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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 9:59 AM ET

Sponsor Check › Person

Adam Weinstein
Image matched by name on crunchbase.com ↗

Adam Weinstein

Named as an officer, director or promoter on SEC Form D filings · WI, NY, NJ, IL · Jan 27, 2011 → Oct 20, 2026

85deals (issuers)
$68.13Breported sold
6,560investors
190Form D filings
2011–2026years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:15 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Adam Weinstein is listed as an executive officer, director, and promoter on 190 SEC Form D filings by 85 issuers between Jan 2011 and Oct 2026. Largest by amount reported sold: New Mountain Partners VII, L.P. (New York, NY — pooled investment fund — 2023–2024; $15.43B reported sold to 716 investors), New Mountain Partners VII Luxembourg, SCSp (Grand Duchy of Luxembourg, Luxembourg (as filed: N4) — pooled investment fund — 2023–2024; $15.43B reported sold to 716 investors), New Mountain Partners VI, L.P. (New York, NY — pooled investment fund — 2020–2021; $9.59B reported sold to 423 investors), New Mountain Partners VI Luxembourg, SCSp (Grand Duchy of Luxembourg, Luxembourg (as filed: N4) — pooled investment fund — 2020; $7.75B reported sold to 231 investors), New Mountain Partners V, L.P. (New York, NY — pooled investment fund — 2017; $5.85B reported sold to 251 investors) and 80 more (all listed below).

What this means That is a lot of deals — 85 separate companies raised money with this person listed as executive officer, director, and promoter, over about 15 years. Across those companies the filings report $68.13B sold in total.

Listed alongside Steven B. Klinsky (74 shared filings), Andre Moura (37 shared filings), Rishi Abuwala (22 shared filings), Harris Kealey (20 shared filings), Joseph Walker (18 shared filings) and 260 others.

What this means These are the other officers, directors or promoters the companies named on the same forms — the team around Adam. Each name links to their own page.

The issuers belong to 4 sponsor groups: New Mountain (86 issuers, $47.75B reported sold, 2009–2026), Frv Phase (12 issuers, $2M reported sold, 2011–2026), Alvarez (46 issuers, $30.84B reported sold, 2012–2026) and Iri (3 issuers, $100.3M reported sold, 2011–2025).

What this means This person is listed across more than one sponsor team; each group page shows that team's full track record.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY) — 2 bankruptcy cases matching the name listed in Key records below.

What this means 2 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared the newest 50 of 190 public filings for Adam Weinstein and found 11 differences, 2 worth asking the sponsor about: 6 bankruptcy cases name the subject or team members; 24 paid sellers are listed without a CRD number; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Adam Weinstein has not run yet — it is joining a line of 44,608 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:15 AM ET.

State courts: not covered (one-tap state court links under Look further). 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.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Adam Weinstein..

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

2 cases: 2 closed (disposition not in docket feed)

Adam S. Weinstein closed
United States Bankruptcy Court, D. New Jersey · No. 23-17702 · Filed Sep 1, 2023 · Closed Jan 16, 2024
Role of Adam S. Weinstein: Debtor · Outcome: Case closed 2024-01-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (rare in federal dockets); 2 people with this name in Form D filings; court in the person's filing state (NJ)
Adam C. Weinstein closed
United States Bankruptcy Court, E.D. Missouri · No. 19-46886 · Filed Oct 31, 2019 · Closed May 13, 2020
Role of Adam C. Weinstein: Debtor · Outcome: Case closed 2020-05-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (rare in federal dockets); 2 people with this name in Form D filings; court in MO (not a filing state)
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:15 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). 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.

4. Differences between public sources

Comparisons cover issuers and sponsor groups — see the issuer pages under Deals

11 differences found between the filings for Adam Weinstein — 2 worth asking about (compared the newest 50 of 190 filings on Oct 24, 2026; older filings not covered)

Worth asking · Apr 17, 1989 – Nov 7, 2025

6 bankruptcy cases name the subject or team members

Bankruptcy case: Adam S. Weinstein — filed Sep 1, 2023 · Bankruptcy case: Robella 2228, LLC — filed Nov 7, 2025 · Bankruptcy case: Ames Merchandising Corporation v. The Holson Company — filed May 28, 2003 · Bankruptcy case: The Global Crossing Estate Representative v. Dickstein Shapiro Morin & Oshinsky LLP — filed Jan 27, 2004 · Bankruptcy case: Chase Manhattan Bank USA NA v. Africk — filed Aug 2, 2002 · and 1 more

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Docket · United States Bankruptcy Court, D. New Jersey ↗Docket · United States Bankruptcy Court, W.D. New York ↗John Robella — PartnerFacts page ↗Docket · United States Bankruptcy Court, S.D. New York ↗
Sources
Worth asking · Apr 4, 2023 – Sep 25, 2026

24 paid sellers are listed without a CRD number

Paid seller listed without a CRD number: Compass Group Global Advisors S.A. — New Mountain Guardian V (Unlevered), L.P. · Paid seller listed without a CRD number: Alpencrest Investment Management Pty Ltd — New Mountain Guardian V (Unlevered), L.P. · Paid seller listed without a CRD number: Ameris Matrix Limited — New Mountain Guardian V (Unlevered), L.P. · Paid seller listed without a CRD number: Acro Securities — New Mountain Guardian V (Unlevered), L.P. · Paid seller listed without a CRD number: Compass Group Global Advisors S.A. — New Mountain Guardian V (Levered), L.P. · and 19 more

What this means Without a CRD number we cannot look a seller up on BrokerCheck. Ask who they are and whether they are registered.

Form D/A · Sep 25, 2026 ↗BrokerCheck search: Compass Group Global Advisors S.A. ↗New Mountain Guardian V (Unlevered), L.P. — PartnerFacts page ↗BrokerCheck search: Alpencrest Investment Management Pty Ltd ↗
Sources
Note · Jan 27, 2025 – Mar 7, 2025

Form D filed 39 days after the first sale — Speedway Holdings, L.P.

The filing says the first sale was Jan 27, 2025. The Form D was filed Mar 7, 2025 — 39 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 24 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · Mar 7, 2025 ↗Speedway Holdings, L.P. — PartnerFacts page ↗
Sources
Note · May 17, 2021 – May 16, 2025

4 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — Chartwell Parent, Inc. (latest filing May 16, 2025) · No amendment in the last 12 months on an offering that may still be open — Carter Investment Holdings, L.P. (latest filing Apr 28, 2025) · No amendment in the last 12 months on an offering that may still be open — Relay Investment, L.P. (latest filing Mar 17, 2025) · No amendment in the last 12 months on an offering that may still be open — New Mountain Guardian IV Income Fund, L.L.C. (latest filing Aug 2, 2024)

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Form D/A · May 16, 2025 ↗Chartwell Parent, Inc. — PartnerFacts page ↗Form D/A · Apr 28, 2025 ↗Carter Investment Holdings, L.P. — PartnerFacts page ↗
Sources
Note · May 8, 2025 – Jul 29, 2026

Offering amount changed between filings — New Mountain Strategic Equity Fund II, L.P.

The May 8, 2025 filing says an indefinite amount offered; the Jul 29, 2026 Form D/A says $1,315,080,000.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Form D/A (earlier) · May 8, 2025 ↗Form D/A (later) · Jul 29, 2026 ↗New Mountain Strategic Equity Fund II, L.P. — PartnerFacts page ↗
Sources
Note · Apr 4, 2024 – Aug 6, 2024

Offering amount changed between filings — New Mountain Partners VII Luxembourg, SCSp

The Apr 4, 2024 filing says an indefinite amount offered; the Aug 6, 2024 Form D/A says $15,425,315,000.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Form D/A (earlier) · Apr 4, 2024 ↗Form D/A (later) · Aug 6, 2024 ↗New Mountain Partners VII Luxembourg, SCSp — PartnerFacts page ↗
Sources
Note · Apr 4, 2024 – Aug 6, 2024

Offering amount changed between filings — New Mountain Partners VII, L.P.

The Apr 4, 2024 filing says an indefinite amount offered; the Aug 6, 2024 Form D/A says $15,425,315,000.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Form D/A (earlier) · Apr 4, 2024 ↗Form D/A (later) · Aug 6, 2024 ↗New Mountain Partners VII, L.P. — PartnerFacts page ↗
Sources
Note · May 17, 2021 – May 17, 2023

Adam Weinstein is written 2 different ways on the filings

listed as "Adam Weinstein" on 67 filings (from May 17, 2021), and "Adam B. Weinstein" on 7 filings (from May 17, 2023).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · May 17, 2021 ↗Form D · May 17, 2023 ↗Adam Weinstein — PartnerFacts page ↗
Sources
Note · Jul 31, 2023

Formed in 2024 per the latest filing, but activity is dated 2022 — Rally Topco, L.P.

The issuer's latest filing says it was formed in 2024. The Jul 31, 2023 filing says the first sale was Aug 9, 2022 — before that year.

What this means A company cannot sell before it exists, so one of the two dates is likely a typo on the form. Ask the sponsor for the formation document.

Form D · Jul 31, 2023 ↗Rally Topco, L.P. — PartnerFacts page ↗
Sources
Note · Sep 6, 2017 – Nov 2, 2017

Same name, different state: "Adam Weinstein" (CA) is a separate record

This page covers filings where the address state is WI or NY or NJ or IL. A separate record, "Adam Weinstein" with address state CA, is listed on 2 filings — most recently by Cursor Data, Inc. (Nov 2, 2017). Both records have filings in the same period (Sep 6, 2017 to Nov 2, 2017).

What this means Two records with one name were active at the same time. That can be one person listing different company addresses, or two different people. We keep them apart until a filing ties them together. Check both pages before you decide.

Adam Weinstein (CA) — PartnerFacts page ↗Form D/A · Nov 2, 2017 ↗Cursor Data, Inc. — PartnerFacts page ↗Adam Weinstein (WI,NY,NJ,IL) — this page ↗
Sources
Note · May 17, 2021 – Oct 20, 2026

Adam Weinstein is listed with 2 different address states: NY, WI

NY on 71 filings (May 17, 2021 to Oct 20, 2026); WI on 3 filings (Dec 20, 2024 to Dec 19, 2025).

What this means The address on a Form D is usually the company's, not the person's home, so this often just reflects different companies. It can also mean a move. Nothing wrong by itself.

Form D · May 17, 2021 ↗Form D · Dec 20, 2024 ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 190 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

34 of 122 offerings report sales commissions totalling $275,235,237; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Oct 20, 2026 D
Dorado Parent, L.P.
File 021-601884
$0$0$0None listed on this filingEDGAR ↗
Oct 15, 2026 D
NM Titan Aggregator, L.P.
File 021-601382
$0$0$0None listed on this filingEDGAR ↗
Sep 25, 2026 D/A
New Mountain Guardian V (Unlevered), L.P.
File 021-558979
$5,000,000 (est.)$0$0Compass 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
New Mountain Guardian V (Levered), L.P.
File 021-558963
$5,000,000 (est.)$0$0Compass 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
New Mountain Guardian V Feeder Fund, L.P.
File 021-558975
$5,000,000 (est.)$0$0Compass 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 14, 2026 D
New Mountain Atlas I Oryx Co-Invest, L.P.
File 021-594329
$0$0$0None listed on this filingEDGAR ↗
Jul 29, 2026 D/A
New Mountain Strategic Equity Fund II, L.P.
File 021-483135
$3,990,625$0$0Goldman 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
NM Everest Aggregator, L.P.
File 021-590657
$0$0$0None listed on this filingEDGAR ↗
Jul 14, 2026 D
NM Colt Aggregator, L.P.
File 021-590659
$0$0$0None listed on this filingEDGAR ↗
Jun 12, 2026 D
Everest PMC HoldCo, L.L.C.
File 021-587160
$0$0$0None listed on this filingEDGAR ↗
Jun 4, 2026 D/A
Ember Management Aggregator, L.P.
File 021-480676
$0$0$0None listed on this filingEDGAR ↗
May 27, 2026 D/A
Rally Topco, L.P.
File 021-488377
$0$0$0None listed on this filingEDGAR ↗
May 15, 2026 D
New Mountain Atlas I, L.P.
File 021-584167
$0$0$0None listed on this filingEDGAR ↗
May 6, 2026 D/A
Tinuiti Group Holdings, L.P.
File 021-399582
$0$0$0None listed on this filingEDGAR ↗
Apr 24, 2026 D
New Mountain Net Lease Partners III, L.P.
File 021-581749
$0$0$0None listed on this filingEDGAR ↗
Apr 24, 2026 D
New Mountain Net Lease Delaware Feeder III, L.P.
File 021-581752
$0$0$0None listed on this filingEDGAR ↗
Mar 26, 2026 D
New Mountain WCO Continuation Fund, L.P.
File 021-577900
$42,000,000 (est.)$0$0Goldman 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
New Mountain WCO Rollover Fund, L.P.
File 021-577912
$0$0$0None listed on this filingEDGAR ↗
Mar 26, 2026 D
New Mountain WCO Continuation Feeder, L.P.
File 021-577904
$42,000,000 (est.)$0$0Goldman 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
New Mountain WCO Continuation Fund (Parallel Fund), L.P.
File 021-577906
$42,000,000 (est.)$0$0Goldman 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
New Mountain Net Lease Trust
File 021-535217
$0$0$0None listed on this filingEDGAR ↗
Dec 19, 2025 D
Chevron Topco, L.P.
File 021-567641
$0$0$0None listed on this filingEDGAR ↗
Dec 15, 2025 D/A
New Mountain Private Credit Fund
File 021-532098
$0$0$0None listed on this filingEDGAR ↗
Oct 30, 2025 D
Chevron Topco, L.P.
File 021-562493
$0$0$0None listed on this filingEDGAR ↗
Oct 23, 2025 D/A
Dorado Parent, L.P.
File 021-526949
$0$0$0None listed on this filingEDGAR ↗
Oct 23, 2025 D
Otis Topco, L.P.
File 021-561828
$0$0$0None listed on this filingEDGAR ↗
Oct 20, 2025 D
Olympic Investment, L.P.
File 021-561415
$0$0$0None listed on this filingEDGAR ↗
May 16, 2025 D/A
Chartwell Parent, Inc.
File 021-433795
$0$0$0None listed on this filingEDGAR ↗
Apr 28, 2025 D/A
Carter Investment Holdings, L.P.
File 021-475309
$0$0$0None listed on this filingEDGAR ↗
Apr 14, 2025 D
Bellwether Topco, L.P.
File 021-543588
$0$0$0None listed on this filingEDGAR ↗
Apr 3, 2025 D
New Mountain SRC Continuation Fund, L.P.
File 021-542900
$2,500,000 (est.)$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗
via Goldman Sachs & Co. LLC (CRD 361 ↗)
EDGAR ↗
Apr 3, 2025 D
New Mountain SRC Rollover Fund, L.P.
File 021-542901
$0$0$0None listed on this filingEDGAR ↗
Mar 17, 2025 D/A
Relay Investment, L.P.
File 021-403318
$0$0$0None listed on this filingEDGAR ↗
Mar 7, 2025 D
Speedway Holdings, L.P.
File 021-540203
$0$0$0None listed on this filingEDGAR ↗
Dec 20, 2024 D
Chevron Topco, L.P.
File 021-532821
$0$0$0None listed on this filingEDGAR ↗
Dec 10, 2024 D
Olympic Investment, L.P.
File 021-531646
$0$0$0None listed on this filingEDGAR ↗
Oct 30, 2024 D
PerkinElmer Parent, Inc.
File 021-528193
$0$0$0None listed on this filingEDGAR ↗
Sep 10, 2024 D
Dorado Parent, L.P.
File 021-523680
$0$0$0None listed on this filingEDGAR ↗
Aug 6, 2024 D/A
New Mountain Partners VII, L.P.
File 021-477935
$49,000,000 (est.)$0$0TransPacific 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
New Mountain Partners VII Luxembourg, SCSp
File 021-477939
$14,750,000 (est.)$0$0Goldman 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
New Mountain Guardian IV Income Fund, L.L.C.
File 021-481996
$1,000,000 (est.)$0$0Acro Securities no CRD number reported
Vigilant Distributors, LLC BrokerCheck CRD 000285573 ↗
via Vigilant Distributors, LLC (CRD 000285573 ↗)
EDGAR ↗
Jun 10, 2024 D
New Wellness Investment, L.P.
File 021-515627
$0$0$0None listed on this filingEDGAR ↗
May 30, 2024 D
Turbo Parent Partnership LP
File 021-514713
$0$0$0None listed on this filingEDGAR ↗
May 16, 2024 D
Otis Topco, L.P.
File 021-513567
$0$0$0None listed on this filingEDGAR ↗
May 16, 2024 D
Otis Topco, L.P.
File 021-513569
$0$0$0None listed on this filingEDGAR ↗
May 3, 2024 D/A
New Mountain Guardian IV BDC, L.L.C.
File 021-444303
$3,000,000 (est.)$0$0Acro 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
NMP IV Continuation Fund (D), L.P.
File 021-497875
$6,000,000 (est.)$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗
via Goldman Sachs & Co. LLC (CRD 361 ↗)
EDGAR ↗
Nov 21, 2023 D
NMP IV Rollover Fund (D), L.P.
File 021-497879
$0$0$0None listed on this filingEDGAR ↗
Aug 11, 2023 D/A
PerkinElmer Parent, Inc.
File 021-475547
$0$0$0None listed on this filingEDGAR ↗
Jul 31, 2023 D
Rally Topco, L.P.
File 021-488376
$0$0$0None listed on this filingEDGAR ↗
Jun 20, 2023 D
Chartwell Parent, Inc.
File 021-484650
$0$0$0None listed on this filingEDGAR ↗
May 24, 2023 D
Olympic Investment, L.P.
File 021-482495
$0$0$0None listed on this filingEDGAR ↗
Apr 5, 2023 D/A
New Mountain Net Lease Delaware Feeder II, L.P.
File 021-440429
$0$0$0None listed on this filingEDGAR ↗
Apr 5, 2023 D/A
New Mountain Net Lease Partners II, L.P.
File 021-440391
$0$0$0None listed on this filingEDGAR ↗
Mar 9, 2023 D
Carter Investment Holdings, L.P.
File 021-475307
$0$0$0None listed on this filingEDGAR ↗
Feb 9, 2023 D
Citrus Partners Holdings, L.P.
File 021-473103
$0$0$0None listed on this filingEDGAR ↗
Feb 2, 2023 D
New Wellness Investment, L.P.
File 021-472486
$0$0$0None listed on this filingEDGAR ↗
Jan 3, 2023 D
Covaris Aggregator, LLC
File 021-469355
$0$0$0None listed on this filingEDGAR ↗
Dec 22, 2022 D
New Mountain Net Lease Partners II Corp
File 021-468512
$3,000$0$0ICA, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Nov 7, 2022 D
Props2Fantasy.com, Inc.
File 021-463993
$0$0$0None listed on this filingEDGAR ↗
Aug 24, 2022 D
Astronaut Topco, L.P.
File 021-456942
$0$0$0None listed on this filingEDGAR ↗
Mar 31, 2022 D
Props2Fantasy.com, Inc.
File 021-439948
$0$0$0None listed on this filingEDGAR ↗
Feb 28, 2022 D
Citrus Partners Holdings, L.P.
File 021-435254
$0$0$0None listed on this filingEDGAR ↗
Feb 10, 2022 D
Chartwell Parent, Inc.
File 021-433133
$0$0$0None listed on this filingEDGAR ↗
Feb 9, 2022 D/A
NMF SLF I, Inc.
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 filingEDGAR ↗
Dec 2, 2021 D/A
Aceto Management, L.L.C.
File 021-381682
$0$0$0None listed on this filingEDGAR ↗
Oct 29, 2021 D
Astronaut Topco, L.P.
File 021-419297
$0$0$0None listed on this filingEDGAR ↗
Oct 19, 2021 D
New Wellness Investment, L.P.
File 021-417514
$0$0$0None listed on this filingEDGAR ↗
Aug 30, 2021 D
NMP III Continuation Fund, L.P.
File 021-411712
$0$0$0Evercore Group L.L.C. BrokerCheck CRD 42405 ↗EDGAR ↗
Aug 30, 2021 D
NMP III Continuation Feeder, L.P.
File 021-411716
$0$0$0Evercore Group L.L.C. BrokerCheck CRD 42405 ↗EDGAR ↗
Aug 19, 2021 D
Astronaut Topco, L.P.
File 021-410642
$0$0$0None listed on this filingEDGAR ↗
Aug 19, 2021 D
Astronaut Topco, L.P.
File 021-410644
$0$0$0None listed on this filingEDGAR ↗
Jul 23, 2021 D/A
New Mountain Guardian III BDC, L.L.C.
File 021-344218
$1,000,000 (est.)$0$0Icelandic Investors Ltd. no CRD number reported
Ameris Capital Limitada no CRD number reported
GrovePeak SAS no CRD number reported		EDGAR ↗
Jul 20, 2021 D
FRV Phase 1 Holdings Inc.
File 021-406917
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Charles Mathes BrokerCheck CRD 5980160 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Jul 19, 2021 D
FRV Phase 2 Holdings Inc.
File 021-406786
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Charles Mathes BrokerCheck CRD 5980160 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Jun 29, 2021 D
Olympic Holdco, Inc.
File 021-404608
$0$0$0None listed on this filingEDGAR ↗
Jun 29, 2021 D
Olympic Investment, L.P.
File 021-404606
$0$0$0None listed on this filingEDGAR ↗
Jun 10, 2021 D
Astronaut Investment L.P.
File 021-402361
$0$0$0None listed on this filingEDGAR ↗
Jun 10, 2021 D
Astronaut Holdco, Inc.
File 021-402365
$0$0$0None listed on this filingEDGAR ↗
Mar 25, 2021 D
Relay Holdco, Inc.
File 021-393574
$0$0$0None listed on this filingEDGAR ↗
Mar 25, 2021 D
Relay Investment, L.P.
File 021-393577
$0$0$0None listed on this filingEDGAR ↗
Jan 26, 2021 D/A
New Mountain Partners VI, L.P.
File 021-365333
$22,400,000$0$0Goldman 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 ↗
Dec 30, 2020 D
New Wellness Investment, L.P.
File 021-384865
$0$0$0None listed on this filingEDGAR ↗
Dec 29, 2020 D
Tinuiti Group Holdings, L.P.
File 021-384519
$0$0$0None listed on this filingEDGAR ↗
Dec 23, 2020 D/A
Warrior Group, L.P.
File 021-353803
$0$0$0None listed on this filingEDGAR ↗
Nov 30, 2020 D
New Momentum Holdings Inc.
File 021-381641
$0$0$0None listed on this filingEDGAR ↗
Nov 30, 2020 D
1675 Westchester Avenue Inc.
File 021-381731
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Charles Mathes BrokerCheck CRD 5980160 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Sep 30, 2020 D/A
New Mountain Partners VI Luxembourg, SCSp
File 021-369248
$5,000,000 (est.)$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗
via Goldman Sachs & Co. LLC (CRD 361 ↗)
EDGAR ↗
Aug 31, 2020 D
New Wellness Investment, L.P.
File 021-374535
$0$0$0None listed on this filingEDGAR ↗
Aug 31, 2020 D
New Wellness Holdco, Inc.
File 021-374537
$0$0$0None listed on this filingEDGAR ↗
Jun 1, 2020 D
Astronaut Investment L.P.
File 021-368054
$0$0$0None listed on this filingEDGAR ↗
Jun 1, 2020 D
Astronaut Holdco, Inc.
File 021-368056
$0$0$0None listed on this filingEDGAR ↗
Apr 17, 2020 D
New Mountain Affiliated Investors VI, L.P.
File 021-365335
$0$0$0None listed on this filingEDGAR ↗
Apr 16, 2020 D
New Momentum Holdings Inc.
File 021-365117
$0$0$0None listed on this filingEDGAR ↗
Apr 3, 2020 D/A
New Mountain Strategic Equity Fund I, L.P.
File 021-333190
$4,000,000 (est.)$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗
via Goldman Sachs & Co. LLC (CRD 361 ↗)
EDGAR ↗
Jan 30, 2020 D
Astronaut Investment L.P.
File 021-359379
$0$0$0None listed on this filingEDGAR ↗
Jan 30, 2020 D
Astronaut Holdco, Inc.
File 021-359384
$0$0$0None listed on this filingEDGAR ↗
Oct 23, 2019 D
600 East 156th Street Holdings Inc.
File 021-351718
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Charles Mathes BrokerCheck CRD 5980160 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Aug 15, 2019 D
Warrior Group, L.P.
File 021-346638
$0$0$0None listed on this filingEDGAR ↗
Apr 15, 2019 D/A
New Mountain Net Lease Partners, L.P.
File 021-299201
$6,250,000$0$0Park 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 ↗
Dec 26, 2018 D
New Mountain Net Lease Partners Corp
File 021-328861
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Nov 29, 2018 D
New Mountain Net Lease Delaware Feeder, L.P.
File 021-326875
$285,750$0$0Park Hill Group LLC BrokerCheck CRD 135898 ↗
via Park Hill Group LLC (CRD 135898 ↗)
EDGAR ↗
Nov 21, 2018 D/A
Gelest Intermediate Holdings, Inc.
File 021-298425
$0$0$0None listed on this filingEDGAR ↗
Nov 14, 2018 D/A
NEW MOUNTAIN VANTAGE (CAYMAN), LTD.
File 021-142378
$55,237$0$0KPG Capital Partners, LLC BrokerCheck CRD 165392 ↗EDGAR ↗
Sep 18, 2018 D
NM Beeline Co-Invest, L.P.
File 021-321662
$0$0$0None listed on this filingEDGAR ↗
Jul 18, 2018 D
Elton Crossing, Inc.
File 021-317182
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Jun 21, 2018 D
New Momentum Holdings Inc.
File 021-315127
$0$0$0None listed on this filingEDGAR ↗
Nov 13, 2017 D/A
New Mountain Partners V, L.P.
File 021-287403
$14,065,625$0$0Credit 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 ↗
Oct 11, 2017 D
Bellerophon Therapeutics, Inc.
File 021-296368
$650,000$0$0Theodore Wang BrokerCheck CRD 2786005 ↗
via Angel Pond Capital LLC (CRD 287761 ↗)
EDGAR ↗
May 24, 2017 D
New Mountain Affiliated Investors V, L.P.
File 021-287406
$0$0$0None listed on this filingEDGAR ↗
May 19, 2017 D
Bellerophon Therapeutics, Inc.
File 021-287121
$210,000$0$0H.C. Wainwright & Co., LLC BrokerCheck CRD 375 ↗EDGAR ↗
Nov 14, 2016 D/A
New Mountain Vantage LO (Cayman) Ltd.
File 021-217296
$0$0$0None listed on this filingEDGAR ↗
Jul 8, 2016 D/A
IRI Group Holdings, Inc.
File 021-160261
$0$0$0None listed on this filingEDGAR ↗
Jul 13, 2015 D
Lebanon West Farms, Inc.
File 021-243551
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Phyllis Johnson BrokerCheck CRD 1020488 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Jul 2, 2014 D
Bellerophon Therapeutics, Inc.
File 021-220220
$0$0$0None listed on this filingEDGAR ↗
Feb 21, 2014 D
Bellerophon Therapeutics, Inc.
File 021-212315
$0$0$0None listed on this filingEDGAR ↗
Jan 8, 2013 D
Courtlandt Crescent, Inc.
File 021-189704
$6,250 (est.)$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Phyllis Beck BrokerCheck CRD 1020488 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
May 25, 2012 D
Courtlandt Corners II, Inc.
File 021-178841
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Phyllis J. Beck BrokerCheck CRD 1020488 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick J. Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
May 10, 2011 D
New Mountain Finance Corp
File 021-159552
$0$0$0None listed on this filingEDGAR ↗
Apr 28, 2011 D
IRI Group Holdings, Inc.
File 021-159001
$0$0$0None listed on this filingEDGAR ↗
Apr 14, 2011 D
IRI Group Holdings, Inc.
File 021-158391
$0$0$0None listed on this filingEDGAR ↗
Jan 27, 2011 D
COURTLANDT CORNERS I, INC
File 021-154492
$18,750 (est.)$0$0H&L Equities, LLC BrokerCheck CRD 113794 ↗
via H&L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (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 every filing this person is listed on (latest filing per offering, per issuer).

Deals 85

Every issuer that named Adam Weinstein on a Form D, newest first. A Form D is the notice a company files after it starts selling a private investment.

DP
Other · group: New Mountain

Dorado Parent, L.P.

New York, NY · Sep 10, 2024 → Oct 20, 2026 · 4 filings
  • Oct 20, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President and Treasurer of the General Partner) EDGAR ↗
  • Oct 23, 2025 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President and Treasurer of the General Partner) EDGAR ↗
  • Oct 16, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President and Treasurer of the General Partner) EDGAR ↗
  • Sep 10, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President and Treasurer) EDGAR ↗

No sales reported yet as of the latest filing. Adam is listed as executive officer on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other / 506(b) (18,678 filings); 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.

NT
Pooled Investment Fund · group: New Mountain

NM Titan Aggregator, L.P.

New York, NY · Oct 15, 2026
  • Oct 15, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer and Chief Financial Officer for the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Adam is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); 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.

NM
Pooled Investment Fund · group: New Mountain

New Mountain Guardian V (Unlevered), L.P.

New York, NY · Sep 26, 2025 → Sep 25, 2026 · 2 filings
  • Sep 25, 2026 · D/A · $861,473,063 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Managing Director and Authorized Person of the UGP) EDGAR ↗
  • Sep 26, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer and Chief Financial Officer of the General Partner of the Issuer) EDGAR ↗

Raised $861.5M from 1 investor as of the latest filing. Adam is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); 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.

NM
Pooled Investment Fund · group: New Mountain

New Mountain Guardian V Feeder Fund, L.P.

New York, NY · Sep 26, 2025 → Sep 25, 2026 · 2 filings
  • Sep 25, 2026 · D/A · $861,473,063 sold of Indefinite · 18 investors · min. No minimum reported · role: Executive Officer (Managing Director and Authorized Person of the UGP) EDGAR ↗
  • Sep 26, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer and Chief Financial Officer of the General Partner of the Issuer) EDGAR ↗

Raised $861.5M from 18 investors as of the latest filing. Adam is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); 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.

NM
Pooled Investment Fund · group: New Mountain

New Mountain Guardian V (Levered), L.P.

New York, NY · Sep 26, 2025 → Sep 25, 2026 · 2 filings
  • Sep 25, 2026 · D/A · $861,473,063 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer (Managing Director and Authorized Person of the UGP) EDGAR ↗
  • Sep 26, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer and Chief Financial Officer of the General Partner of the Issuer) EDGAR ↗

Raised $861.5M from 4 investors as of the latest filing. Adam is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); 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.

NM
Pooled Investment Fund · group: New Mountain

New Mountain Atlas I Oryx Co-Invest, L.P.

New York, NY · Aug 14, 2026
  • Aug 14, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer and Chief Financial Officer of the GP.) EDGAR ↗

No sales reported yet as of the latest filing. Adam is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); 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.

NM
Pooled Investment Fund · group: New Mountain

New Mountain Strategic Equity Fund II, L.P.

New York, NY · Jun 1, 2023 → Jul 29, 2026 · 4 filings
  • Jul 29, 2026 · D/A · $1,315,080,000 sold of $1,315,080,000 · 146 investors · min. No minimum reported · role: Executive Officer (Chief Financial Officer and Head of Firm Operations) EDGAR ↗
  • May 8, 2025 · D/A · $532,150,000 sold of Indefinite · 19 investors · min. No minimum reported · role: Executive Officer (Chief Financial Officer and Head of Firm Operations) EDGAR ↗
  • May 31, 2024 · D/A · $453,650,000 sold of Indefinite · 16 investors · min. No minimum reported · role: Executive Officer (Chief Financial Officer and Head of Firm Operations) EDGAR ↗
  • Jun 1, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the GP) EDGAR ↗

Raised $1.32B from 146 investors (100% of the $1.32B target) as of the latest filing. Adam is listed as executive officer on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); 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.

NC
Pooled Investment Fund · group: New Mountain

NM Colt Aggregator, L.P.

New York, NY · Jul 14, 2026
  • Jul 14, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer and Chief Financial Officer for the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Adam is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); 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.

NE
Pooled Investment Fund · group: New Mountain

NM Everest Aggregator, L.P.

New York, NY · Jul 14, 2026
  • Jul 14, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer and Chief Financial Officer for the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Adam is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); 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.

EP
Other · group: New Mountain

Everest PMC HoldCo, L.L.C.

New York, NY · Jun 12, 2026
  • Jun 12, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President and Treasurer) EDGAR ↗

No sales reported yet as of the latest filing. Adam is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other / 506(b) (18,678 filings); 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.

EM
Other Health Care · group: New Mountain

Ember Management Aggregator, L.P.

New York, NY · May 3, 2023 → Jun 4, 2026 · 4 filings
  • Jun 4, 2026 · D/A · $130,765,200 sold of Indefinite · 59 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • May 22, 2025 · D/A · $129,865,200 sold of Indefinite · 57 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jun 12, 2024 · D/A · $125,615,200 sold of Indefinite · 53 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • May 3, 2023 · D · $61,627,000 sold of Indefinite · 33 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $130.8M from 59 investors as of the latest filing. Adam is listed as executive officer on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Health Care / 506(b) (4,189 filings); 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.

RT
Other Technology · group: New Mountain

Rally Topco, L.P.

New York, NY · Jul 31, 2023 → May 27, 2026 · 4 filings
  • May 27, 2026 · D/A · $49,735,166 sold of Indefinite · 60 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jul 31, 2024 · D/A · $38,905,098 sold of Indefinite · 46 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jul 31, 2023 · D · $36,715,000 sold of Indefinite · 41 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jul 31, 2023 · D · $562,915,268 sold of $562,915,268 · 39 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $562.9M from 60 investors as of the latest filing. Adam is listed as executive officer on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Technology / 506(b) (17,390 filings); 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.

NM
Pooled Investment Fund · group: New Mountain

New Mountain Atlas I, L.P.

New York, NY · May 15, 2026
  • May 15, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer and Chief Financial Officer of the UGP.) EDGAR ↗

No sales reported yet as of the latest filing. Adam is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); 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.

TG
Business Services · group: New Mountain

Tinuiti Group Holdings, L.P.

New York, NY · Dec 29, 2020 → May 6, 2026 · 7 filings
  • May 6, 2026 · D/A · $91,312,300 sold of Indefinite · 83 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Apr 8, 2025 · D/A · $90,062,300 sold of Indefinite · 76 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Mar 22, 2024 · D/A · $72,481,050 sold of Indefinite · 58 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Mar 22, 2023 · D/A · $65,007,000 sold of Indefinite · 51 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • May 24, 2022 · D/A · $62,482,500 sold of Indefinite · 48 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • May 17, 2021 · D · $41,950,000 sold of Indefinite · 28 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Dec 29, 2020 · D · $442,326,600 sold of $442,326,600 · 33 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $442.3M from 83 investors as of the latest filing. Adam is listed as executive officer on 7 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Business Services / 506(b) (965 filings); 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.

NM
Pooled Investment Fund · group: New Mountain

New Mountain Net Lease Delaware Feeder III, L.P.

New York, NY · Apr 24, 2026
  • Apr 24, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the UGP) EDGAR ↗

No sales reported yet as of the latest filing. Adam is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); 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.

NM
Pooled Investment Fund · group: New Mountain

New Mountain Net Lease Partners III, L.P.

New York, NY · Apr 24, 2026
  • Apr 24, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the UGP) EDGAR ↗

No sales reported yet as of the latest filing. Adam is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); 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.

NM
Pooled Investment Fund · group: New Mountain

New Mountain WCO Rollover Fund, L.P.

New York, NY · Mar 26, 2026
  • Mar 26, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer and Chief Financial Officer for the GP of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Adam is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); 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.

NM
Pooled Investment Fund · group: New Mountain

New Mountain WCO Continuation Fund (Parallel Fund), L.P.

New York, NY · Mar 26, 2026
  • Mar 26, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer and Chief Financial Officer of the General Partner of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Adam is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); 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.

NM
Pooled Investment Fund · group: New Mountain

New Mountain WCO Continuation Feeder, L.P.

New York, NY · Mar 26, 2026
  • Mar 26, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer and Chief financial Officer of the General Partner of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Adam is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); 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.

NM
Pooled Investment Fund · group: New Mountain

New Mountain WCO Continuation Fund, L.P.

New York, NY · Mar 26, 2026
  • Mar 26, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer and Chief Financial Officer for the General Partner of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Adam is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); 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.

NM
REITS and Finance · group: New Mountain

New Mountain Net Lease Trust

New York, NY · Jan 14, 2025 → Feb 12, 2026 · 2 filings
  • Feb 12, 2026 · D/A · $408,357,619 sold of Indefinite · 1,010 investors · min. No minimum reported · role: Director (Trustee) EDGAR ↗
  • Jan 14, 2025 · D · $263,034,359 sold of Indefinite · 328 investors · min. No minimum reported · role: Director (Trustee) EDGAR ↗

Raised $408.4M from 1,010 investors as of the latest filing. Adam is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); 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.

CT
Other · group: New Mountain

Chevron Topco, L.P.

Franklin, WI · Dec 20, 2024 → Dec 19, 2025 · 3 filings
  • Dec 19, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President and Treasurer of the General Partner) EDGAR ↗
  • Oct 30, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President and Treasurer of the General Partner) EDGAR ↗
  • Dec 20, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President and Treasurer of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Adam is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other / 506(b) (18,678 filings); 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.

NM
Pooled Investment Fund · group: New Mountain

New Mountain Private Credit Fund

New York, NY · Dec 13, 2024 → Dec 15, 2025 · 2 filings
  • Dec 15, 2025 · D/A · $1,079,553,748 sold of Indefinite · 297 investors · min. No minimum reported · role: Executive Officer, Director (Executive Vice President) EDGAR ↗
  • Dec 13, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Director (Executive Vice President) EDGAR ↗

Raised $1.08B from 297 investors as of the latest filing. Adam is listed as executive officer, director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); 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.

OT
Other

Otis Topco, L.P.

New York, NY · May 16, 2024 → Oct 23, 2025 · 3 filings
  • Oct 23, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • May 16, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • May 16, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Adam is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other / 506(b) (18,678 filings); 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.

OI
Other · group: New Mountain

Olympic Investment, L.P.

New York, NY · Jun 29, 2021 → Oct 20, 2025 · 4 filings
  • Oct 20, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President and Treasurer) EDGAR ↗
  • Dec 10, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President and Treasurer of the GP) EDGAR ↗
  • May 24, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President and Treasurer of the GP) EDGAR ↗
  • Jun 29, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President and Treasurer of the GP) EDGAR ↗

No sales reported yet as of the latest filing. Adam is listed as executive officer on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other / 506(b) (18,678 filings); 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.

CP
Other · group: New Mountain

Chartwell Parent, Inc.

New York, NY · Feb 10, 2022 → May 16, 2025 · 6 filings
  • May 16, 2025 · D/A · $70,590,310 sold of Indefinite · 132 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jun 5, 2024 · D/A · $66,011,310 sold of Indefinite · 111 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jun 20, 2023 · D · $3,197,600 sold of $3,197,600 · 15 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jun 7, 2023 · D/A · $48,856,500 sold of Indefinite · 86 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Feb 16, 2022 · D · $29,200,000 sold of Indefinite · 40 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Feb 10, 2022 · D · $321,103,498 sold of $321,103,498 · 80 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $321.1M from 132 investors as of the latest filing. Adam is listed as executive officer on 6 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other / 506(b) (18,678 filings); 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.

Logo
Other · group: New Mountain

Carter Investment Holdings, L.P.

New York, NY · Mar 9, 2023 → Apr 28, 2025 · 4 filings
  • Apr 28, 2025 · D/A · $66,914,784 sold of Indefinite · 32 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Apr 3, 2024 · D/A · $64,999,869 sold of Indefinite · 31 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Mar 9, 2023 · D · $53,315,450 sold of Indefinite · 21 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Mar 9, 2023 · D · $2,745,000 sold of Indefinite · 16 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $111.8M from 68 investors as of the latest filing. Adam is listed as executive officer on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other / 506(b) (18,678 filings); 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.

BT
Other · group: New Mountain

Bellwether Topco, L.P.

New York, NY · Apr 14, 2025
  • Apr 14, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President and Treasurer of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Adam is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other / 506(b) (18,678 filings); 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.

NM
Pooled Investment Fund · group: New Mountain

New Mountain SRC Rollover Fund, L.P.

New York, NY · Apr 3, 2025
  • Apr 3, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer and Chief Financial Officer for the GP of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Adam is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); 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.

NM
Pooled Investment Fund · group: New Mountain

New Mountain SRC Continuation Fund, L.P.

New York, NY · Apr 3, 2025
  • Apr 3, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer and Chief Financial Officer for the GP of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Adam is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); 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.

RI
Other · group: New Mountain

Relay Investment, L.P.

New York, NY · Mar 25, 2021 → Mar 17, 2025 · 5 filings
  • Mar 17, 2025 · D/A · $0 sold of Indefinite · 66 investors · min. No minimum reported · role: Executive Officer (Vice President and Treasurer of the GP) EDGAR ↗
  • May 16, 2024 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President and Treasurer of the GP) EDGAR ↗
  • Nov 10, 2022 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President and Treasurer of the GP) EDGAR ↗
  • Jun 17, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President and Treasurer of the GP) EDGAR ↗
  • Mar 25, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President, Treasurer and Manager of the GP) EDGAR ↗

66 investors reported; no amount sold yet as of the latest filing. Adam is listed as executive officer on 5 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other / 506(b) (18,678 filings); 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.

SH
Other · group: New Mountain

Speedway Holdings, L.P.

New York, NY · Mar 7, 2025
  • Mar 7, 2025 · D · $441,440,000 sold of $441,440,000 · 20 investors · min. No minimum reported · role: Executive Officer (TREASURER OF THE GENERAL PARTNER) EDGAR ↗

Raised $441.4M from 20 investors (100% of the $441.4M target) as of the latest filing. Adam is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other / 506(b) (18,678 filings); 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.

PP
Other · group: New Mountain

PerkinElmer Parent, Inc.

New York, NY · Mar 10, 2023 → Oct 30, 2024 · 3 filings
  • Oct 30, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President and Treasurer) EDGAR ↗
  • Aug 11, 2023 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President and Treasurer) EDGAR ↗
  • Mar 10, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President and Treasurer) EDGAR ↗

No sales reported yet as of the latest filing. Adam is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other / 506(b) (18,678 filings); 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.

NM
Pooled Investment Fund · group: Alvarez

New Mountain Partners VII Luxembourg, SCSp

Grand Duchy of Luxembourg, Luxembourg (as filed: N4) · Apr 4, 2023 → Aug 6, 2024 · 3 filings
  • Aug 6, 2024 · D/A · $15,425,315,000 sold of $15,425,315,000 · 716 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer and Chief Financial Officer for the Sole Member of the GP of the Issuer) EDGAR ↗
  • Apr 4, 2024 · D/A · $12,372,322,786 sold of Indefinite · 549 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer and Chief Financial Officer for the Sole Member of the GP of the Issuer) EDGAR ↗
  • Apr 4, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer and Chief Financial Officer for the Sole Member of the GP of the Issuer) EDGAR ↗

Raised $15.43B from 716 investors (100% of the $15.43B target) as of the latest filing. Adam is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); 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.

NM
Pooled Investment Fund · group: New Mountain

New Mountain Partners VII, L.P.

New York, NY · Apr 4, 2023 → Aug 6, 2024 · 3 filings
  • Aug 6, 2024 · D/A · $15,425,315,000 sold of $15,425,315,000 · 716 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer and Chief Financial Officer for the GP of the Issuer) EDGAR ↗
  • Apr 4, 2024 · D/A · $12,372,322,786 sold of Indefinite · 549 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer and Chief Financial Officer for the GP of the Issuer) EDGAR ↗
  • Apr 4, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer and Chief Financial Officer for the GP of the Issuer) EDGAR ↗

Raised $15.43B from 716 investors (100% of the $15.43B target) as of the latest filing. Adam is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); 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.

NM
Pooled Investment Fund · group: New Mountain

New Mountain Guardian IV Income Fund, L.L.C.

New York, NY · May 17, 2023 → Aug 2, 2024 · 3 filings
  • Aug 2, 2024 · D/A · $490,505,000 sold of Indefinite · 11 investors · min. No minimum reported · role: Executive Officer, Director (Director, Executive Vice President) EDGAR ↗
  • Aug 1, 2023 · D/A · $52,500,000 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer, Director (Director, Executive Vice President) EDGAR ↗
  • May 17, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Director (Director, Executive Vice President) EDGAR ↗

Raised $490.5M from 11 investors as of the latest filing. Adam is listed as executive officer, director on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); 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.

NW
Other · group: New Mountain

New Wellness Investment, L.P.

New York, NY · Aug 31, 2020 → Jun 10, 2024 · 5 filings
  • Jun 10, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President and Treasurer of the GP) EDGAR ↗
  • Feb 2, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President and Treasurer of the GP) EDGAR ↗
  • Oct 19, 2021 · D · $2,000,000 sold of Indefinite · 3 investors · min. No minimum reported · role: Executive Officer (Vice President and Treasurer of the GP) EDGAR ↗
  • Dec 30, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President and Treasurer of the GP) EDGAR ↗
  • Aug 31, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Director (Vice President, Treasurer and Manager of the GP) EDGAR ↗

Raised $2M from 3 investors as of the latest filing. Adam is listed as executive officer, director on 5 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other / 506(b) (18,678 filings); 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.

TP
Business Services

Turbo Parent Partnership LP

New York, NY · May 30, 2024
  • May 30, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Managing Director of the General Partner of the Managing Member) EDGAR ↗

No sales reported yet as of the latest filing. Adam is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Business Services / 506(b) (965 filings); 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.

NM
Pooled Investment Fund · group: New Mountain

New Mountain Guardian IV BDC, L.L.C.

New York, NY · May 3, 2022 → May 3, 2024 · 3 filings
  • May 3, 2024 · D/A · $859,575,000 sold of Indefinite · 46 investors · min. No minimum reported · role: Executive Officer, Director (Director, Executive Vice President) EDGAR ↗
  • May 3, 2023 · D/A · $282,100,000 sold of Indefinite · 24 investors · min. No minimum reported · role: Executive Officer, Director (Director, Executive Vice President) EDGAR ↗
  • May 3, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Director (Director, Executive Vice President) EDGAR ↗

Raised $859.6M from 46 investors as of the latest filing. Adam is listed as executive officer, director on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); 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.

NR
Pooled Investment Fund · group: New Mountain

NMP IV Rollover Fund (D), L.P.

New York, NY · Nov 21, 2023
  • Nov 21, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Chief Financial Officer of the GP) EDGAR ↗

No sales reported yet as of the latest filing. Adam is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); 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.

NC
Pooled Investment Fund · group: New Mountain

NMP IV Continuation Fund (D), L.P.

New York, NY · Nov 21, 2023
  • Nov 21, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Chief Financial Officer of the GP) EDGAR ↗

No sales reported yet as of the latest filing. Adam is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); 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.

NM
Pooled Investment Fund · group: New Mountain

New Mountain Net Lease Delaware Feeder II, L.P.

New York, NY · Apr 5, 2022 → Apr 5, 2023 · 2 filings
  • Apr 5, 2023 · D/A · $816,280,000 sold of Indefinite · 79 investors · min. No minimum reported · role: Executive Officer (Managing Director of the GP) EDGAR ↗
  • Apr 5, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the GP) EDGAR ↗

Raised $816.3M from 79 investors as of the latest filing. Adam is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); 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.

NM
Pooled Investment Fund · group: New Mountain

New Mountain Net Lease Partners II, L.P.

New York, NY · Apr 5, 2022 → Apr 5, 2023 · 2 filings
  • Apr 5, 2023 · D/A · $816,280,000 sold of Indefinite · 79 investors · min. No minimum reported · role: Executive Officer (Managing Director of the GP) EDGAR ↗
  • Apr 5, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the GP) EDGAR ↗

Raised $816.3M from 79 investors as of the latest filing. Adam is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); 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.

CP
Other · group: New Mountain

Citrus Partners Holdings, L.P.

New York, NY · Feb 28, 2022 → Feb 9, 2023 · 2 filings
  • Feb 9, 2023 · D · $27,125,031 sold of Indefinite · 38 investors · min. No minimum reported · role: Director EDGAR ↗
  • Feb 28, 2022 · D · $3,584,500 sold of Indefinite · 20 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $27.1M from 38 investors as of the latest filing. Adam is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other / 506(b) (18,678 filings); 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.

CA
Other · group: New Mountain

Covaris Aggregator, LLC

Woburn, MA · Jan 3, 2023
  • Jan 3, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Officer of the Manager and the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Adam is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other / 506(b) (18,678 filings); 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.

NM
REITS and Finance · group: New Mountain

New Mountain Net Lease Partners II Corp

New York, NY · Dec 22, 2022
  • Dec 22, 2022 · D · $60,000 sold of $60,000 · 120 investors · min. $500 · role: Director (Director) EDGAR ↗

Raised $60K from 120 investors (100% of the $60K target) as of the latest filing. Adam is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); 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.

PC
Other Technology

Props2Fantasy.com, Inc.

New York, NY · Mar 31, 2022 → Nov 7, 2022 · 2 filings
  • Nov 7, 2022 · D · $3,984,563 sold of $5,184,556 · 4 investors · min. No minimum reported · role: Executive Officer, Director (President / Chief Executive Officer / Secretary / Treasurer / Director) EDGAR ↗
  • Mar 31, 2022 · D · $1,602,322 sold of $1,602,322 · 20 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $3.98M from 20 investors (77% of the $5.18M target) as of the latest filing. Adam is listed as executive officer, director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Technology / 506(b) (17,390 filings); 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.

AT
Other · group: New Mountain

Astronaut Topco, L.P.

New York, NY · Aug 19, 2021 → Aug 24, 2022 · 4 filings
  • Aug 24, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President and Treasurer of the GP) EDGAR ↗
  • Oct 29, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President and Treasurer of the GP) EDGAR ↗
  • Aug 19, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President and Treasurer of the GP) EDGAR ↗
  • Aug 19, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President and Treasurer of the GP) EDGAR ↗

No sales reported yet as of the latest filing. Adam is listed as executive officer on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other / 506(b) (18,678 filings); 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.

NS
Pooled Investment Fund · group: New Mountain

NMF SLF I, Inc.

New York, NY · Feb 12, 2020 → Feb 9, 2022 · 3 filings
  • Feb 9, 2022 · D/A · $690,000,000 sold of $690,000,000 · 4 investors · min. No minimum reported · role: Executive Officer (Executive Vice President) EDGAR ↗
  • Feb 9, 2021 · D/A · $365,700,000 sold of $690,000,000 · 4 investors · min. No minimum reported · role: Executive Officer (Executive Vice President) EDGAR ↗
  • Feb 12, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Executive Vice President) EDGAR ↗

Raised $690M from 4 investors (100% of the $690M target) as of the latest filing. Adam is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); 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.

AM
Pharmaceuticals · group: New Mountain

Aceto Management, L.L.C.

New York, NY · Nov 30, 2020 → Dec 2, 2021 · 2 filings
  • Dec 2, 2021 · D/A · $23,620,797 sold of Indefinite · 19 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Nov 30, 2020 · D · $21,240,270 sold of Indefinite · 15 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $23.6M from 19 investors as of the latest filing. Adam is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pharmaceuticals / 506(b) (800 filings); 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.

NC
Pooled Investment Fund · group: New Mountain

NMP III Continuation Feeder, L.P.

New York, NY · Aug 30, 2021
  • Aug 30, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Chief Financial Officer and head of Firm Operations) EDGAR ↗

No sales reported yet as of the latest filing. Adam is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); 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.

NC
Pooled Investment Fund · group: New Mountain

NMP III Continuation Fund, L.P.

New York, NY · Aug 30, 2021
  • Aug 30, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Chief Financial Officer and head of Firm Operations) EDGAR ↗

No sales reported yet as of the latest filing. Adam is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); 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.

NM
Pooled Investment Fund · group: New Mountain

New Mountain Guardian III BDC, L.L.C.

New York, NY · Jul 12, 2019 → Jul 23, 2021 · 3 filings
  • Jul 23, 2021 · D/A · $616,855,970 sold of Indefinite · 30 investors · min. No minimum reported · role: Executive Officer, Director (Director, Executive Vice President) EDGAR ↗
  • Jul 13, 2020 · D/A · $328,600,000 sold of Indefinite · 23 investors · min. No minimum reported · role: Executive Officer, Director (Director, Executive Vice President) EDGAR ↗
  • Jul 12, 2019 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Director (Director, Executive Vice President) EDGAR ↗

Raised $616.9M from 30 investors as of the latest filing. Adam is listed as executive officer, director on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); 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.

FP
REITS and Finance · group: Frv Phase

FRV Phase 1 Holdings Inc.

New York, NY · Jul 20, 2021
  • Jul 20, 2021 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer, Director EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Adam is listed as executive officer, director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); 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.

FP
REITS and Finance · group: Frv Phase

FRV Phase 2 Holdings Inc.

New York, NY · Jul 19, 2021
  • Jul 19, 2021 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer, Director EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Adam is listed as executive officer, director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); 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.

OH
Other · group: New Mountain

Olympic Holdco, Inc.

New York, NY · Jun 29, 2021
  • Jun 29, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President and Treasurer) EDGAR ↗

No sales reported yet as of the latest filing. Adam is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other / 506(b) (18,678 filings); 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.

AH
Other · group: New Mountain

Astronaut Holdco, Inc.

New York, NY · Jan 30, 2020 → Jun 10, 2021 · 3 filings
  • Jun 10, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President and Treasurer) EDGAR ↗
  • Jun 1, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Director (Vice President and Treasurer) EDGAR ↗
  • Jan 30, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Director (Vice President and Treasurer) EDGAR ↗

No sales reported yet as of the latest filing. Adam is listed as executive officer, director on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other / 506(b) (18,678 filings); 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.

AI
Other · group: New Mountain

Astronaut Investment L.P.

New York, NY · Jan 30, 2020 → Jun 10, 2021 · 3 filings
  • Jun 10, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Director (Vice President, Treasurer and Manager of the GP) EDGAR ↗
  • Jun 1, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Director (Vice President, Treasurer and Manager of the GP) EDGAR ↗
  • Jan 30, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Director (Vice President, Treasurer and Manager of the GP) EDGAR ↗

No sales reported yet as of the latest filing. Adam is listed as executive officer, director on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other / 506(b) (18,678 filings); 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.

RH
Other · group: New Mountain

Relay Holdco, Inc.

New York, NY · Mar 25, 2021
  • Mar 25, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President and Treasurer) EDGAR ↗

No sales reported yet as of the latest filing. Adam is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other / 506(b) (18,678 filings); 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.

NM
Pooled Investment Fund · group: New Mountain

New Mountain Partners VI, L.P.

New York, NY · Apr 17, 2020 → Jan 26, 2021 · 4 filings
  • Jan 26, 2021 · D/A · $9,586,290,000 sold of $9,586,290,000 · 423 investors · min. No minimum reported · role: Executive Officer (Chief Financial Officer and head of Firm Operations) EDGAR ↗
  • Sep 30, 2020 · D/A · $7,753,142,269 sold of Indefinite · 231 investors · min. No minimum reported · role: Executive Officer (Chief Financial Officer and head of Firm Operations) EDGAR ↗
  • Jul 6, 2020 · D/A · $6,047,499,982 sold of Indefinite · 176 investors · min. No minimum reported · role: Executive Officer (Chief Financial Officer and head of Firm Operations) EDGAR ↗
  • Apr 17, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Chief Financial Officer and head of Firm Operations) EDGAR ↗

Raised $9.59B from 423 investors (100% of the $9.59B target) as of the latest filing. Adam is listed as executive officer on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); 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.

WG
Other · group: New Mountain

Warrior Group, L.P.

New York, NY · Aug 15, 2019 → Dec 23, 2020 · 3 filings
  • Dec 23, 2020 · D/A · $31,829,290 sold of Indefinite · 49 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Nov 20, 2019 · D · $22,450,000 sold of Indefinite · 38 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Aug 15, 2019 · D · $421,388,370 sold of $421,388,370 · 55 investors · min. $50,000 · role: Executive Officer EDGAR ↗

Raised $421.4M from 55 investors as of the latest filing. Adam is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other / 506(b) (18,678 filings); 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.

1W
REITS and Finance · group: Frv Phase

1675 Westchester Avenue Inc.

New York, NY · Nov 30, 2020
  • Nov 30, 2020 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer, Director EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Adam is listed as executive officer, director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); 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.

NM
Other · group: New Mountain

New Momentum Holdings Inc.

New York, NY · Jun 21, 2018 → Nov 30, 2020 · 3 filings
  • Nov 30, 2020 · D · $2,008,000 sold of $2,008,000 · 21 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Apr 16, 2020 · D · $54,479,700 sold of $54,479,700 · 8 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jun 21, 2018 · D · $246,343,386 sold of $246,343,386 · 18 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $246.3M from 21 investors (100% of the $2.01M target) as of the latest filing. Adam is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other / 506(b) (18,678 filings); 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.

NM
Pooled Investment Fund · group: Alvarez

New Mountain Partners VI Luxembourg, SCSp

Grand Duchy of Luxembourg, Luxembourg (as filed: N4) · Jun 18, 2020 → Sep 30, 2020 · 2 filings
  • Sep 30, 2020 · D/A · $7,753,142,269 sold of Indefinite · 231 investors · min. No minimum reported · role: Executive Officer (Chief Financial Officer and Head of Firm Operations of the Sole Shareholder of the Managing General Partner of the Issuer) EDGAR ↗
  • Jun 18, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Chief Financial Officer and Head of Firm Operations of the Sole Shareholder of the Managing General Partner of the Issuer) EDGAR ↗

Raised $7.75B from 231 investors as of the latest filing. Adam is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); 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.

NW
Other · group: New Mountain

New Wellness Holdco, Inc.

New York, NY · Aug 31, 2020
  • Aug 31, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President and Treasurer) EDGAR ↗

No sales reported yet as of the latest filing. Adam is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other / 506(b) (18,678 filings); 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.

NM
Pooled Investment Fund · group: New Mountain

New Mountain Affiliated Investors VI, L.P.

New York, NY · Apr 17, 2020
  • Apr 17, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Chief Financial Officer and head of Firm Operations) EDGAR ↗

No sales reported yet as of the latest filing. Adam is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); 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.

NM
Pooled Investment Fund · group: New Mountain

New Mountain Strategic Equity Fund I, L.P.

New York, NY · Feb 20, 2019 → Apr 3, 2020 · 3 filings
  • Apr 3, 2020 · D/A · $337,250,000 sold of Indefinite · 18 investors · min. No minimum reported · role: Executive Officer (Managing Member of the GP.) EDGAR ↗
  • Feb 19, 2020 · D/A · $337,250,000 sold of Indefinite · 18 investors · min. No minimum reported · role: Executive Officer (Managing Member of the GP.) EDGAR ↗
  • Feb 20, 2019 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Member of the GP.) EDGAR ↗

Raised $337.3M from 18 investors as of the latest filing. Adam is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); 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.

6E
REITS and Finance · group: Frv Phase

600 East 156th Street Holdings Inc.

New York, NY · Oct 23, 2019
  • Oct 23, 2019 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer, Director EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Adam is listed as executive officer, director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); 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.

NM
Pooled Investment Fund · group: New Mountain

New Mountain Net Lease Partners, L.P.

New York, NY · Nov 20, 2017 → Apr 15, 2019 · 6 filings
  • Apr 15, 2019 · D/A · $533,261,400 sold of $533,261,400 · 161 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Mar 11, 2019 · D/A · $450,907,500 sold of Indefinite · 146 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Nov 29, 2018 · D/A · $187,600,000 sold of Indefinite · 79 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Sep 24, 2018 · D/A · $143,150,000 sold of Indefinite · 57 investors · min. No minimum reported · role: Executive Officer (The Managing Director of the GP.) EDGAR ↗
  • Jan 12, 2018 · D/A · $114,465,000 sold of Indefinite · 14 investors · min. No minimum reported · role: Executive Officer (The Managing Director of the GP.) EDGAR ↗
  • Nov 20, 2017 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (The Managing Director of the GP.) EDGAR ↗

Raised $533.3M from 161 investors (100% of the $533.3M target) as of the latest filing. Adam is listed as executive officer on 6 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); 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.

NM
REITS and Finance · group: New Mountain Net Lease

New Mountain Net Lease Partners Corp

New York, NY · Dec 26, 2018
  • Dec 26, 2018 · D · $62,500 sold of $62,500 · 125 investors · min. $500 · role: Director (Director) EDGAR ↗

Raised $63K from 125 investors (100% of the $63K target) as of the latest filing. Adam is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); 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.

NM
Pooled Investment Fund · group: New Mountain

New Mountain Net Lease Delaware Feeder, L.P.

New York, NY · Nov 29, 2018
  • Nov 29, 2018 · D · $12,700,000 sold of Indefinite · 16 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $12.7M from 16 investors as of the latest filing. Adam is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); 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.

GI
Manufacturing · group: New Mountain

Gelest Intermediate Holdings, Inc.

New York, NY · Nov 9, 2017 → Nov 21, 2018 · 2 filings
  • Nov 21, 2018 · D/A · $5,103,273 sold of Indefinite · 6 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Nov 9, 2017 · D · $2,111,776 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $5.1M from 6 investors as of the latest filing. Adam is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Manufacturing / 506(b) (1,339 filings); 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.

NM
Pooled Investment Fund · group: New Mountain

NEW MOUNTAIN VANTAGE (CAYMAN), LTD.

New York, NY · Nov 12, 2015 → Nov 14, 2018 · 4 filings
  • Nov 14, 2018 · D/A · $434,350,000 sold of Indefinite · 9 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Nov 14, 2017 · D/A · $434,350,000 sold of Indefinite · 9 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Nov 14, 2016 · D/A · $434,350,000 sold of Indefinite · 9 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Nov 12, 2015 · D/A · $434,350,000 sold of Indefinite · 9 investors · min. $1,000,000 · role: Director EDGAR ↗

Raised $463.8M from 13 investors as of the latest filing. Adam is listed as director on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); 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.

NB
Pooled Investment Fund · group: New Mountain

NM Beeline Co-Invest, L.P.

New York, NY · Sep 18, 2018
  • Sep 18, 2018 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Member of the GP.) EDGAR ↗

No sales reported yet as of the latest filing. Adam is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); 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.

EC
REITS and Finance · group: Frv Phase

Elton Crossing, Inc.

New York, NY · Jul 18, 2018
  • Jul 18, 2018 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer, Director EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Adam is listed as executive officer, director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); 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.

NM
Pooled Investment Fund · group: New Mountain

New Mountain Partners V, L.P.

New York, NY · May 24, 2017 → Nov 13, 2017 · 2 filings
  • Nov 13, 2017 · D/A · $5,850,000,000 sold of $5,850,000,000 · 251 investors · min. No minimum reported · role: Executive Officer (Managing Director of the GP.) EDGAR ↗
  • May 24, 2017 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the GP.) EDGAR ↗

Raised $5.85B from 251 investors (100% of the $5.85B target) as of the latest filing. Adam is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); 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.

BT
Pharmaceuticals

Bellerophon Therapeutics, Inc.

Warren, NJ · Feb 21, 2014 → Oct 11, 2017 · 4 filings
  • Oct 11, 2017 · D · $23,437,050 sold of $23,437,050 · 11 investors · min. No minimum reported · role: Director EDGAR ↗
  • May 19, 2017 · D · $1,612,500 sold of $1,612,500 · 7 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jul 2, 2014 · D · $1 sold of $1 · 6 investors · min. No minimum reported · role: Director EDGAR ↗
  • Feb 21, 2014 · D · $1 sold of $1 · 4 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $23.4M from 11 investors (100% of the $23.4M target) as of the latest filing. Adam is listed as director on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pharmaceuticals / 506(b) (800 filings); 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.

NM
Pooled Investment Fund · group: New Mountain

New Mountain Affiliated Investors V, L.P.

New York, NY · May 24, 2017
  • May 24, 2017 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the GP of the Issuer.) EDGAR ↗

No sales reported yet as of the latest filing. Adam is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); 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.

NM
Pooled Investment Fund · group: New Mountain

New Mountain Vantage LO (Cayman) Ltd.

New York, NY · May 13, 2014 → Nov 14, 2016 · 4 filings
  • Nov 14, 2016 · D/A · $200,000,000 sold of Indefinite · 1 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Nov 12, 2015 · D/A · $200,000,000 sold of Indefinite · 1 investors · min. $1,000,000 · role: Director EDGAR ↗
  • May 14, 2015 · D/A · $200,000,000 sold of Indefinite · 1 investors · min. $1,000,000 · role: Director EDGAR ↗
  • May 13, 2014 · D · $0 sold of Indefinite · 0 investors · min. $1,000,000 · role: Director EDGAR ↗

Raised $200M from 1 investor as of the latest filing. Adam is listed as director on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); 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.

IG
Retailing · group: Iri

IRI Group Holdings, Inc.

Chicago, IL · Apr 14, 2011 → Jul 8, 2016 · 8 filings
  • Jul 8, 2016 · D/A · $96,041,655 sold of Indefinite · 255 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jul 13, 2015 · D/A · $89,465,605 sold of Indefinite · 241 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jul 10, 2014 · D/A · $78,800,355 sold of Indefinite · 236 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • May 30, 2013 · D/A · $63,533,100 sold of Indefinite · 148 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • May 24, 2012 · D/A · $36,727,500 sold of Indefinite · 72 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • May 24, 2011 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Apr 28, 2011 · D · $85,000,000 sold of $85,000,000 · 8 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Apr 14, 2011 · D · $85,000,000 sold of $85,000,000 · 8 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $100.3M from 259 investors as of the latest filing. Adam is listed as executive officer on 8 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Retailing / 506(b) (959 filings); 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.

LW
REITS and Finance · group: Frv Phase

Lebanon West Farms, Inc.

New York, NY · Jul 13, 2015
  • Jul 13, 2015 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Adam is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); 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.

CC
REITS and Finance · group: Frv Phase

Courtlandt Crescent, Inc.

New York, NY · Jan 8, 2013
  • Jan 8, 2013 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Adam is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

CC
REITS and Finance · group: Frv Phase

Courtlandt Corners II, Inc.

New York, NY · May 25, 2012
  • May 25, 2012 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer, Director EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Adam is listed as executive officer, director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

NM
Investing · group: New Mountain

New Mountain Finance Corp

New York, NY · May 10, 2011
  • May 10, 2011 · D · $0 sold of $29,864,998 · 0 investors · min. $1,000 · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Adam is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

CC
REITS and Finance · group: Frv Phase

COURTLANDT CORNERS I, INC

New York, NY · Jan 27, 2011
  • Jan 27, 2011 · D · $375,000 sold of $375,000 · 124 investors · min. $1,000 · role: Executive Officer, Director, Promoter (Mr. Weinstein is the president of each of the Issuers.) EDGAR ↗

Raised $375K from 124 investors (100% of the $375K target) as of the latest filing. Adam is listed as executive officer, director, promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

Other pages with the same name (1)

Separate person records under the same name, not combined with this page. Each line says whether it shares an issuer with this record.

  • Adam Weinstein — CA, 1 issuer, Sep 6, 2017 → Nov 2, 2017 · no shared issuer

People around Adam 40

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET. Showing the 40 with the most shared filings.

NM
Management entity

New Mountain Guardian V GP, L.P.

Promoter · 6 shared filings (3 issuers)

Listed on the same filings as Adam Weinstein. Their page shows their other deals.

NG
Management entity

NM GV GP L.L.C.

Promoter · 6 shared filings (3 issuers)

Listed on the same filings as Adam Weinstein. Their page shows their other deals.

RI
Management entity

Relay Investment GP, L.L.C.

Promoter · 5 shared filings (1 issuer)

Listed on the same filings as Adam Weinstein. Their page shows their other deals.

DP
Management entity

Dorado Parent GP, L.L.C.

Promoter · 4 shared filings (1 issuer)

Listed on the same filings as Adam Weinstein. Their page shows their other deals.

OI
Management entity

Olympic Investment GP, L.L.C.

Promoter · 4 shared filings (1 issuer)

Listed on the same filings as Adam Weinstein. Their page shows their other deals.

AT
Management entity

Astronaut Topco GP, L.L.C.

Promoter · 4 shared filings (1 issuer)

Listed on the same filings as Adam Weinstein. Their page shows their other deals.

CT
Management entity

Chevron Topco GP, L.L.C.

Promoter · 3 shared filings (1 issuer)

Listed on the same filings as Adam Weinstein. Their page shows their other deals.

OT
Management entity

Otis Topco GP, L.L.C.

Promoter · 3 shared filings (1 issuer)

Listed on the same filings as Adam Weinstein. Their page shows their other deals.

AI
Management entity

Astronaut Investment GP, L.L.C.

Promoter · 3 shared filings (1 issuer)

Listed on the same filings as Adam Weinstein. Their page shows their other deals.

NH
Management entity

NM Holdings GP, L.L.C.

Promoter · 3 shared filings (1 issuer)

Listed on the same filings as Adam Weinstein. Their page shows their other deals.

CI
Management entity

Co-Invest GP, L.L.C.

Promoter · 3 shared filings (3 issuers)

Listed on the same filings as Adam Weinstein. Their page shows their other deals.

CH
Management entity

Citrus Holdings GP, L.L.C.

Promoter · 2 shared filings (1 issuer)

Listed on the same filings as Adam Weinstein. Their page shows their other deals.

TP
Management entity

Turbo Parent Partnership GP LLC

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Adam Weinstein. Their page shows their other deals.

NM
Management entity

New Mountain Investments IV, L.L.C.

Promoter · 1 shared filing (1 issuer) · also on 1 other issuer

Listed on the same filings as Adam Weinstein. Their page shows their other deals.

NB
Management entity

NM Beeline Co-Invest GP, L.L.C.

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Adam Weinstein. Their page shows their other deals.

CP
Management entity

Covaris Parent, LLC

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Adam Weinstein. Their page shows their other deals.

NT
Management entity

NM Turbo Aggregator, L.P.

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Adam Weinstein. Their page shows their other deals.

VC
Management entity

VII Co-Invest GP, L.L.C.

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Adam Weinstein. Their page shows their other deals.

BT
Management entity

Bellwether Topco GP, L.L.C.

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Adam Weinstein. Their page shows their other deals.

The team behind the deals

NM
Sponsor group

New Mountain

86 issuers · 222 filings · $47.75B reported sold · 2009–2026

One team, 86 deal companies. Adam Weinstein is listed on 68 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Adam Weinstein.

FP
Sponsor group

Frv Phase

12 issuers · 12 filings · $2M reported sold · 2011–2026

One team, 12 deal companies. Adam Weinstein is listed on 9 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Adam Weinstein.

A
Sponsor group

Alvarez

46 issuers · 76 filings · $30.84B reported sold · 2012–2026

One team, 46 deal companies. Adam Weinstein is listed on 2 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Adam Weinstein.

I
Sponsor group

Iri

3 issuers · 14 filings · $100.3M reported sold · 2011–2025

One team, 3 deal companies. Adam Weinstein is listed on 1 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Adam Weinstein.

NM
Sponsor group

New Mountain Net Lease

2 issuers · 3 filings · $188K reported sold · 2016–2018

One team, 2 deal companies. Adam Weinstein is listed on 1 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Adam Weinstein.

Same business address

31 other issuers file from the same address

A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.

Registrations and other filings

Business registration (state registry / Secretary of State)

Individuals are not matched to business registrations — registries list companies, and a name alone is not enough to tie a person to one. Officers and managers appear by name inside each matched company's record on the issuer pages. Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file).

Adviser registration (Form ADV)

A person is never an adviser firm. 1 of the 85 issuers this person is listed on matches a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): New Mountain Private Credit Fund.

Other offering types (Regulation A and Regulation Crowdfunding)

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 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to Adam Weinstein by design. Searched property records in Hillsborough County FL (Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026 + FL DOR 2026 ownership roll), Miami-Dade County FL (FL DOR 2026 ownership roll), Harris County TX (HCAD 2026 ownership roll), Dallas County TX (DCAD 2026 ownership roll), New York City ACRIS documents and PLUTO ownership rows already retrieved for other issuers, Cook County IL sale and ownership rows already retrieved for other issuers (814,874 records as of Oct 23, 2026, 8:59 PM ET) for the 85 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Adam Weinstein is listed on, as found in their SEC filings (Form C, Reg A, Form ADV, EDGAR profile) or on the sponsor's own site; none belongs to the person unless the sponsor's site says so. Checked Oct 24, 2026.

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (New York, NY). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Found on the sponsor's own site

carter.net ↗ found on Dorado Parent, L.P. (carter.net — same registered sponsor family; known from issuer CIK 1960718 (the domain named after the issuer, confirmed on the homepage))

Social and web

LinkedIn people search ↗Instagram ↗X (Twitter) ↗Facebook ↗YouTube ↗Google ↗Google Images ↗Google News ↗Meta Ad Library ↗

Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗Wisconsin state courts — find the court ↗New York WebCivil Supreme ↗New Jersey state courts — find the court ↗Cook County Clerk of Court case search ↗Massachusetts MassCourts ↗

Securities regulators

SEC EDGAR full-text search ↗SEC action look-up ↗FINRA BrokerCheck ↗SEC IAPD adviser search ↗

Business registries

Wisconsin Secretary of State business search ↗New York Secretary of State business search ↗New Jersey Secretary of State business search ↗Illinois Secretary of State business search ↗Massachusetts Secretary of State business search ↗OpenCorporates ↗

Change history

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