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NEW MOUNTAIN FINANCE ADVISERS, L.L.C.

NEW YORK, NY · CRD 155493 · IAPD ↗ · newmountainfinance.com · 212-720-0300

$11.23BRegulatory AUM
45Advisory reps
235Employees
0Clients
n/aPlanning clients
7Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — NEW MOUNTAIN FINANCE ADVISERS, L.L.C. added office(s): 5 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2026 — NEW MOUNTAIN FINANCE ADVISERS, L.L.C. grew from 40 to 45 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
April 2025 — NEW MOUNTAIN FINANCE ADVISERS, L.L.C. added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
April 2025 — NEW MOUNTAIN FINANCE ADVISERS, L.L.C. grew from 28 to 40 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
September 2024 — NEW MOUNTAIN FINANCE ADVISERS BDC, L.L.C. is now doing business as NEW MOUNTAIN FINANCE ADVISERS, L.L.C..
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
40
April 2024 — NEW MOUNTAIN FINANCE ADVISERS BDC, L.L.C. added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.