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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 5:03 AM ET

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Steven B. Klinsky

Named as an officer, director or promoter on SEC Form D filings · NY, VA, WI, IL · Apr 7, 2009 → Oct 15, 2026

52deals (issuers)
$65.8Breported sold
3,542investors
109Form D filings
2009–2026years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:18 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Steven B. Klinsky is listed as an executive officer, director, and promoter on 109 SEC Form D filings by 52 issuers between Apr 2009 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 47 more (all listed below).

What this means That is a lot of deals — 52 separate companies raised money with this person listed as executive officer, director, and promoter, over about 17 years. Across those companies the filings report $65.8B sold in total.

Listed alongside Adam Weinstein (74 shared filings), Peter Masucci (14 shared filings), Mathew J. Lori (11 shared filings), New Mountain Vantage GP, L.L.C. (11 shared filings, management entity), Lawrence Jackson (10 shared filings) and 136 others.

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

The issuers belong to 3 sponsor groups: New Mountain (86 issuers, $47.75B reported sold, 2009–2026), 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 (AZ, CA, DE, TX, WA) — 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 109 public filings for Steven B. Klinsky and found 4 differences, 1 worth asking the sponsor about: 27 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 Steven B. Klinsky has not run yet — it is joining a line of 5,417 names; searches run around the clock at the hosts' allowed rate. Searched so far: 27 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

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, 2:18 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: AZ, CA, DE, TX, WA (crawled Oct 23, 2026)

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 Steven B. Klinsky..

State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states are not covered.

3. Bankruptcies

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

Klinsky v. RBS Citizens, NA s/b/m Charter One Bank, NA closed
United States Bankruptcy Court, W.D. Pennsylvania · No. 11-02110 · Filed Feb 22, 2011 · Closed Jun 6, 2011
Role of Klinsky: Plaintiff · Outcome: Case closed 2011-06-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 3 federal dockets); surname only in the caption; court in PA (not a filing state)
Steven Michael Klinsky, Sr. closed
United States Bankruptcy Court, N.D. Illinois · No. 09-30638 · Filed Aug 20, 2009 · Closed Dec 4, 2009
Role of Steven Michael Klinsky, Sr.: Debtor · Outcome: Case closed 2009-12-04 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 3 federal dockets); different first name (michael); court in the person's filing state (IL)
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, 2:18 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

4 differences found between the filings for Steven B. Klinsky — 1 worth asking about (compared the newest 50 of 109 filings on Oct 24, 2026; older filings not covered)

Worth asking · Apr 17, 2020 – Sep 25, 2026

27 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 22 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 · Mar 11, 2019 – Jul 29, 2026

5 offerings changed their target amount between filings

Offering amount changed between filings — New Mountain Strategic Equity Fund II, L.P. · Offering amount changed between filings — New Mountain Partners VII Luxembourg, SCSp · Offering amount changed between filings — New Mountain Partners VII, L.P. · Offering amount changed between filings — New Mountain Partners VI, L.P. · Offering amount changed between filings — New Mountain Net Lease Partners, L.P.

What this means Targets change as deals grow or shrink. Ask whether later money has the same terms.

Form D/A (earlier) · May 8, 2025 ↗Form D/A (later) · Jul 29, 2026 ↗New Mountain Strategic Equity Fund II, L.P. — PartnerFacts page ↗Form D/A (earlier) · Apr 4, 2024 ↗
Sources
Note · Mar 7, 2019 – Jun 13, 2025

5 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 — New Mountain Finance SBIC III, L.P. (latest filing Jun 13, 2025) · No amendment in the last 12 months on an offering that may still be open — New Mountain Net Lease Partners II, L.P. (latest filing Apr 5, 2023) · No amendment in the last 12 months on an offering that may still be open — New Mountain Net Lease Delaware Feeder II, L.P. (latest filing Apr 5, 2023) · No amendment in the last 12 months on an offering that may still be open — New Mountain Partners VI Luxembourg, SCSp (latest filing Sep 30, 2020) · No amendment in the last 12 months on an offering that may still be open — New Mountain Strategic Equity Fund I, L.P. (latest filing Apr 3, 2020)

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 · Jun 13, 2025 ↗New Mountain Finance SBIC III, L.P. — PartnerFacts page ↗Form D/A · Apr 5, 2023 ↗New Mountain Net Lease Partners II, L.P. — PartnerFacts page ↗
Sources
Note · Nov 20, 2017 – Feb 20, 2019

Steven B. Klinsky is written 2 different ways on the filings

listed as "Steven Klinsky" on 22 filings (from Nov 20, 2017), and "Steven B. Klinsky" on 33 filings (from Feb 20, 2019).

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 · Nov 20, 2017 ↗Form D · Feb 20, 2019 ↗Steven B. Klinsky — PartnerFacts page ↗
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 109 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

20 of 58 offerings report sales commissions totalling $298,047,237; 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 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 ↗
May 15, 2026 D
New Mountain Atlas I, L.P.
File 021-584167
$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 ↗
Jun 13, 2025 D
New Mountain Finance SBIC III, L.P.
File 021-548892
$0 (est.)$0 (est.)$0 (est.)
The management company will receive management fees in an amount based off of the amount of securities sold.
None listed on this 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 ↗
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 ↗
May 30, 2024 D
Turbo Parent Partnership LP
File 021-514713
$0$0$0None listed on this filingEDGAR ↗
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 ↗
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 ↗
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 ↗
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 ↗
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 ↗
Apr 17, 2020 D
New Mountain Affiliated Investors VI, L.P.
File 021-365335
$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 ↗
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 ↗
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 14, 2018 D/A
NEW MOUNTAIN VANTAGE, L.P.
File 021-85026
$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 ↗
Nov 14, 2018 D/A
NEW MOUNTAIN VANTAGE LO, L.P.
File 021-217295
$0$0$0None listed on this filingEDGAR ↗
Sep 18, 2018 D
NM Beeline Co-Invest, L.P.
File 021-321662
$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 ↗
Nov 9, 2017 D
Gelest Intermediate Holdings, Inc.
File 021-298425
$0$0$0None listed on this filingEDGAR ↗
Aug 7, 2017 D/A
IRI Group Holdings, Inc.
File 021-160261
$0$0$0None listed on this filingEDGAR ↗
May 24, 2017 D
New Mountain Affiliated Investors V, L.P.
File 021-287406
$0$0$0None listed on this filingEDGAR ↗
Nov 14, 2016 D/A
New Mountain Vantage LO (Cayman) Ltd.
File 021-217296
$0$0$0None listed on this filingEDGAR ↗
Jul 9, 2014 D/A
New Mountain Partners IV, L.P.
File 021-193888
$28,000,000 (est.)$0$0Credit Suisse Securities (USA) LLC BrokerCheck CRD 816 ↗
via Credit Suisse Securities (USA) LLC (CRD 816 ↗)

Goldman, Sachs & Co. BrokerCheck CRD 361 ↗
via Goldman, Sachs & Co. (CRD 361 ↗)
EDGAR ↗
Sep 10, 2013 D/A
SNL Financial LC
File 021-164960
$0$0$0None listed on this filingEDGAR ↗
Jul 3, 2012 D
NM Alpha Acquisition LLC
File 021-180681
$0$0$0None listed on this filingEDGAR ↗
Mar 30, 2012 D/A
INMAR HOLDINGS INC
File 021-156554
$0$0$0None listed on this filingEDGAR ↗
Dec 29, 2011 D
SNL Financial LC
File 021-170938
$0$0$0None listed on this filingEDGAR ↗
Aug 25, 2011 D
SNL Financial LC
File 021-164958
$0$0$0None listed on this filingEDGAR ↗
May 12, 2011 D
INMAR HOLDINGS INC
File 021-159696
$0$0$0None listed on this filingEDGAR ↗
May 10, 2011 D
New Mountain Finance Corp
File 021-159552
$0$0$0None listed on this filingEDGAR ↗
Mar 11, 2011 D
INMAR HOLDINGS INC
File 021-156553
$0$0$0None listed on this filingEDGAR ↗
May 6, 2010 D
INMAR HOLDINGS INC
File 021-141637
$0$0$0None listed on this filingEDGAR ↗
Apr 28, 2010 D
RedPrairie Holding, Inc.
File 021-141206
$0$0$0None listed on this filingEDGAR ↗
Apr 7, 2010 D
RedPrairie Holding, Inc.
File 021-140076
$0$0$0None listed on this filingEDGAR ↗
Dec 28, 2009 D
DELTEK, INC
File 021-76990
$0$0$0None listed on this filingEDGAR ↗
Jun 25, 2009 D
OGH Acquisition Corp
File 021-108029
$0$0$0None listed on this filingEDGAR ↗
Apr 7, 2009 D
New Mountain Guardian Partners (Cayman), L.P.
File 021-129955
$0$0$0None listed on this filingEDGAR ↗
Apr 7, 2009 D
New Mountain Guardian Partners, L.P.
File 021-129970
$750,000 (est.)$0$0Credit Suisse Securities (USA) LLC BrokerCheck CRD 816 ↗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 52

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

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 (Managing Member of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Steven 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 Member of the UGP) EDGAR ↗
  • Sep 26, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Member of the UGP) EDGAR ↗

Raised $861.5M from 1 investor as of the latest filing. Steven 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 Member of the UGP) EDGAR ↗
  • Sep 26, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Member of the UGP) EDGAR ↗

Raised $861.5M from 18 investors as of the latest filing. Steven 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 Member of the UGP) EDGAR ↗
  • Sep 26, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Member of the UGP) EDGAR ↗

Raised $861.5M from 4 investors as of the latest filing. Steven 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 (Managing Member of the GP.) EDGAR ↗

No sales reported yet as of the latest filing. Steven 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 (Managing Member of the GP) EDGAR ↗
  • May 8, 2025 · D/A · $532,150,000 sold of Indefinite · 19 investors · min. No minimum reported · role: Executive Officer (Managing Member of the GP) EDGAR ↗
  • May 31, 2024 · D/A · $453,650,000 sold of Indefinite · 16 investors · min. No minimum reported · role: Executive Officer (Managing Member of the GP) EDGAR ↗
  • Jun 1, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Member of the GP) EDGAR ↗

Raised $1.32B from 146 investors (100% of the $1.32B target) as of the latest filing. Steven 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 (Managing Member of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Steven 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 (Managing Member of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Steven 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 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 (Managing Member of the UGP.) EDGAR ↗

No sales reported yet as of the latest filing. Steven 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 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 Member of the UGP) EDGAR ↗

No sales reported yet as of the latest filing. Steven 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 Member of the UGP) EDGAR ↗

No sales reported yet as of the latest filing. Steven 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 (Managing Member of the GP) EDGAR ↗

No sales reported yet as of the latest filing. Steven 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 (Managing Member of the General Partner of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Steven 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 (Managing Member of the General Partner of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Steven 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 (Managing Member of the General Partner of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Steven 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 Finance SBIC III, L.P.

New York, NY · Jun 13, 2025
  • Jun 13, 2025 · D · $87,500,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Manager of the General Partner) EDGAR ↗

Raised $87.5M from 2 investors as of the latest filing. Steven 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 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 (Managing Member of the GP) EDGAR ↗

No sales reported yet as of the latest filing. Steven 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 (Managing Member of the GP) EDGAR ↗

No sales reported yet as of the latest filing. Steven 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: 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 (Sole Member of the Sole Shareholder 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 (Sole Member of the Sole Shareholder of the GP of the Issuer) EDGAR ↗
  • Apr 4, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Sole Member of the Sole Shareholder of the GP of the Issuer) EDGAR ↗

Raised $15.43B from 716 investors (100% of the $15.43B target) as of the latest filing. Steven 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 (Managing Member of the GP) EDGAR ↗
  • Apr 4, 2024 · D/A · $12,372,322,786 sold of Indefinite · 549 investors · min. No minimum reported · role: Executive Officer (Managing Member of the GP) EDGAR ↗
  • Apr 4, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Member of the GP) EDGAR ↗

Raised $15.43B from 716 investors (100% of the $15.43B target) as of the latest filing. Steven 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.

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. Steven 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.

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 (Managing Member of the GP) EDGAR ↗

No sales reported yet as of the latest filing. Steven 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 (Managing Member of the GP) EDGAR ↗

No sales reported yet as of the latest filing. Steven 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 Member of the GP) EDGAR ↗
  • Apr 5, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Member of the GP) EDGAR ↗

Raised $816.3M from 79 investors as of the latest filing. Steven 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 Member of the GP) EDGAR ↗
  • Apr 5, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Member of the GP) EDGAR ↗

Raised $816.3M from 79 investors as of the latest filing. Steven 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.

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 (Managing Member of the GP) EDGAR ↗

No sales reported yet as of the latest filing. Steven 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 (Managing Member of the GP) EDGAR ↗

No sales reported yet as of the latest filing. Steven 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 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 (Managing Member of the GP) EDGAR ↗
  • Sep 30, 2020 · D/A · $7,753,142,269 sold of Indefinite · 231 investors · min. No minimum reported · role: Executive Officer (Managing Member of the GP) EDGAR ↗
  • Jul 6, 2020 · D/A · $6,047,499,982 sold of Indefinite · 176 investors · min. No minimum reported · role: Executive Officer (Managing Member of the GP) EDGAR ↗
  • Apr 17, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Member of the GP) EDGAR ↗

Raised $9.59B from 423 investors (100% of the $9.59B target) as of the latest filing. Steven 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.

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 (Sole Member 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 (Sole Member of the Sole Shareholder of the Managing General Partner of the Issuer) EDGAR ↗

Raised $7.75B from 231 investors as of the latest filing. Steven 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 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 (Managing Member of the GP) EDGAR ↗

No sales reported yet as of the latest filing. Steven 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. Steven 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 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 Member 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 Member of the GP.) EDGAR ↗
  • Nov 20, 2017 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (The Managing Member of the GP.) EDGAR ↗

Raised $533.3M from 161 investors (100% of the $533.3M target) as of the latest filing. Steven 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
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. Steven 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 (CAYMAN), LTD.

New York, NY · May 21, 2010 → Nov 14, 2018 · 5 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 ↗
  • May 21, 2010 · D · $463,750,000 sold of Indefinite · 13 investors · min. $250,000 · role: Director EDGAR ↗

Raised $463.8M from 13 investors as of the latest filing. Steven is listed as 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: 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, L.P.

New York, NY · May 21, 2010 → Nov 14, 2018 · 5 filings
  • Nov 14, 2018 · D/A · $562,230,968 sold of Indefinite · 31 investors · min. $1,000,000 · role: Executive Officer (Managing Member of the General Partner of the Issuer) EDGAR ↗
  • Nov 14, 2017 · D/A · $562,230,968 sold of Indefinite · 31 investors · min. $1,000,000 · role: Executive Officer (Managing Member of the General Partner of the Issuer) EDGAR ↗
  • Nov 14, 2016 · D/A · $562,230,968 sold of Indefinite · 31 investors · min. $1,000,000 · role: Executive Officer (Managing Member of the General Partner of the Issuer) EDGAR ↗
  • Nov 12, 2015 · D/A · $562,230,968 sold of Indefinite · 31 investors · min. $1,000,000 · role: Executive Officer (Managing Member of the General Partner of the Issuer) EDGAR ↗
  • May 21, 2010 · D/A · $447,105,967 sold of Indefinite · 26 investors · min. $250,000 · role: Executive Officer (Managing Member of the Issuer) EDGAR ↗

Raised $562.2M from 31 investors as of the latest filing. Steven 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: 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, L.P.

New York, NY · May 13, 2014 → Nov 14, 2018 · 6 filings
  • Nov 14, 2018 · D/A · $192,100,000 sold of Indefinite · 7 investors · min. $1,000,000 · role: Executive Officer (Managing Member of the General Partner of the Issuer) EDGAR ↗
  • Nov 14, 2017 · D/A · $192,100,000 sold of Indefinite · 7 investors · min. $1,000,000 · role: Executive Officer (Managing Member of the General Partner of the Issuer) EDGAR ↗
  • Nov 14, 2016 · D/A · $192,100,000 sold of Indefinite · 7 investors · min. $1,000,000 · role: Executive Officer (Managing Member of the General Partner of the Issuer) EDGAR ↗
  • Nov 12, 2015 · D/A · $192,100,000 sold of Indefinite · 7 investors · min. $1,000,000 · role: Executive Officer (Managing Member of the General Partner of the Issuer) EDGAR ↗
  • May 14, 2015 · D/A · $190,900,000 sold of Indefinite · 7 investors · min. $1,000,000 · role: Executive Officer (Managing Member of the General Partner of the Issuer.) EDGAR ↗
  • May 13, 2014 · D · $0 sold of Indefinite · 0 investors · min. $1,000,000 · role: Executive Officer (Managing Member of the General Partner of the Issuer.) EDGAR ↗

Raised $192.1M from 7 investors as of the latest filing. Steven 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.

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

Raised $5.85B from 251 investors (100% of the $5.85B target) as of the latest filing. Steven 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.

GI
Manufacturing · group: New Mountain

Gelest Intermediate Holdings, Inc.

New York, NY · Nov 9, 2017
  • 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. Steven 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: 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.

IG
Retailing · group: Iri

IRI Group Holdings, Inc.

Chicago, IL · May 24, 2012 → Aug 7, 2017 · 6 filings
  • Aug 7, 2017 · D/A · $100,323,500 sold of Indefinite · 259 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jul 8, 2016 · D/A · $96,041,655 sold of Indefinite · 255 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jul 13, 2015 · D/A · $89,465,605 sold of Indefinite · 241 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jul 10, 2014 · D/A · $78,800,355 sold of Indefinite · 236 investors · min. No minimum reported · role: Director EDGAR ↗
  • May 30, 2013 · D/A · $63,533,100 sold of Indefinite · 148 investors · min. No minimum reported · role: Director EDGAR ↗
  • May 24, 2012 · D/A · $36,727,500 sold of Indefinite · 72 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $100.3M from 259 investors as of the latest filing. Steven is listed as director 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: 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.

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: Director (Director of the GP of the Issuer.) EDGAR ↗

No sales reported yet as of the latest filing. Steven 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: 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. Steven 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.

NM
Pooled Investment Fund · group: New Mountain

New Mountain Partners IV, L.P.

New York, NY · Mar 26, 2013 → Jul 9, 2014 · 3 filings
  • Jul 9, 2014 · D/A · $3,053,775,400 sold of $4,000,000,000 · 115 investors · min. No minimum reported · role: Executive Officer (Managing Member of the General Partner) EDGAR ↗
  • Mar 26, 2014 · D/A · $1,610,300,000 sold of $3,000,000,000 · 79 investors · min. No minimum reported · role: Executive Officer (Managing Member of the General Partner) EDGAR ↗
  • Mar 26, 2013 · D · $0 sold of $3,000,000,000 · 0 investors · min. No minimum reported · role: Executive Officer (Managing Member of the General Partner) EDGAR ↗

Raised $3.05B from 115 investors (76% of the $4B target) as of the latest filing. Steven 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.

SF
Business Services

SNL Financial LC

Charlottesville, VA · Aug 25, 2011 → Sep 10, 2013 · 5 filings
  • Sep 10, 2013 · D/A · $3,531,035 sold of Indefinite · 18 investors · min. No minimum reported · role: Director EDGAR ↗
  • Sep 10, 2012 · D/A · $2,435,813 sold of Indefinite · 15 investors · min. No minimum reported · role: Director EDGAR ↗
  • Dec 29, 2011 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗
  • Aug 25, 2011 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗
  • Aug 25, 2011 · D · $0 sold of Indefinite · 18 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $450M from 57 investors as of the latest filing. Steven is listed as 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.

NA
Pooled Investment Fund · group: New Mountain

NM Alpha Acquisition LLC

New York, NY · Jul 3, 2012
  • Jul 3, 2012 · D · $35,000,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (President) EDGAR ↗

Raised $35M from 2 investors as of the latest filing. Steven 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.

IH
Business Services · group: New Mountain

INMAR HOLDINGS INC

New York, NY · May 6, 2010 → Mar 30, 2012 · 5 filings
  • Mar 30, 2012 · D/A · $11,626,815 sold of Indefinite · 17 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • May 12, 2011 · D · $6,799,975 sold of $6,799,975 · 95 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Mar 11, 2011 · D · $5,250,000 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Mar 11, 2011 · D · $21,600 sold of $21,600 · 1 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • May 6, 2010 · D · $15,500,000 sold of $15,500,000 · 1 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $15.5M from 95 investors as of the latest filing. Steven 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.

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: Director EDGAR ↗

No sales reported yet as of the latest filing. Steven 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.

RH
Other Technology

RedPrairie Holding, Inc.

Scottsdale, AZ · Mar 31, 2010 → Apr 28, 2010 · 3 filings
  • Apr 28, 2010 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗
  • Apr 7, 2010 · D · $1,600,000 sold of $1,600,000 · 4 investors · min. No minimum reported · role: Director EDGAR ↗
  • Mar 31, 2010 · D · $1,339,520 sold of $1,339,520 · 8 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $86.6M from 57 investors as of the latest filing. Steven is listed as 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.

D
Other Technology

DELTEK, INC

Herndon, VA · Dec 28, 2009
  • Dec 28, 2009 · D · $2,000,019 sold of $2,000,019 · 19 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $2M from 19 investors (100% of the $2M target) as of the latest filing. Steven 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.

OA
Other · group: New Mountain

OGH Acquisition Corp

New York, NY · Jun 25, 2009
  • Jun 25, 2009 · D · $50,000,000 sold of $50,000,000 · 13 investors · min. $1,000 · role: Director, Executive Officer EDGAR ↗

Raised $50M from 13 investors (100% of the $50M target) as of the latest filing. Steven is listed as director, 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.

NM
Pooled Investment Fund · group: New Mountain

New Mountain Guardian Partners, L.P.

New York, NY · Apr 7, 2009
  • Apr 7, 2009 · D · $18,435,572 sold of Indefinite · 1 investors · min. $1,000,000 · role: Executive Officer, Promoter (Managing Member of New Mountain Guardian GP, L.L.C., the General Partner of the Issuer.) EDGAR ↗

Raised $18.4M from 1 investor as of the latest filing. Steven is listed as executive officer, 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.

NM
Pooled Investment Fund · group: New Mountain

New Mountain Guardian Partners (Cayman), L.P.

New York, NY · Apr 7, 2009
  • Apr 7, 2009 · D · $20,000,000 sold of Indefinite · 5 investors · min. $1,000,000 · role: Executive Officer, Promoter (Managing Member of New Mountain Guardian GP, L.L.C., the General Partner of the Issuer.) EDGAR ↗

Raised $20M from 5 investors as of the latest filing. Steven is listed as executive officer, 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.

People around Steven 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 Vantage GP, L.L.C.

Promoter, Executive Officer · 11 shared filings (2 issuers)

Listed on the same filings as Steven B. Klinsky. Their page shows their other deals.

NM
Management entity

New Mountain Net Lease GP, L.L.C.

Promoter · 7 shared filings (2 issuers)

Listed on the same filings as Steven B. Klinsky. Their page shows their other deals.

NM
Management entity

New Mountain Guardian V GP, L.P.

Promoter · 6 shared filings (3 issuers)

Listed on the same filings as Steven B. Klinsky. 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 Steven B. Klinsky. 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 Steven B. Klinsky. 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 Steven B. Klinsky. 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 Steven B. Klinsky. Their page shows their other deals.

NM
Management entity

New Mountain Partners III, L.P.

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Steven B. Klinsky. 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 Steven B. Klinsky. 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 Steven B. Klinsky. 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 Steven B. Klinsky. Their page shows their other deals.

NM
Management entity

New Mountain Finance Corporation

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Steven B. Klinsky. Their page shows their other deals.

NM
Management entity

New Mountain Atlas GP I, L.L.C.

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Steven B. Klinsky. Their page shows their other deals.

NC
Management entity

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

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Steven B. Klinsky. Their page shows their other deals.

AW
No photo found yet (own website and image search run after this page is viewed)
Person

Adam Weinstein

Executive Officer, Director · 74 shared filings (40 issuers) · also on 45 other issuers

Adam Weinstein is on 85 issuers in total — a repeat sponsor. Their page lists every one.

PM
No photo found yet (own website and image search run after this page is viewed)
Person

Peter Masucci

Director · 14 shared filings (4 issuers) · also on 6 other issuers

Peter Masucci is on 10 issuers in total — a repeat sponsor. Their page lists every one.

ML
No photo found yet (own website and image search run after this page is viewed)
Person

Mathew J. Lori

Director, Executive Officer · 11 shared filings (2 issuers) · also on 1 other issuer

Listed on the same filings as Steven B. Klinsky. Their page shows their other deals.

LJ
No photo found yet (own website and image search run after this page is viewed)
Person

Lawrence Jackson

Director · 10 shared filings (3 issuers) · also on 2 other issuers

Lawrence Jackson is on 5 issuers in total — a repeat sponsor. Their page lists every one.

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. Steven B. Klinsky is listed on 45 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 Steven B. Klinsky.

A
Sponsor group

Alvarez

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

One team, 46 deal companies. Steven B. Klinsky 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 Steven B. Klinsky.

I
Sponsor group

Iri

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

One team, 3 deal companies. Steven B. Klinsky 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 Steven B. Klinsky.

Same business address

32 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

Adviser registration (Form ADV)

None of the 52 issuers this person is listed on appears in Form ADV (searched 24,962 advisers as of Oct 2, 2026). A person is never an adviser firm; Form ADV is checked for the issuers and the management companies they are listed with.

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 Steven B. Klinsky 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 52 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Steven B. Klinsky is listed on: none on file. No website or social profile named in NEW MOUNTAIN VANTAGE (CAYMAN), LTD.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #245,694 of 374,652 in line (14 issuers searched so far). One-tap searches: Look further ↓

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.

Social and web

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Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗New York WebCivil Supreme ↗Virginia state courts — find the court ↗Wisconsin state courts — find the court ↗Cook County Clerk of Court case search ↗Arizona Judicial Branch public access ↗

Securities regulators

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

Business registries

New York Secretary of State business search ↗Virginia Secretary of State business search ↗Wisconsin Secretary of State business search ↗Illinois Secretary of State business search ↗Arizona Secretary of State business search ↗OpenCorporates ↗

Change history

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