NEW MOUNTAIN FINANCE ADVISERS, L.L.C.

RIASEC RegisteredEst. 2010
Total AUM
$11.2B
Discretionary
$11.2B
100% of AUM
Avg account
$864M
Accounts
13
Employees
235
Advisory reps
7

Firm details

Headquarters
New York, New York
CRD number
155493
Registered since
November 17, 2010
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Business Development Companies81.54%
  • Pooled Investment Vehicles18.46%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

New Mountain Finance Advisers, L.L.C. is an SEC-registered investment manager organized as an LLC and active since 2010. The firm operates as a multifaceted fund manager with a focus on private equity and real estate strategies and serves primarily institutional clients. Its advisory mandate is centered on portfolio management for both investment companies and pooled investment vehicles; it also serves in sponsor/GP and other manager roles for pooled vehicles. The firm charges a mix of asset-based and performance-linked fees, consistent with an active manager that runs closed-end and pooled structures. It does not identify as an active ESG investor and is not registered as a multi-state adviser. New Mountain Finance Advisers is not positioned as a capital allocator or pension consultant in the provided data.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 5
  • STEVEN KLINSKY

    Founder and Chief Executive OfficerCRD 1053236

  • KELLIE STEELE

    Director, Chief Financial OfficerCRD 8065021

  • JOHN KLINE

    President, CEOCRD 3271278

Unlock 2 more executives

Contacts

2 of 2
  • ADAM WEINSTEIN

    Managing DirectorCRD 5858864

  • PETER KAPLAN

    Managing DirectorCRD 2829607

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
1633 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth