9AT: NEW MOUNTAIN CAPITAL, LLC

other names

NEW MOUNTAIN CAPITAL, LLC
NEW MOUNTAIN CAPITAL I, L.L.C.
NEW MOUNTAIN INVESTMENTS, L.P.
NEW MOUNTAIN INVESTMENTS III, L.L.C.
NEW MOUNTAIN INVESTMENTS II, L.L.C
NEW MOUNTAIN CAPITAL, L.L.C.

Adviser Profile

As of Date	03/30/2026
ADV Location	NEW YORK, NY, United States
Adviser Type - Large advisory firm
Number of Employees	235 21%
of those in investment advisory functions	154 22%
Registration	SEC, Approved, 03/08/2012

AUM^*	46,410,268,101 70%
of that, discretionary	46,410,268,101 70%
Private Fund GAV^*	31,236,905,082 16%
Avg Account Size	3,315,019,150 9%
SMA’s	No
Private Funds	22 12
Contact Info	212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Fund Type	Count	GAV
Fund TypePrivate Equity Fund	Count22	GAV$31,236,905,082

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser STEPSTONE GROUP REAL ASSETS LP	Hedge Fund10.5b	Liquidity Fund-	Private Equity Fund19.0b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV29.5b	AUM33.1b	#Funds70
Adviser BREGAL INVESTMENTS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund27.5b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV27.5b	AUM27.5b	#Funds71
Adviser BC PARTNERS ADVISORS L.P.	Hedge Fund-	Liquidity Fund-	Private Equity Fund4.3b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV4.3b	AUM6.7b	#Funds35
Adviser PSG EQUITY L.L.C.	Hedge Fund-	Liquidity Fund-	Private Equity Fund30.2b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV30.2b	AUM30.2b	#Funds81
Adviser COPENHAGEN INFRASTRUCTURE PARTNERS INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.4b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.4b	AUM39.4b	#Funds3
Adviser TRUSTAGE INVESTMENT MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund3.0b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV3.0b	AUM39.5b	#Funds6
Adviser TEMPLETON ASSET MANAGEMENT LTD.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM24.0b	#Funds-
Adviser COLLER INVESTMENT MANAGEMENT LTD	Hedge Fund-	Liquidity Fund-	Private Equity Fund29.1b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV29.1b	AUM29.0b	#Funds28
Adviser SUMMIT PARTNERS, L.P.	Hedge Fund-	Liquidity Fund-	Private Equity Fund42.0b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV42.0b	AUM42.0b	#Funds98
Adviser MACQUARIE INFRASTRUCTURE PARTNERS	Hedge Fund3.8b	Liquidity Fund-	Private Equity Fund28.8b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV32.6b	AUM38.7b	#Funds69

Stock Ticker	Stock Name	$ Position	% Position	$ Change	# Change
Stck Ticker05352A100	Stock NameAVANTOR INC	$ Position$160,440,000	% Position100.00%	$ Change-8.00%	# Change0.00%

Brochure Summary

Overview

New Mountain Capital, L.L.C. (“NMC”), a Delaware limited liability company, provides investment advisory services on a discretionary basis to several private equity funds that are exempt from registration under the Investment Company Act of 1940, as amended (the “1940 Act”) and whose securities are not registered under the Securities Act of 1933, as amended (the “Securities Act”) (each a “Fund” or “Client,” and collectively, the “Funds” or “Clients”). Affiliates of NMC serve as the general partners of the Funds (each a “PE GP” and collectively, the “PE GPs”). The sole member of NMC is New Mountain Capital Group, L.P. (together with its affiliates, “New Mountain” or the “Firm”), whose ultimate owners include Steven B. Klinsky, a minority investor, all of New Mountain’s Managing Directors (currently, forty-three individuals) and related and other vehicles. Separately, the PE GPs are controlled by Steven B. Klinsky and are ultimately owned by Steven B. Klinsky, other current and former New Mountain professionals and related vehicles and a minority investor. Despite Mr. Klinsky’s controlling and ownership positions, all of New Mountain’s team members broadly share in the economics

of the Firm through the receipt of “carry” or “phantom carry” in every New Mountain transaction. Mr. Klinsky founded the Firm in 1999. In providing advisory services to the Funds, NMC manages the portfolio of companies and other investments belonging to the Funds, including the purchase and disposition thereof, in accordance with each Fund’s investment objective and policies as stated in the Fund’s offering documents and the investment and other restrictions set forth in the Fund’s governing documents (“Governing Documents”). Investment management services are provided directly to Clients and not individually to investors in Clients. Each Fund’s portfolios include predominately direct private equity and equity-related investments, including investments in publicly traded companies, leveraged acquisitions, build-ups, recapitalizations, control restructurings, management buyouts, pre-public offering opportunities and growth equity transactions. In addition, certain Funds focus on minority and other non-control investments. As of December 31, 2023, NMC managed $27,293,331,127 of client regulatory assets under management on a discretionary basis.

NEW MOUNTAIN CAPITAL, LLC

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