guardian IV BDC, L.L.C. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Apr 5, 2022 | New Mountain Net Lease Partners II, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Apr 5, 2022 | New Mountain Net Lease Delaware Feeder II, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Feb 28, 2022 | Citrus Partners Holdings, L.P. | D | Other | Indefinite | $3,584,500 |
| EDGAR ↗ | Feb 16, 2022 | Chartwell Parent, Inc. | D | Other | Indefinite | $29,200,000 |
| EDGAR ↗ | Feb 10, 2022 | Chartwell Parent, Inc. | D | Other | $321,103,498 | $321,103,498 |
| EDGAR ↗ | Feb 9, 2022 | NMF SLF I, Inc. | D/A | Pooled Investment Fund | $690,000,000 | $690,000,000 |
| EDGAR ↗ | Dec 2, 2021 | Aceto Management, L.L.C. | D/A | Pharmaceuticals | Indefinite | $23,620,797 |
| EDGAR ↗ | Oct 29, 2021 | Astronaut Topco, L.P. | D | Other | Indefinite | $0 |
| EDGAR ↗ | Oct 19, 2021 | New Wellness Investment, L.P. | D | Other | Indefinite | $2,000,000 |
| EDGAR ↗ | Aug 30, 2021 | NMP III Continuation Feeder, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Aug 30, 2021 | NMP III Continuation Fund, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Aug 19, 2021 | Astronaut Topco, L.P. | D | Other | Indefinite | $0 |
| EDGAR ↗ | Aug 19, 2021 | Astronaut Topco, L.P. | D | Other | Indefinite | $0 |
| EDGAR ↗ | Jul 23, 2021 | New Mountain Guardian III BDC, L.L.C. | D/A | Pooled Investment Fund | Indefinite | $616,855,970 |
| EDGAR ↗ | Jun 29, 2021 | Olympic Investment, L.P. | D | Other | Indefinite | $0 |
| EDGAR ↗ | Jun 29, 2021 | Olympic Holdco, Inc. | D | Other | Indefinite | $0 |
| EDGAR ↗ | Jun 17, 2021 | Relay Investment, L.P. | D | Other | Indefinite | $0 |
| EDGAR ↗ | Jun 10, 2021 | Astronaut Holdco, Inc. | D | Other | Indefinite | $0 |
| EDGAR ↗ | Jun 10, 2021 | Astronaut Investment L.P. | D | Other | Indefinite | $0 |
| EDGAR ↗ | May 25, 2021 | Fast Pass Holdings, LLC | D/A | Other | Indefinite | $188,392,027 |
| EDGAR ↗ | May 17, 2021 | Tinuiti Group Holdings, L.P. | D | Business Services | Indefinite | $41,950,000 |
| EDGAR ↗ | Mar 25, 2021 | Relay Investment, L.P. | D | Other | Indefinite | $0 |
| EDGAR ↗ | Mar 25, 2021 | Relay Holdco, Inc. | D | Other | Indefinite | $0 |
| EDGAR ↗ | Feb 9, 2021 | NMF SLF I, Inc. | D/A | Pooled Investment Fund | $690,000,000 | $365,700,000 |
| EDGAR ↗ | Jan 26, 2021 | New Mountain Partners VI, L.P. | D/A | Pooled Investment Fund | $9,586,290,000 | $9,586,290,000 |
| EDGAR ↗ | Jan 4, 2021 | Pure Parent, LLC | D | Other | Indefinite | $10,727,900 |
| EDGAR ↗ | Jan 4, 2021 | Pure Parent, LLC | D | Other | $241,675,000 | $241,675,000 |
| EDGAR ↗ | Dec 30, 2020 | New Wellness Investment, L.P. | D | Other | Indefinite | $0 |
| EDGAR ↗ | Dec 29, 2020 | Tinuiti Group Holdings, L.P. | D | Business Services | $442,326,600 | $442,326,600 |
| EDGAR ↗ | Dec 23, 2020 | Warrior Group, L.P. | D/A | Other | Indefinite | $31,829,290 |
| EDGAR ↗ | Nov 30, 2020 | Aceto Management, L.L.C. | D | Pharmaceuticals | Indefinite | $21,240,270 |
| EDGAR ↗ | Nov 30, 2020 | New Momentum Holdings Inc. | D | Other | $2,008,000 | $2,008,000 |
| EDGAR ↗ | Sep 30, 2020 | New Mountain Partners VI Luxembourg, SCSp | D/A | Pooled Investment Fund | Indefinite | $7,753,142,269 |
| EDGAR ↗ | Sep 30, 2020 | New Mountain Partners VI, L.P. | D/A | Pooled Investment Fund | Indefinite | $7,753,142,269 |
| EDGAR ↗ | Aug 31, 2020 | New Wellness Holdco, Inc. | D | Other | Indefinite | $0 |
| EDGAR ↗ | Aug 31, 2020 | New Wellness Investment, L.P. | D | Other | Indefinite | $0 |
| EDGAR ↗ | Aug 6, 2020 | Heracles Parent, L.L.C. | D | Other Health Care | $17,249,964 | $17,249,964 |
| EDGAR ↗ | Jul 13, 2020 | New Mountain Guardian III BDC, L.L.C. | D/A | Pooled Investment Fund | Indefinite | $328,600,000 |
| EDGAR ↗ | Jul 6, 2020 | New Mountain Partners VI, L.P. | D/A | Pooled Investment Fund | Indefinite | $6,047,499,982 |
| EDGAR ↗ | Jun 18, 2020 | New Mountain Partners VI Luxembourg, SCSp | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Jun 12, 2020 | Fast Pass Holdings, LLC | D/A | Other | Indefinite | $185,858,232 |
| EDGAR ↗ | Jun 1, 2020 | Astronaut Holdco, Inc. | D | Other | Indefinite | $0 |
| EDGAR ↗ | Jun 1, 2020 | Astronaut Investment L.P. | D | Other | Indefinite | $0 |
| EDGAR ↗ | Apr 17, 2020 | New Mountain Affiliated Investors VI, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Apr 17, 2020 | New Mountain Partners VI, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Apr 16, 2020 | New Momentum Holdings Inc. | D | Other | $54,479,700 | $54,479,700 |
| EDGAR ↗ | Apr 3, 2020 | New Mountain Strategic Equity Fund I, L.P. | D/A | Pooled Investment Fund | Indefinite | $337,250,000 |
| EDGAR ↗ | Mar 10, 2020 | Silverback Holdings, Inc. | D/A | Other | Indefinite | $676,397 |
| EDGAR ↗ | Feb 19, 2020 | New Mountain Strategic Equity Fund I, L.P. | D/A | Pooled Investment Fund | Indefinite | $337,250,000 |
| EDGAR ↗ | Feb 12, 2020 | NMF SLF I, Inc. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Jan 30, 2020 | Astronaut Holdco, Inc. | D | Other | Indefinite | $0 |
| EDGAR ↗ | Jan 30, 2020 | Astronaut Investment L.P. | D | Other | Indefinite | $0 |
| EDGAR ↗ | Dec 10, 2019 | RedPrairie Holding, Inc. | D/A | Other Technology | Indefinite | $3,100,027 |
| EDGAR ↗ | Nov 20, 2019 | Warrior Group, L.P. | D | Other | Indefinite | $22,450,000 |
| EDGAR ↗ | Aug 15, 2019 | Warrior Group, L.P. | D | Other | $421,388,370 | $421,388,370 |
| EDGAR ↗ | Jul 12, 2019 | New Mountain Guardian III BDC, L.L.C. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Apr 15, 2019 | New Mountain Net Lease Partners, L.P. | D/A | Pooled Investment Fund | $533,261,400 | $533,261,400 |
| EDGAR ↗ | Apr 1, 2019 | New Mountain Guardian Partners II Offshore, L.P. | D/A | Pooled Investment Fund | Indefinite | $430,212,000 |
| EDGAR ↗ | Apr 1, 2019 | New Mountain Guardian Partners II, L.P. | D/A | Pooled Investment Fund | Indefinite | $73,385,000 |
| EDGAR ↗ | Mar 12, 2019 | Silverback Holdings, Inc. | D/A | Other | Indefinite | $510,561 |
| EDGAR ↗ | Mar 11, 2019 | New Mountain Net Lease Partners, L.P. | D/A | Pooled Investment Fund | Indefinite | $450,907,500 |
| EDGAR ↗ | Feb 20, 2019 | New Mountain Strategic Equity Fund I, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Feb 11, 2019 | Fast Pass Holdings, LLC | D/A | Other | Indefinite | $24,197,500 |
| EDGAR ↗ | Nov 29, 2018 | New Mountain Net Lease Delaware Feeder, L.P. | D | Pooled Investment Fund | Indefinite | $12,700,000 |
| EDGAR ↗ | Nov 29, 2018 | New Mountain Net Lease Partners, L.P. | D/A | Pooled Investment Fund | Indefinite | $187,600,000 |
| EDGAR ↗ | Nov 21, 2018 | Gelest Intermediate Holdings, Inc. | D/A | Manufacturing | Indefinite | $5,103,273 |
| EDGAR ↗ | Nov 14, 2018 | NEW MOUNTAIN VANTAGE (CAYMAN), LTD. | D/A | Pooled Investment Fund | Indefinite | $434,350,000 |
| EDGAR ↗ | Nov 14, 2018 | NEW MOUNTAIN VANTAGE, L.P. | D/A | Pooled Investment Fund | Indefinite | $562,230,968 |
| EDGAR ↗ | Nov 14, 2018 | NEW MOUNTAIN VANTAGE LO, L.P. | D/A | Pooled Investment Fund | Indefinite | $192,100,000 |
| EDGAR ↗ | Sep 24, 2018 | New Mountain Net Lease Partners, L.P. | D/A | Pooled Investment Fund | Indefinite | $143,150,000 |
| EDGAR ↗ | Sep 18, 2018 | NM Beeline Co-Invest, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Aug 21, 2018 | RedPrairie Holding, Inc. | D/A | Other Technology | Indefinite | $1,144,128 |
| EDGAR ↗ | Jun 21, 2018 | New Momentum Holdings Inc. | D | Other | $246,343,386 | $246,343,386 |
| EDGAR ↗ | Mar 30, 2018 | New Mountain Guardian Partners II Offshore, L.P. | D/A | Pooled Investment Fund | Indefinite | $89,755,000 |
| EDGAR ↗ | Mar 30, 2018 | New Mountain Guardian Partners II, L.P. | D/A | Pooled Investment Fund | Indefinite | $31,235,000 |
| EDGAR ↗ | Mar 6, 2018 | Silverback Holdings, Inc. | D | Other | Indefinite | $214,603 |
| EDGAR ↗ | Feb 6, 2018 | Fast Pass Holdings, LLC | D | Other | Indefinite | $16,338,300 |
| EDGAR ↗ | Jan 24, 2018 | RedPrairie Holding, Inc. | D | Other Technology | Indefinite | $0 |
| EDGAR ↗ | Jan 12, 2018 | New Mountain Net Lease Partners, L.P. | D/A | Pooled Investment Fund | Indefinite | $114,465,000 |
| EDGAR ↗ | Dec 28, 2017 | Vail Holdco Corp | D | Other Health Care | Indefinite | $0 |
| EDGAR ↗ | Nov 20, 2017 | New Mountain Net Lease Partners, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Nov 14, 2017 | NEW MOUNTAIN VANTAGE (CAYMAN), LTD. | D/A | Pooled Investment Fund | Indefinite | $434,350,000 |
| EDGAR ↗ | Nov 14, 2017 | NEW MOUNTAIN VANTAGE, L.P. | D/A | Pooled Investment Fund | Indefinite | $562,230,968 |
| EDGAR ↗ | Nov 14, 2017 | NEW MOUNTAIN VANTAGE LO, L.P. | D/A | Pooled Investment Fund | Indefinite | $192,100,000 |
| EDGAR ↗ | Nov 13, 2017 | New Mountain Partners V, L.P. | D/A | Pooled Investment Fund | $5,850,000,000 | $5,850,000,000 |
| EDGAR ↗ | Nov 9, 2017 | Gelest Intermediate Holdings, Inc. | D | Manufacturing | Indefinite | $2,111,776 |
| EDGAR ↗ | May 24, 2017 | New Mountain Partners V, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | May 24, 2017 | New Mountain Affiliated Investors V, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Mar 31, 2017 | New Mountain Guardian Partners II, L.P. | D | Pooled Investment Fund | Indefinite | $250,000 |
| EDGAR ↗ | Mar 31, 2017 | New Mountain Guardian Partners II Offshore, L.P. | D | Pooled Investment Fund | Indefinite | $1,500,000 |
| EDGAR ↗ | Nov 14, 2016 | NEW MOUNTAIN VANTAGE (CAYMAN), LTD. | D/A | Pooled Investment Fund | Indefinite | $434,350,000 |
| EDGAR ↗ | Nov 14, 2016 | New Mountain Vantage LO (Cayman) Ltd. | D/A | Pooled Investment Fund | Indefinite | $200,000,000 |
| EDGAR ↗ | Nov 14, 2016 | NEW MOUNTAIN VANTAGE, L.P. | D/A | Pooled Investment Fund | Indefinite | $562,230,968 |
| EDGAR ↗ | Nov 14, 2016 | NEW MOUNTAIN VANTAGE LO, L.P. | D/A | Pooled Investment Fund | Indefinite | $192,100,000 |
| EDGAR ↗ | Oct 4, 2016 | Convey Health Parent, Inc. | D | Other Health Care | Indefinite | $0 |
| EDGAR ↗ | Oct 4, 2016 | Convey Health Parent, Inc. | D | Other Health Care | Indefinite | $0 |
| EDGAR ↗ | Oct 4, 2016 | Convey Health Parent, Inc. | D | Other Health Care | Indefinite | $0 |
| EDGAR ↗ | Sep 29, 2016 | Avantor, Inc. | D | Other Health Care | Indefinite | $0 |
| EDGAR ↗ | Sep 27, 2016 | Avantor, Inc. | D | Other Health Care | Indefinite | $0 |
| EDGAR ↗ | Sep 16, 2016 | Olympus Topco, Inc. | D | Other Health Care | Indefinite | $18,250,700 |
| EDGAR ↗ | Jul 22, 2016 | Woofbert, Inc. | D | Other Technology | $3,999,999 | $2,534,924 |
| EDGAR ↗ | Nov 12, 2015 | NEW MOUNTAIN VANTAGE (CAYMAN), LTD. | D/A | Pooled Investment Fund | Indefinite | $434,350,000 |
| EDGAR ↗ | Nov 12, 2015 | NEW MOUNTAIN VANTAGE, L.P. | D/A | Pooled Investment Fund | Indefinite | $562,230,968 |
| EDGAR ↗ | Nov 12, 2015 | New Mountain Vantage LO (Cayman) Ltd. | D/A | Pooled Investment Fund | Indefinite | $200,000,000 |
| EDGAR ↗ | Nov 12, 2015 | NEW MOUNTAIN VANTAGE LO, L.P. | D/A | Pooled Investment Fund | Indefinite | $192,100,000 |
| EDGAR ↗ | Jun 1, 2015 | Woofbert, Inc. | D | Other Technology | $3,000,000 | $2,784,969 |
| EDGAR ↗ | May 14, 2015 | New Mountain Vantage LO (Cayman) Ltd. | D/A | Pooled Investment Fund | Indefinite | $200,000,000 |
| EDGAR ↗ | May 14, 2015 | NEW MOUNTAIN VANTAGE LO, L.P. | D/A | Pooled Investment Fund | Indefinite | $190,900,000 |
| EDGAR ↗ | Jul 9, 2014 | New Mountain Partners IV, L.P. | D/A | Pooled Investment Fund | $4,000,000,000 | $3,053,775,400 |
| EDGAR ↗ | Jul 1, 2014 | RedPrairie Holding, Inc. | D | Other Technology | Indefinite | $0 |
| EDGAR ↗ | May 27, 2014 | RedPrairie Holding, Inc. | D | Other Technology | $86,571,044 | $86,571,044 |
| EDGAR ↗ | May 13, 2014 | New Mountain Vantage LO (Cayman) Ltd. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | May 13, 2014 | NEW MOUNTAIN VANTAGE LO, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Mar 26, 2014 | New Mountain Partners IV, L.P. | D/A | Pooled Investment Fund | $3,000,000,000 | $1,610,300,000 |
| EDGAR ↗ | Apr 3, 2013 | Valet Waste Holdings, Inc. | D/A | Business Services | Indefinite | $16,039,997 |
| EDGAR ↗ | Mar 26, 2013 | New Mountain Partners IV, L.P. | D | Pooled Investment Fund | $3,000,000,000 | $0 |
| EDGAR ↗ | Mar 18, 2013 | PDS Holdco Inc. | D | Other Health Care | Indefinite | $400,000 |
| EDGAR ↗ | Nov 15, 2012 | RedPrairie Holding, Inc. | D | Other Technology | Indefinite | $37,610,271 |
| EDGAR ↗ | Jul 3, 2012 | NM Alpha Acquisition LLC | D | Pooled Investment Fund | Indefinite | $35,000,000 |
| EDGAR ↗ | Mar 30, 2012 | INMAR HOLDINGS INC | D/A | Business Services | Indefinite | $11,626,815 |
| EDGAR ↗ | Mar 29, 2012 | Valet Waste Holdings, Inc. | D | Business Services | Indefinite | $7,092,990 |
| EDGAR ↗ | May 12, 2011 | INMAR HOLDINGS INC | D | Business Services | $6,799,975 | $6,799,975 |
| EDGAR ↗ | May 10, 2011 | New Mountain Finance Corp | D | Investing | $29,864,998 | $0 |
| EDGAR ↗ | Mar 11, 2011 | INMAR HOLDINGS INC | D | Business Services | Indefinite | $5,250,000 |
| EDGAR ↗ | Mar 11, 2011 | INMAR HOLDINGS INC | D | Business Services | $21,600 | $21,600 |
| EDGAR ↗ | May 21, 2010 | NEW MOUNTAIN VANTAGE (CAYMAN), LTD. | D | Pooled Investment Fund | Indefinite | $463,750,000 |
| EDGAR ↗ | May 21, 2010 | NEW MOUNTAIN VANTAGE, L.P. | D/A | Pooled Investment Fund | Indefinite | $447,105,967 |
| EDGAR ↗ | May 6, 2010 | INMAR HOLDINGS INC | D | Business Services | $15,500,000 | $15,500,000 |
| EDGAR ↗ | Apr 28, 2010 | RedPrairie Holding, Inc. | D | Other Technology | Indefinite | $0 |
| EDGAR ↗ | Apr 7, 2010 | RedPrairie Holding, Inc. | D | Other Technology | $1,600,000 | $1,600,000 |
| EDGAR ↗ | Mar 31, 2010 | RedPrairie Holding, Inc. | D | Other Technology | $1,339,520 | $1,339,520 |
| EDGAR ↗ | Dec 28, 2009 | DELTEK, INC | D | Other Technology | $2,000,019 | $2,000,019 |
| EDGAR ↗ | Jun 25, 2009 | OGH Acquisition Corp | D | Other | $50,000,000 | $50,000,000 |
| EDGAR ↗ | Apr 7, 2009 | New Mountain Guardian Partners, L.P. | D | Pooled Investment Fund | Indefinite | $18,435,572 |
| EDGAR ↗ | Apr 7, 2009 | New Mountain Guardian Partners (Cayman), L.P. | D | Pooled Investment Fund | Indefinite | $20,000,000 |
Activity: 22 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Oct 21, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Pooled Investment Fund (2009), Other (2009), Other Technology (2009–2010), Business Services (2010), Pooled Investment Fund (2010), Business Services (2011), Investing (2011), Business Services (2011–2012), Pooled Investment Fund (2012), Other Technology (2012), Other Health Care (2013), Pooled Investment Fund (2013–2014), Other Technology (2014–2016), Other Health Care (2016), Pooled Investment Fund (2017), Manufacturing (2017), Pooled Investment Fund (2017), Other Health Care (2017), Other Technology (2018), Other (2018), Pooled Investment Fund (2018–2019), Other (2019–2020), Pooled Investment Fund (2020), Other (2020), Pooled Investment Fund (2020), Other (2020), Pooled Investment Fund (2020), Other Health Care (2020), Other (2020), Pharmaceuticals (2020), Business Services (2020), Other (2020–2021), Business Services (2021), Other (2021), Pooled Investment Fund (2021), Other (2021–2022), Pooled Investment Fund (2022), Other (2022), REITS and Finance (2022), Other (2023), Pooled Investment Fund (2023), Other (2023), Other Health Care (2023), Pooled Investment Fund (2023), Other (2023), Pooled Investment Fund (2023), Other (2023), Other Technology (2023), Pooled Investment Fund (2023), Business Services (2024), Other (2024), Business Services (2024), Other (2024), Pooled Investment Fund (2024), Other (2024), REITS and Finance (2025), Other (2025), Pooled Investment Fund (2025), Other (2025), Pooled Investment Fund (2025), Business Services (2025), Pooled Investment Fund (2025), Other (2025), Business Services (2025), Other (2025–2026), Pooled Investment Fund (2026), Other (2026), Business Services (2026), Pooled Investment Fund (2026), Other (2026), Pooled Investment Fund (2026). Latest offering: Other (2026; most recent Oct 21, 2026).
| Name | Roles | Issuers here | First → last listed |
|---|---|---|---|
| Steven B. Klinsky | Executive Officer, Director, Promoter | 49 | Apr 7, 2009 → Sep 25, 2026 |
| Adam Weinstein | Executive Officer, Director | 35 | Nov 20, 2017 → Oct 20, 2026 |
| Adam B. Weinstein | Executive Officer, Director | 29 | May 13, 2014 → Aug 14, 2026 |
| Andre Moura | Executive Officer, Director | 15 | Nov 9, 2017 → Jun 4, 2026 |
| Rishi Abuwala | Executive Officer, Director | 9 | Jan 30, 2020 → Jan 29, 2026 |
| Joseph Walker | Executive Officer, Director | 9 | Sep 27, 2016 → Oct 20, 2025 |
| Matthew S. Holt | Executive Officer, Director | 9 | Sep 16, 2016 → May 22, 2025 |
| John R. Kline | Executive Officer, Director | 8 | Mar 31, 2017 → Dec 15, 2025 |
| Robert A. Hamwee | Executive Officer, Director | 8 | May 10, 2011 → Jun 13, 2025 |
| Harris Kealey | Executive Officer, Director | 6 | Sep 27, 2016 → May 16, 2025 |
| Alfred F. Hurley, Jr. | Director | 5 | May 10, 2011 → Aug 2, 2024 |
| WILLIAM HALEY | Executive Officer, Director | 4 | Jan 4, 2021 → Oct 21, 2026 |
| New Mountain Finance Advisers BDC, L.L.C. entity | Promoter | 4 | Jul 12, 2019 → Aug 2, 2024 |
| Bjorn Hofman | Executive Officer, Director | 4 | Dec 28, 2017 → Jun 10, 2024 |
| Peter Masucci | Executive Officer, Director | 3 | Jun 25, 2009 → Oct 20, 2026 |
| NMI Co-Invest GP, L.L.C. entity | Promoter | 3 | Jul 14, 2026 → Oct 15, 2026 |
| New Mountain Guardian V GP, L.P. entity | Promoter | 3 | Sep 26, 2025 → Sep 25, 2026 |
| NM GV GP L.L.C. entity | Promoter | 3 | Sep 26, 2025 → Sep 25, 2026 |
| SEAN DONOVAN | Executive Officer | 3 | Aug 15, 2019 → May 27, 2026 |
| Brian Murphy | Executive Officer | 3 | Aug 15, 2019 → May 6, 2026 |
| New Mountain Investments WCO Continuation GP, L.L.C. entity | Promoter | 3 | Mar 26, 2026 → Mar 26, 2026 |
| JOE DELGADO | Director, Executive Officer | 3 | Jan 4, 2021 → Jan 22, 2026 |
| Sara Israel | Executive Officer, Director | 3 | Jun 29, 2021 → Oct 20, 2025 |
| MICHAEL JOE OSHINSKY | Executive Officer, Director | 3 | Aug 31, 2020 → May 16, 2025 |
| ROBERT MULCARE | Executive Officer, Director | 3 | Jun 21, 2018 → Mar 7, 2025 |
| Charles Kummeth | Director | 3 | Dec 28, 2017 → Oct 30, 2024 |
| Robert Fine | Director | 3 | Dec 28, 2017 → Oct 30, 2024 |
| Rome G. Arnold III | Director | 3 | Jul 12, 2019 → Aug 2, 2024 |
| ALBERT NOTINI | Executive Officer, Director | 3 | Jun 21, 2018 → Feb 9, 2023 |
| Shiraz Y. Kajee | Executive Officer | 3 | Feb 12, 2020 → May 3, 2022 |
| Douglas F. Londal | Director, Executive Officer | 3 | Jun 25, 2009 → Apr 3, 2013 |
| Michael B. Ajouz | Director, Executive Officer | 3 | Jun 25, 2009 → Mar 18, 2013 |
| NICHOLE SHARPE | Executive Officer, Director | 2 | May 3, 2023 → Jun 4, 2026 |
| LARS JOHANSSON | Executive Officer, Director | 2 | Jan 4, 2021 → May 27, 2026 |
| New Mountain Net Lease GP III, L.L.C. entity | Promoter | 2 | Apr 24, 2026 → Apr 24, 2026 |
| New Mountain Investments VI, L.L.C. entity | Promoter | 2 | Apr 17, 2020 → Mar 26, 2026 |
| Michael E. McCarthy | Executive Officer, Director | 2 | Dec 22, 2022 → Feb 12, 2026 |
| Joe Walker | Executive Officer, Director | 2 | Sep 18, 2024 → Jan 29, 2026 |
| THOMAS R. VETRANO | Director | 2 | Feb 10, 2022 → Jan 22, 2026 |
| Laura C. Holson | Executive Officer | 2 | May 17, 2023 → Dec 15, 2025 |
| Joseph W. Hartswell | Executive Officer | 2 | May 17, 2023 → Dec 15, 2025 |
| Kris C. Corbett | Executive Officer | 2 | Aug 2, 2024 → Dec 15, 2025 |
| KYLE PETERSON | Executive Officer, Director | 2 | Aug 6, 2020 → May 22, 2025 |
| ADAM S. WEINSTEIN | Executive Officer | 2 | Nov 9, 2017 → Apr 8, 2025 |
| New Mountain Investments V, L.L.C. entity | Promoter | 2 | May 24, 2017 → Apr 3, 2025 |
| Jeff S. Hammerbacher | Director | 2 | Sep 16, 2016 → Oct 30, 2024 |
| David G. Ogens | Director | 2 | May 3, 2022 → Aug 2, 2024 |
| New Mountain Investments IV, L.L.C. entity | Promoter | 2 | Mar 26, 2013 → Nov 21, 2023 |
| New Mountain Net Lease GP II, L.L.C. entity | Promoter | 2 | Apr 5, 2022 → Apr 5, 2023 |
| Corey Walker | Executive Officer, Director | 2 | Dec 28, 2017 → Aug 24, 2022 |
| Francis DiNuzzo | Executive Officer, Director | 2 | Jan 30, 2020 → Aug 24, 2022 |
| New Mountain Investments III Continuation GP, L.L.C. entity | Promoter | 2 | Aug 30, 2021 → Aug 30, 2021 |
| Karrie J. Jerry | Executive Officer | 2 | Jul 12, 2019 → Jul 23, 2021 |
| David F. Ogens | Director | 2 | Jul 12, 2019 → Jul 23, 2021 |
| Peter N. Masucci | Director, Executive Officer | 2 | Feb 6, 2018 → May 25, 2021 |
| Jack W. Qian | Executive Officer, Director | 2 | Feb 6, 2018 → May 25, 2021 |
| Lloyd "G. ""Buzz""" Waterhouse | Director | 2 | Jan 24, 2018 → Mar 10, 2020 |
| Albert A. Notini | Director | 2 | Mar 18, 2013 → Mar 10, 2020 |
| New Mountain Net Lease GP, L.L.C. entity | Promoter | 2 | Nov 20, 2017 → Apr 15, 2019 |
| New Mountain Guardian II GP, L.L.C. entity | Executive Officer | 2 | Mar 31, 2017 → Apr 1, 2019 |
Not yet searched. Sources to be searched: SEC Investment Adviser Information Reports — Form ADV data for SEC-registered advisers and exempt reporting advisers (file dated 2026-10-02); SEC Investment Adviser Public Disclosure (IAPD) firm search — registered and exempt reporting advisers · Search queued. Results are added automatically; check back later.
None found in sources searched.
Sources searched: SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 · Last checked Oct 23, 2026, 8:41 PM ET.
Export this report as PDF (members · included free during the launch period)
No corrections have been requested for this page.
Free. Covers the grouping itself or any record shown here. Logged with status: received → under review → fixed / confirmed with source.
Add a sourced explanation next to any fact. Reviewed before publishing.