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NEW MOUNTAIN CAPITAL, LLC

NEW YORK, NY · CRD 161394 · IAPD ↗ · wikipedia.org · 212-720-0300

$46.41BRegulatory AUM
154Advisory reps
235Employees
0Clients
n/aPlanning clients
14Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — NEW MOUNTAIN CAPITAL, LLC added office(s): 5 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2026 — NEW MOUNTAIN CAPITAL, LLC grew from 137 to 154 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
April 2025 — NEW MOUNTAIN CAPITAL, LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
56
April 2025 — NEW MOUNTAIN CAPITAL, LLC reported RAUM up 57% ($27.29B -> $42.95B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
66
April 2025 — NEW MOUNTAIN CAPITAL, LLC grew from 126 to 137 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
April 2024 — NEW MOUNTAIN CAPITAL, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2024 — NEW MOUNTAIN CAPITAL, LLC grew from 101 to 126 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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