NEW MOUNTAIN CREDIT CLO ADVISERS, L.L.C.

RIASEC RegisteredEst. 2020
Total AUM
$3.4B
Discretionary
$3.4B
100% of AUM
Avg account
$424M
Accounts
8
Employees
235
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
307111
Registered since
February 12, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

New Mountain Credit Clo Advisers, L.L.C. is an SEC-registered limited liability company formed to manage securitized credit vehicles. The firm is structured to serve institutional clients and acts as portfolio manager for pooled investment vehicles, with sponsor/GP and commodity pool operator/CTA-style affiliations listed among its industry activities. It charges both a percentage-of-AUM fee and performance-based fees, does not position itself as an active ESG investor, and registered with the SEC in 2020. Ownership is recorded as a mix of a domestic entity and an individual.

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 4
  • JOHN KLINE

    President, CEOCRD 3271278

  • STEVEN KLINSKY

    Founder and Chief Executive OfficerCRD 1053236

  • LAURA HOLSON

    Managing Director, Chief Operating OfficerCRD 4965346

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Contacts

1 of 1
  • ROBERT HAMWEE

    Vice Chairman, DirectorCRD 2289541

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