# New Mountain Capital: portfolio, investments and team > New Mountain Capital is a private equity based in United States. 4 investments on record, latest Jul 2019. Portfolio, stages, co-investors and team. Source: https://millionrounds.com/fund/new-mountain-capital (Millionrounds; every figure on the page links to its filing or article) United States · [Investor](https://millionrounds.com/investors) # New Mountain Capital Filed with the SEC to raise a fund in Sep 2026, closing $861M. Last cheque observed Jul 2019. Email Quiet New fund $861M, Sept 2026 Private equity Buyout Debt Medical Robotics Investment Management Follow New Mountain Capital and see its new cheques in your feed. [Start following](https://millionrounds.com/login?join=1&why=follow&next=%2Ffund%2Fnew-mountain-capital) Cheques on record **0%** of best year **0** **cheques in 12 months**, 4 on record Since the last cheque **2654** days **00** hrs **00** min **00** sec Median round **$300M** Rounds led **0 of 4** Sole investor **2 rounds** Exits **1 from the portfolio** Pitch New Mountain Capital ## New Mountain Capital highlights - 01 4 rounds on record - 02 Mostly Growth: 100% of its rounds - 03 Sole investor in 2 rounds, median $40M - 04 1 exits from the portfolio ## What they do > New Mountain’s private equity strategy seeks to acquire the highest quality leaders in carefully selected 'defensive growth' industries, and then to build those businesses. From their own website - **Type:** Private equity - **Cheque size:** Not stated - **Stages:** Buyout Debt - **Sectors:** Medical Robotics Investment Management - **Based in:** New York, United States - **Cold pitches:** Not accepted ## The record Every round we can evidence, newest first **4 appearances** - **2019** 1 round - **Jul** **[Ciox Health](https://millionrounds.com/company/ciox-health)** US · FinSMEs **$30M** With 1 other - **2016** 1 round - **Aug** **[JDA Software](https://millionrounds.com/company/jda-software)** US · Streetinsider **$570M** With 1 other - **2011** 1 round - **Apr** **[IRI](https://millionrounds.com/company/iri)** US · finsmes.com **Undisclosed** Sole investor - **2004** 1 round - **Dec** **[Apptis, Inc](https://millionrounds.com/company/apptis-inc)** Growth **$40M** Sole investor An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor. ## The team Named by the firm itself, on a filing, its Form ADV or its company registration **18 named** AB **Adam B. Weinstein** Chief Financial Officer and Head of Firm Operations of the Sole Shareholder of the Managing General Partner i Filing they signed AF **Alfred F. Hurley, Jr.** Director i Filing they signed DO **David Ogens** Director i Filing they signed GB **Georgios Bagkalas** Manager of the GP i Filing they signed IS **Ignacio Sarria** Manager of the GP i Filing they signed JB **Jens B. Hoellermann** Manager of the Managing General Partner i Filing they signed JR **John R. Kline** Director, President and Chief Executive Officer i Filing they signed JW **Joseph W. Hartswell** Chief Compliance Officer and Corporate Secretary i Filing they signed KC **Kris Corbett** Chief Financial Officer and Treasurer i Filing they signed LC **Laura C. Holson** Chief Operating Officer i Filing they signed MB **Mitchell B. Desmond** Manager of the Managing General Partner i Filing they signed RA **Robert A. Hamwee** Executive Officer i Filing they signed RG **Rome G. Arnold III** Director i Filing they signed SB **Sarria B. Ignacio** Manager of the Managing General Partner i Filing they signed SB **Simon Barnes** Manager of the GP i Filing they signed SB **Steven B. Klinsky** Sole Member of the Sole Shareholder of the Managing General Partner i Filing they signed TJ **Tariq Jalal** Manager of the GP i Filing they signed UB **Usman B. Khattak** Manager of the Managing General Partner i Filing they signed We also hold **67** people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them. ## What the register says From the firm's own filings with the SEC, which it must file accurately by law **$46B** assets it manages Oct 2026 **Registered** investment adviser full reporting to the SEC - **Legal name:** NEW Mountain Capital, L.L.C. - **SEC number:** CRD 161394 Who backs their funds ## 3 LPs on record in New Mountain Capital's funds - **Committed:** $2.1B - **Funds:** 6 - **Vintages:** 2005 to 2024 The institutions that put money into its funds, which the firm then invests in companies. Source: the pension's own report, latest Mar 2026. - [**California Public Employees' Retirement System (CalPERS)** 4 funds *$1.0B*](https://millionrounds.com/fund/california-public-employees) Fund Vintage Committed New Mountain Partners VII 2024 $250M New Mountain Partners VI 2021 $281M New Mountain CAS Continuation Fund 2021 $91M New Mountain Partners III 2007 $400M - [**Washington State Investment Board** 3 funds *$900M*](https://millionrounds.com/fund/washington-state-investment-board) Fund Vintage Committed New Mountain Partners VII 2023 $400M New Mountain Partners VI 2021 $300M New Mountain Partners V 2017 $200M - [**Oregon Public Employees Retirement Fund** 2 funds *$150M*](https://millionrounds.com/fund/oregon-public-employees) Fund Vintage Committed New Mountain Partners III 2007 $100M New Mountain Partners II 2005 $50M ## Exits from the portfolio Companies it backed that were later bought or listed **1 in all** **[Apptis, Inc](https://millionrounds.com/company/apptis-inc)** Bought by URS **Undisclosed** Apr 2011 An exit counts when it came after the firm's first round in the company. From historical deal records. ## Companies it bought Acquisitions by the firm itself **[IOD Incorporated](https://millionrounds.com/company/iod-incorporated)** **Undisclosed** Jul 2015 **ZEP, Inc.** **$692M** Apr 2015 **Diversified Foodservice Supply** **Undisclosed** Feb 2015 **HealthPort** **Undisclosed** Oct 2014 **CP Commercial Specialists** **$87M** Feb 2003 New fund on file **$861M** raised in Sept 2026 From its SEC filing, not a journalist: a firm that has just raised has money to deploy. ## The cheque Buyout Debt Median round joined **$300M** the round, not its cheque Alone, median **$40M** Led 0 of 4 rounds **0%** - **Sole investor:** 2 rounds - **Last cheque:** Jul 2019 - **Exits:** 1 from the portfolio Rounds by stage said on their site - Growth *1* - Buyout said *-* - Debt said *-* Cheques by year Led Joined 2004 2019 **Pitching New Mountain Capital?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque. Add to your CRM *→* ## Recently backed The latest companies New Mountain Capital put money into. [**Ciox Health** $30M · Jul 2019](https://millionrounds.com/company/ciox-health)[**JDA Software** $570M · Aug 2016](https://millionrounds.com/company/jda-software) ## On podcasts 1 episode naming New Mountain Capital in the title, and 1 more that mention it. - [Alt Goes Mainstream](https://millionrounds.com/podcasts/alt-goes-mainstream) 27 May 2025 · 54 min New Mountain Capital's Steve Klinsky - building a business that builds businesses With [Steve Klinsky](https://millionrounds.com/person/steve-klinsky) Mentions [New Mountain Capital](https://millionrounds.com/fund/new-mountain-capital) Apple PodcastsShow page ### Mentioned in - [Deal Talk](https://millionrounds.com/podcasts/deal-talk) 7 Jul 2026 · 44 min New Mountain’s Steve Klinsky: The distribution backlog is a timing issue, not a PE issue Apple PodcastsShow page ## Quick answers about New Mountain Capital ### What does New Mountain Capital invest in? New Mountain Capital invests most often at Growth (100% of the rounds on record), in sectors such as Medical, Robotics and Investment Management. ### How active is New Mountain Capital? 4 investments on record, 0 of them in the last 12 months. The most recent was in Jul 2019. ### What has New Mountain Capital invested in recently? Its most recent investments on record: Ciox Health (Undisclosed round, Jul 2019) and JDA Software (Undisclosed round, Aug 2016). ### How big are New Mountain Capital's cheques? The median round it joins is $300M. ### Is New Mountain Capital investing now? No investments in the last 12 months; the latest was in Jul 2019. ### What kind of investor is New Mountain Capital? New Mountain Capital is a private equity firm based in New York, United States. ### How much does New Mountain Capital manage? About $46B, as regulatory assets under management (Oct 2026). ### Has New Mountain Capital raised a new fund? Its latest fund filing with the SEC was in Sept 2026, reporting $861M raised. ## Raising now? Find the investors who back rounds like yours, and keep every conversation on one fundraising board. Find similar investorsOpen your CRM Built from the rounds we watched, its filings and its own website, refreshed every night. [How we count](https://millionrounds.com/methodology) · [Report a correction](https://millionrounds.com/corrections?slug=new-mountain-capital) · [Is this your firm? Claim it](https://millionrounds.com/claim?org=new-mountain-capital)