NEW MOUNTAIN VANTAGE ADVISERS, L.L.C.

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NEW Mountain Vantage Advisers is based out of New York. NEW Mountain Vantage Advisers is a hedge fund with 8 clients and discretionary assets under management (AUM) of $769,101,515 (Form ADV from 2020-03-27). Their last reported 13F filing for Q1 2020 included $1,853,599,000 in managed 13F securities and a top 10 holdings concentration of 90.82%. NEW Mountain Vantage Advisers's largest holding is Avantor Inc with shares held of 110,477,989. NEW Mountain Vantage Advisers has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 57 13F filings, 2 13D filings, and 3 13G filings

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03/31/2020

13F Activity

  • Market Value $1.854 Billion
  • Prior Market Value $2.62 Billion
  • New Purchases7 stocks
  • Additional Purchases10 stocks
  • Sold out of5 stocks
  • Reduced holdings in10 stocks
  • Top 10 Holdings % 90.82 %
  • Turnover % [1]:42.86%
  • Turnover Alt % [2]: 7.37 %
  • Time Held Top20:3.65 quarters
  • Time Held Top10:3.30 quarters
  • Time Held All:6.14 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

03/31/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 33.44%
Performance Last 4 Quarters: -17.8%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Managers

Subsidiaries/Managers included in latest 13F
Name
New Mountain Capital, L.L.C.

View Last Form Adv Compilation Report on Record

NEW MOUNTAIN VANTAGE ADVISERS, L.L.C.
Classified as Hedge Fund
787 SEVENTH AVENUE 49TH FLOOR
NEW YORK NY    10019
Country: United States

Business Phone: 212-720-0300
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 121
Other Business Activities: commodity pool operator or commodity trading advisor
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 695,679,000
Total Number of Clients: 8
Amount of client funds and securities by related persons: 695,679,000
Total Number of clients from related persons: 6
Disclosures:
Data above was derived from SEC filings.

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NEW MOUNTAIN VANTAGE ADVISERS, L.L.C.

ownership team - last updated 2020-03-27
Name Title Start Date Direct/Indirect % Ownership

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
NEW MOUNTAIN VANTAGE (CALIFORNIA) II, L.P. United States 805-1532903226 Hedge Fund 281,343,763 1,000,000
NEW MOUNTAIN VANTAGE LO, L.P. United States 805-7480344024 Hedge Fund 15,866,497 1,000,000
NEW MOUNTAIN VANTAGE CO-INVEST, L.P. Cayman Islands 805-9072770405 Hedge Fund 32,424,727 0 Master Fund
NEW MOUNTAIN VANTAGE, L.P. United States 805-2456445714 Hedge Fund 223,692,025 1,000,000
NEW MOUNTAIN VANTAGE CO-INVEST II, L.P. Cayman Islands 805-4842128642 Hedge Fund 0 0 Master Fund
NEW MOUNTAIN VANTAGE FOCUS, L.P. United States 805-7102682911 Hedge Fund 32,280,086 1,000,000

NEW MOUNTAIN VANTAGE ADVISERS, L.L.C.

ownership team - last updated 2019-03-28
Name Title Start Date Direct/Indirect % Ownership
NEW MOUNTAIN CAPITAL GROUP, L.P. LIMITED PARTNER 07/01/2005 Direct 75% or more
Fund Name Position direct/indirect start date end date
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. MANAGING MEMBER direct 1999-07-01
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. MANAGING MEMBER direct 2005-07-01
NEW MOUNTAIN FINANCE ADVISERS BDC, L.L.C. MANAGING MEMBER direct 2010-10-01
NEW MOUNTAIN CAPITAL, L.L.C. MANAGING MEMBER direct 1999-07-01
NEW MOUNTAIN CAPITAL, L.L.C. MANAGING MEMBER direct 2004-03-01
KLINSKY, STEVEN, BRUCE FOUNDER AND CHIEF EXECUTIVE OFFICER 07/01/2005 Direct 75% or more
Fund Name Position direct/indirect start date end date
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. CHIEF EXECUTIVE OFFICER direct 1999-07-01
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. MANAGING MEMBER indirect 1999-07-01
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. FOUNDER AND CHIEF EXECUTIVE OFFICER direct 1999-07-01
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. FOUNDER AND CHIEF EXECUTIVE OFFICER direct 2005-07-01
NEW MOUNTAIN FINANCE ADVISERS BDC, L.L.C. MANAGING MEMBER indirect 1999-07-01
NEW MOUNTAIN FINANCE ADVISERS BDC, L.L.C. FOUNDER direct 2010-10-01
NEW MOUNTAIN CAPITAL, L.L.C. FOUNDER, CHIEF EXECUTIVE OFFICER direct 1999-07-01
NEW MOUNTAIN CAPITAL, L.L.C. MANAGING MEMBER indirect 1999-07-01
NEW MOUNTAIN CAPITAL, L.L.C. FOUNDER, CHIEF EXECUTIVE OFFICER direct 1999-12-01
NEW MOUNTAIN CAPITAL, L.L.C. MANAGING MEMBER indirect 2004-03-01
NEW MOUNTAIN FINANCE CORPORATION CHAIRMAN OF THE BOARD direct 2010-10-01
RILEY, DANIEL MANAGING DIRECTOR & PORTFOLIO MANAGER 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. CO-PORTFOLIO MANAGER direct 2010-07-01
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. MANAGING DIRECTOR & CO-PORTFOLIO MANAGER direct 2010-07-01
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. MANAGING DIRECTOR & PORTFOLIO MANAGER direct 2015-01-01
WEINSTEIN, ADAM MANAGING DIRECTOR & CHIEF FINANCIAL OFFICER 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. MANAGING DIRECTOR & CO-CHIEF FINANCIAL OFFICER direct 2013-01-01
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. MANAGING DIRECTOR & CHIEF FINANCIAL OFFICER direct 2015-01-01
NEW MOUNTAIN GUARDIAN ADVISORS BDC, LLC CHIEF FINANCIAL OFFICER direct 2010-10-01
NEW MOUNTAIN FINANCE ADVISERS BDC, L.L.C. MANAGING DIRECTOR, CHIEF ADMINISTRATIVE OFFICER & EXECUTIVE VICE PRESIDENT direct 2013-01-01
NEW MOUNTAIN CAPITAL, L.L.C. MANAGING DIRECTOR, CO-CHIEF FINANCIAL OFFICER direct 2013-01-01
NEW MOUNTAIN CAPITAL, L.L.C. MANAGING DIRECTOR, CHIEF FINANCIAL OFFICER direct 2015-01-01
NEW MOUNTAIN FINANCE CORPORATION EXECUTIVE VICE PRESIDENT AND CHIEF ADMINISTRATIVE OFFICER direct 2013-01-01
HARTSWELL, JOSEPH, WESLEY MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER 08/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER direct 2015-08-01
MOUNT KELLETT CAPITAL MANAGEMENT LP CHIEF COMPLIANCE OFFICER (MOUNT KELLETT CAPITAL MANAGEMENT LP) direct 2013-03-01
NEW MOUNTAIN CAPITAL, L.L.C. MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER direct 2015-08-01
KLINSKY, STEVEN, BRUCE MANAGING MEMBER NM HOLDINGS GP, L.L.C. 10/01/2018 Indirect 75% or more
Fund Name Position direct/indirect start date end date
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. CHIEF EXECUTIVE OFFICER direct 1999-07-01
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. MANAGING MEMBER indirect 1999-07-01
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. FOUNDER AND CHIEF EXECUTIVE OFFICER direct 1999-07-01
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. FOUNDER AND CHIEF EXECUTIVE OFFICER direct 2005-07-01
NEW MOUNTAIN FINANCE ADVISERS BDC, L.L.C. MANAGING MEMBER indirect 1999-07-01
NEW MOUNTAIN FINANCE ADVISERS BDC, L.L.C. FOUNDER direct 2010-10-01
NEW MOUNTAIN CAPITAL, L.L.C. FOUNDER, CHIEF EXECUTIVE OFFICER direct 1999-07-01
NEW MOUNTAIN CAPITAL, L.L.C. MANAGING MEMBER indirect 1999-07-01
NEW MOUNTAIN CAPITAL, L.L.C. FOUNDER, CHIEF EXECUTIVE OFFICER direct 1999-12-01
NEW MOUNTAIN CAPITAL, L.L.C. MANAGING MEMBER indirect 2004-03-01
NEW MOUNTAIN FINANCE CORPORATION CHAIRMAN OF THE BOARD direct 2010-10-01
NM HOLDINGS GP, L.L.C. GENERAL PARTNER NEW MOUNTAIN CAPITAL GROUP, L.P. 10/01/2018 Indirect Other
Fund Name Position direct/indirect start date end date
NEW MOUNTAIN CAPITAL, L.L.C. GENERAL PARTNER indirect 2018-10-01
NEW MOUNTAIN FINANCE ADVISERS BDC, L.L.C. GENERAL PARTNER indirect 2018-10-01
NEW MOUNTAIN CAPITAL, L.L.C. GENERAL PARTNER indirect 2018-10-01
NEW MOUNTAIN FINANCE ADVISERS BDC, L.L.C. GENERAL PARTNER indirect 2018-10-01
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. GENERAL PARTNER indirect 2018-10-01
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. GENERAL PARTNER indirect 2018-10-01
NM PARTNERS MANAGER HOLDINGS, L.P. LIMITED PARTNER NEW MOUNTAIN CAPITAL GROUP, L.P. 10/01/2018 Indirect 75% or more
Fund Name Position direct/indirect start date end date
NEW MOUNTAIN CAPITAL, L.L.C. LIMITED PARTNER indirect 2018-10-01
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. LIMITED PARTNER indirect 2018-10-01
NEW MOUNTAIN FINANCE ADVISERS BDC, L.L.C. LIMITED PARTNER indirect 2018-10-01
KLINSKY, STEVEN, BRUCE LIMITED PARTNER NM PARTNERS MANAGER HOLDINGS, L.P. 10/01/2018 Indirect 75% or more
Fund Name Position direct/indirect start date end date
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. CHIEF EXECUTIVE OFFICER direct 1999-07-01
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. MANAGING MEMBER indirect 1999-07-01
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. FOUNDER AND CHIEF EXECUTIVE OFFICER direct 1999-07-01
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. FOUNDER AND CHIEF EXECUTIVE OFFICER direct 2005-07-01
NEW MOUNTAIN FINANCE ADVISERS BDC, L.L.C. MANAGING MEMBER indirect 1999-07-01
NEW MOUNTAIN FINANCE ADVISERS BDC, L.L.C. FOUNDER direct 2010-10-01
NEW MOUNTAIN CAPITAL, L.L.C. FOUNDER, CHIEF EXECUTIVE OFFICER direct 1999-07-01
NEW MOUNTAIN CAPITAL, L.L.C. MANAGING MEMBER indirect 1999-07-01
NEW MOUNTAIN CAPITAL, L.L.C. FOUNDER, CHIEF EXECUTIVE OFFICER direct 1999-12-01
NEW MOUNTAIN CAPITAL, L.L.C. MANAGING MEMBER indirect 2004-03-01
NEW MOUNTAIN FINANCE CORPORATION CHAIRMAN OF THE BOARD direct 2010-10-01
NM HOLDINGS GP, L.L.C. GENERAL PARTNER NM PARTNERS MANAGER HOLDINGS, L.P. 10/01/2018 Indirect Other
Fund Name Position direct/indirect start date end date
NEW MOUNTAIN CAPITAL, L.L.C. GENERAL PARTNER indirect 2018-10-01
NEW MOUNTAIN FINANCE ADVISERS BDC, L.L.C. GENERAL PARTNER indirect 2018-10-01
NEW MOUNTAIN CAPITAL, L.L.C. GENERAL PARTNER indirect 2018-10-01
NEW MOUNTAIN FINANCE ADVISERS BDC, L.L.C. GENERAL PARTNER indirect 2018-10-01
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. GENERAL PARTNER indirect 2018-10-01
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. GENERAL PARTNER indirect 2018-10-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
NEW MOUNTAIN VANTAGE (CALIFORNIA) II, L.P. United States 805-1532903226 Hedge Fund 592,161,057 1,000,000
NEW MOUNTAIN VANTAGE LO, L.P. United States 805-7480344024 Hedge Fund 11,650,183 1,000,000
NEW MOUNTAIN VANTAGE HOLDCO LTD. Cayman Islands 805-9845652432 Hedge Fund 10,675,253 1,000,000 Master Fund
NEW MOUNTAIN VANTAGE, L.P. United States 805-2456445714 Hedge Fund 341,513,295 1,000,000

NEW MOUNTAIN VANTAGE ADVISERS, L.L.C.

ownership team - last updated 2018-11-02
Name Title Start Date Direct/Indirect % Ownership
NEW MOUNTAIN CAPITAL GROUP, L.P. LIMITED PARTNER 07/01/2005 Direct 75% or more
Fund Name Position direct/indirect start date end date
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. MANAGING MEMBER direct 1999-07-01
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. MANAGING MEMBER direct 2005-07-01
NEW MOUNTAIN FINANCE ADVISERS BDC, L.L.C. MANAGING MEMBER direct 2010-10-01
NEW MOUNTAIN CAPITAL, L.L.C. MANAGING MEMBER direct 1999-07-01
NEW MOUNTAIN CAPITAL, L.L.C. MANAGING MEMBER direct 2004-03-01
KLINSKY, STEVEN, BRUCE FOUNDER AND CHIEF EXECUTIVE OFFICER 07/01/2005 Direct 75% or more
Fund Name Position direct/indirect start date end date
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. CHIEF EXECUTIVE OFFICER direct 1999-07-01
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. MANAGING MEMBER indirect 1999-07-01
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. FOUNDER AND CHIEF EXECUTIVE OFFICER direct 1999-07-01
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. FOUNDER AND CHIEF EXECUTIVE OFFICER direct 2005-07-01
NEW MOUNTAIN FINANCE ADVISERS BDC, L.L.C. MANAGING MEMBER indirect 1999-07-01
NEW MOUNTAIN FINANCE ADVISERS BDC, L.L.C. FOUNDER direct 2010-10-01
NEW MOUNTAIN CAPITAL, L.L.C. FOUNDER, CHIEF EXECUTIVE OFFICER direct 1999-07-01
NEW MOUNTAIN CAPITAL, L.L.C. MANAGING MEMBER indirect 1999-07-01
NEW MOUNTAIN CAPITAL, L.L.C. FOUNDER, CHIEF EXECUTIVE OFFICER direct 1999-12-01
NEW MOUNTAIN CAPITAL, L.L.C. MANAGING MEMBER indirect 2004-03-01
NEW MOUNTAIN FINANCE CORPORATION CHAIRMAN OF THE BOARD direct 2010-10-01
RILEY, DANIEL MANAGING DIRECTOR & PORTFOLIO MANAGER 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. CO-PORTFOLIO MANAGER direct 2010-07-01
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. MANAGING DIRECTOR & CO-PORTFOLIO MANAGER direct 2010-07-01
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. MANAGING DIRECTOR & PORTFOLIO MANAGER direct 2015-01-01
WEINSTEIN, ADAM MANAGING DIRECTOR & CHIEF FINANCIAL OFFICER 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. MANAGING DIRECTOR & CO-CHIEF FINANCIAL OFFICER direct 2013-01-01
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. MANAGING DIRECTOR & CHIEF FINANCIAL OFFICER direct 2015-01-01
NEW MOUNTAIN GUARDIAN ADVISORS BDC, LLC CHIEF FINANCIAL OFFICER direct 2010-10-01
NEW MOUNTAIN FINANCE ADVISERS BDC, L.L.C. MANAGING DIRECTOR, CHIEF ADMINISTRATIVE OFFICER & EXECUTIVE VICE PRESIDENT direct 2013-01-01
NEW MOUNTAIN CAPITAL, L.L.C. MANAGING DIRECTOR, CO-CHIEF FINANCIAL OFFICER direct 2013-01-01
NEW MOUNTAIN CAPITAL, L.L.C. MANAGING DIRECTOR, CHIEF FINANCIAL OFFICER direct 2015-01-01
NEW MOUNTAIN FINANCE CORPORATION EXECUTIVE VICE PRESIDENT AND CHIEF ADMINISTRATIVE OFFICER direct 2013-01-01
HARTSWELL, JOSEPH, WESLEY MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER 08/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER direct 2015-08-01
MOUNT KELLETT CAPITAL MANAGEMENT LP CHIEF COMPLIANCE OFFICER (MOUNT KELLETT CAPITAL MANAGEMENT LP) direct 2013-03-01
NEW MOUNTAIN CAPITAL, L.L.C. MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER direct 2015-08-01
KLINSKY, STEVEN, BRUCE MANAGING MEMBER NM HOLDINGS GP, L.L.C. 10/01/2018 Indirect 75% or more
Fund Name Position direct/indirect start date end date
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. CHIEF EXECUTIVE OFFICER direct 1999-07-01
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. MANAGING MEMBER indirect 1999-07-01
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. FOUNDER AND CHIEF EXECUTIVE OFFICER direct 1999-07-01
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. FOUNDER AND CHIEF EXECUTIVE OFFICER direct 2005-07-01
NEW MOUNTAIN FINANCE ADVISERS BDC, L.L.C. MANAGING MEMBER indirect 1999-07-01
NEW MOUNTAIN FINANCE ADVISERS BDC, L.L.C. FOUNDER direct 2010-10-01
NEW MOUNTAIN CAPITAL, L.L.C. FOUNDER, CHIEF EXECUTIVE OFFICER direct 1999-07-01
NEW MOUNTAIN CAPITAL, L.L.C. MANAGING MEMBER indirect 1999-07-01
NEW MOUNTAIN CAPITAL, L.L.C. FOUNDER, CHIEF EXECUTIVE OFFICER direct 1999-12-01
NEW MOUNTAIN CAPITAL, L.L.C. MANAGING MEMBER indirect 2004-03-01
NEW MOUNTAIN FINANCE CORPORATION CHAIRMAN OF THE BOARD direct 2010-10-01
NM HOLDINGS GP, L.L.C. GENERAL PARTNER NEW MOUNTAIN CAPITAL GROUP, L.P. 10/01/2018 Indirect Other
Fund Name Position direct/indirect start date end date
NEW MOUNTAIN CAPITAL, L.L.C. GENERAL PARTNER indirect 2018-10-01
NEW MOUNTAIN FINANCE ADVISERS BDC, L.L.C. GENERAL PARTNER indirect 2018-10-01
NEW MOUNTAIN CAPITAL, L.L.C. GENERAL PARTNER indirect 2018-10-01
NEW MOUNTAIN FINANCE ADVISERS BDC, L.L.C. GENERAL PARTNER indirect 2018-10-01
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. GENERAL PARTNER indirect 2018-10-01
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. GENERAL PARTNER indirect 2018-10-01
NM PARTNERS MANAGER HOLDINGS, L.P. LIMITED PARTNER NEW MOUNTAIN CAPITAL GROUP, L.P. 10/01/2018 Indirect 75% or more
Fund Name Position direct/indirect start date end date
NEW MOUNTAIN CAPITAL, L.L.C. LIMITED PARTNER indirect 2018-10-01
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. LIMITED PARTNER indirect 2018-10-01
NEW MOUNTAIN FINANCE ADVISERS BDC, L.L.C. LIMITED PARTNER indirect 2018-10-01
KLINSKY, STEVEN, BRUCE LIMITED PARTNER NM PARTNERS MANAGER HOLDINGS, L.P. 10/01/2018 Indirect 75% or more
Fund Name Position direct/indirect start date end date
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. CHIEF EXECUTIVE OFFICER direct 1999-07-01
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. MANAGING MEMBER indirect 1999-07-01
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. FOUNDER AND CHIEF EXECUTIVE OFFICER direct 1999-07-01
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. FOUNDER AND CHIEF EXECUTIVE OFFICER direct 2005-07-01
NEW MOUNTAIN FINANCE ADVISERS BDC, L.L.C. MANAGING MEMBER indirect 1999-07-01
NEW MOUNTAIN FINANCE ADVISERS BDC, L.L.C. FOUNDER direct 2010-10-01
NEW MOUNTAIN CAPITAL, L.L.C. FOUNDER, CHIEF EXECUTIVE OFFICER direct 1999-07-01
NEW MOUNTAIN CAPITAL, L.L.C. MANAGING MEMBER indirect 1999-07-01
NEW MOUNTAIN CAPITAL, L.L.C. FOUNDER, CHIEF EXECUTIVE OFFICER direct 1999-12-01
NEW MOUNTAIN CAPITAL, L.L.C. MANAGING MEMBER indirect 2004-03-01
NEW MOUNTAIN FINANCE CORPORATION CHAIRMAN OF THE BOARD direct 2010-10-01
NM HOLDINGS GP, L.L.C. GENERAL PARTNER NM PARTNERS MANAGER HOLDINGS, L.P. 10/01/2018 Indirect Other
Fund Name Position direct/indirect start date end date
NEW MOUNTAIN CAPITAL, L.L.C. GENERAL PARTNER indirect 2018-10-01
NEW MOUNTAIN FINANCE ADVISERS BDC, L.L.C. GENERAL PARTNER indirect 2018-10-01
NEW MOUNTAIN CAPITAL, L.L.C. GENERAL PARTNER indirect 2018-10-01
NEW MOUNTAIN FINANCE ADVISERS BDC, L.L.C. GENERAL PARTNER indirect 2018-10-01
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. GENERAL PARTNER indirect 2018-10-01
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. GENERAL PARTNER indirect 2018-10-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
NEW MOUNTAIN VANTAGE (CALIFORNIA) II, L.P. United States 805-1532903226 Hedge Fund 816,116,091 1,000,000
NEW MOUNTAIN VANTAGE LO, L.P. United States 805-7480344024 Hedge Fund 15,833,788 1,000,000
NEW MOUNTAIN VANTAGE HOLDCO LTD. Cayman Islands 805-9845652432 Hedge Fund 35,067,711 1,000,000 Master Fund
NEW MOUNTAIN VANTAGE, L.P. United States 805-2456445714 Hedge Fund 717,089,206 1,000,000

NEW MOUNTAIN VANTAGE ADVISERS, L.L.C.

ownership team - last updated 2017-03-30
Name Title Start Date Direct/Indirect % Ownership
NEW MOUNTAIN CAPITAL GROUP, LLC MANAGING MEMBER 07/01/2005 Direct 75% or more
Fund Name Position direct/indirect start date end date
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. MANAGING MEMBER direct 1999-07-01
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. MANAGING MEMBER direct 2005-07-01
NEW MOUNTAIN FINANCE ADVISERS BDC, L.L.C. MANAGING MEMBER direct 2010-10-01
NEW MOUNTAIN CAPITAL, L.L.C. MANAGING MEMBER direct 1999-07-01
NEW MOUNTAIN CAPITAL, L.L.C. MANAGING MEMBER direct 2004-03-01
KLINSKY, STEVEN, BRUCE FOUNDER AND CHIEF EXECUTIVE OFFICER 07/01/2005 Direct 75% or more
Fund Name Position direct/indirect start date end date
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. CHIEF EXECUTIVE OFFICER direct 1999-07-01
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. MANAGING MEMBER indirect 1999-07-01
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. FOUNDER AND CHIEF EXECUTIVE OFFICER direct 1999-07-01
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. FOUNDER AND CHIEF EXECUTIVE OFFICER direct 2005-07-01
NEW MOUNTAIN FINANCE ADVISERS BDC, L.L.C. MANAGING MEMBER indirect 1999-07-01
NEW MOUNTAIN FINANCE ADVISERS BDC, L.L.C. FOUNDER direct 2010-10-01
NEW MOUNTAIN CAPITAL, L.L.C. FOUNDER, CHIEF EXECUTIVE OFFICER direct 1999-07-01
NEW MOUNTAIN CAPITAL, L.L.C. MANAGING MEMBER indirect 1999-07-01
NEW MOUNTAIN CAPITAL, L.L.C. FOUNDER, CHIEF EXECUTIVE OFFICER direct 1999-12-01
NEW MOUNTAIN CAPITAL, L.L.C. MANAGING MEMBER indirect 2004-03-01
NEW MOUNTAIN FINANCE CORPORATION CHAIRMAN OF THE BOARD direct 2010-10-01
RILEY, DANIEL MANAGING DIRECTOR & PORTFOLIO MANAGER 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. CO-PORTFOLIO MANAGER direct 2010-07-01
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. MANAGING DIRECTOR & CO-PORTFOLIO MANAGER direct 2010-07-01
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. MANAGING DIRECTOR & PORTFOLIO MANAGER direct 2015-01-01
WEINSTEIN, ADAM MANAGING DIRECTOR & CHIEF FINANCIAL OFFICER 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. MANAGING DIRECTOR & CO-CHIEF FINANCIAL OFFICER direct 2013-01-01
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. MANAGING DIRECTOR & CHIEF FINANCIAL OFFICER direct 2015-01-01
NEW MOUNTAIN GUARDIAN ADVISORS BDC, LLC CHIEF FINANCIAL OFFICER direct 2010-10-01
NEW MOUNTAIN FINANCE ADVISERS BDC, L.L.C. MANAGING DIRECTOR, CHIEF ADMINISTRATIVE OFFICER & EXECUTIVE VICE PRESIDENT direct 2013-01-01
NEW MOUNTAIN CAPITAL, L.L.C. MANAGING DIRECTOR, CO-CHIEF FINANCIAL OFFICER direct 2013-01-01
NEW MOUNTAIN CAPITAL, L.L.C. MANAGING DIRECTOR, CHIEF FINANCIAL OFFICER direct 2015-01-01
NEW MOUNTAIN FINANCE CORPORATION EXECUTIVE VICE PRESIDENT AND CHIEF ADMINISTRATIVE OFFICER direct 2013-01-01
HARTSWELL, JOSEPH, WESLEY MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER 08/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER direct 2015-08-01
MOUNT KELLETT CAPITAL MANAGEMENT LP CHIEF COMPLIANCE OFFICER (MOUNT KELLETT CAPITAL MANAGEMENT LP) direct 2013-03-01
NEW MOUNTAIN CAPITAL, L.L.C. MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER direct 2015-08-01
KLINSKY, STEVEN, BRUCE MANAGING MEMBER NEW MOUNTAIN CAPITAL GROUP, LLC 07/01/1999 Indirect 75% or more
Fund Name Position direct/indirect start date end date
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. CHIEF EXECUTIVE OFFICER direct 1999-07-01
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. MANAGING MEMBER indirect 1999-07-01
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. FOUNDER AND CHIEF EXECUTIVE OFFICER direct 1999-07-01
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. FOUNDER AND CHIEF EXECUTIVE OFFICER direct 2005-07-01
NEW MOUNTAIN FINANCE ADVISERS BDC, L.L.C. MANAGING MEMBER indirect 1999-07-01
NEW MOUNTAIN FINANCE ADVISERS BDC, L.L.C. FOUNDER direct 2010-10-01
NEW MOUNTAIN CAPITAL, L.L.C. FOUNDER, CHIEF EXECUTIVE OFFICER direct 1999-07-01
NEW MOUNTAIN CAPITAL, L.L.C. MANAGING MEMBER indirect 1999-07-01
NEW MOUNTAIN CAPITAL, L.L.C. FOUNDER, CHIEF EXECUTIVE OFFICER direct 1999-12-01
NEW MOUNTAIN CAPITAL, L.L.C. MANAGING MEMBER indirect 2004-03-01
NEW MOUNTAIN FINANCE CORPORATION CHAIRMAN OF THE BOARD direct 2010-10-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
NEW MOUNTAIN VANTAGE (CALIFORNIA) II, L.P. United States 805-1532903226 Hedge Fund 1,011,678,774 1,000,000
NEW MOUNTAIN VANTAGE LO, L.P. United States 805-7480344024 Hedge Fund 13,741,431 1,000,000 Master Fund
NEW MOUNTAIN VANTAGE HOLDCO LTD. Cayman Islands 805-9845652432 Hedge Fund 100,735,466 1,000,000 Master Fund
NEW MOUNTAIN VANTAGE, L.P. United States 805-2456445714 Hedge Fund 686,295,728 1,000,000

WhaleScore history for NEW MOUNTAIN VANTAGE ADVISERS, L.L.C.

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