# New Mountain Credit CLO Advisers, L.L.C.

> New Mountain Credit CLO Advisers, L.L.C. is an SEC-registered investment advisory firm in New York, NY, registered since 2020, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 1, 2026.

- CRD: 307111
- Filed as: NEW MOUNTAIN CREDIT CLO ADVISERS, L.L.C.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: June 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/307111
- AdvisorCensus page: https://advisorcensus.com/firm/new-mountain-credit-clo-advisers-l-l-c-new-york-ny-307111

## Quick answers

**How is New Mountain Credit CLO Advisers, L.L.C. compensated?**
On its Form ADV (Item 5.E, October 2026), New Mountain Credit CLO Advisers, L.L.C. reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is New Mountain Credit CLO Advisers, L.L.C. located?**
New Mountain Credit CLO Advisers, L.L.C.'s principal office is in New York, NY, according to its Form ADV; the July 2026 filing also lists 8 other offices (Schedule D, Section 1.F).

**Is New Mountain Credit CLO Advisers, L.L.C. registered with the SEC or a state?**
New Mountain Credit CLO Advisers, L.L.C. is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 307111.

**How much does New Mountain Credit CLO Advisers, L.L.C. manage?**
New Mountain Credit CLO Advisers, L.L.C. reports $3,395,580,950 in regulatory assets under management in its Form ADV filing dated June 1, 2026 (100% discretionary).

**How have New Mountain Credit CLO Advisers, L.L.C.'s assets and staff changed since 2021?**
In the Form ADV data for New Mountain Credit CLO Advisers, L.L.C.: Regulatory assets under management: $475,544,692 in the October 2021 data and $3,395,580,950 in the October 2026 data, up 614%. Total employees: 129 in October 2021 and 235 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does New Mountain Credit CLO Advisers, L.L.C. serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (8).

**Does New Mountain Credit CLO Advisers, L.L.C. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/307111

**Does New Mountain Credit CLO Advisers, L.L.C. state an account minimum?**
Its Form ADV Part 2A brochure dated March 30, 2026 says: "In most cases, CLO Securities must be purchased in minimum denominations of $250,000, but these minimums can be waived in certain circumstances."

**What changed in New Mountain Credit CLO Advisers, L.L.C.'s recent Form ADV filings?**
In the July 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> In most cases, CLO Securities must be purchased in minimum denominations of $250,000, but these minimums can be waived in certain circumstances.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $3,395,580,950
- Discretionary: $3,395,580,950
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 8 | $3,395,580,950 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 235 total, 21 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Abu Dhabi
- Charleston, SC
- Colonia Roma Norte
- Gurugram
- London
- Santa Monica, CA
- Seoul
- Tokyo

### Websites listed on Form ADV (Item 1.I)
- [newcred.com](https://newcred.com)
- [newlease.com](https://newlease.com)
- [newmountaincapital.com](https://newmountaincapital.com)
- [newmountainfinance.com](https://newmountainfinance.com)
- [wikipedia.org](https://wikipedia.org)
- LinkedIn linkedin.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $475,544,692 | 129 | July 1, 2021 |
| October 2022 | $1,401,639,306 | 152 | March 30, 2022 |
| October 2023 | $1,572,619,745 | 168 | March 30, 2023 |
| October 2024 | $1,855,497,084 | 195 | March 27, 2024 |
| October 2025 | $2,545,084,486 | 210 | March 27, 2025 |
| October 2026 | $3,395,580,950 | 235 | June 1, 2026 |

Regulatory assets under management: $475,544,692 in the October 2021 data and $3,395,580,950 in the October 2026 data, up 614%.
Total employees: 129 in October 2021 and 235 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 19 to 21.
- Regulatory assets under management went from $2,545,084,486 to $3,395,580,950 (+33%).
- Changed its office addresses in London.
- Changed its office addresses in Tokyo.
- Added an office in Abu Dhabi.
- Added an office in Colonia Roma Norte.
- Added an office in Seoul.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. New Mountain Credit CLO Advisers, L.L.C. (CRD 307111): Form ADV filing data as of October 2026.