New Mountain Group
New Mountain Group is a private fund (insurance) organized in Delaware, United States and advised by Summit Trail Advisors, LLC. Its adviser reported $30,000,000 in gross assets for the fund on Form ADV, filed Oct 11, 2024. It reported 1 beneficial owner. The minimum investment it accepts is $500,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors.
- Gross assets
- $30,000,000As reported on Form ADV
- Beneficial owners
- 1
- Minimum investment
- $500,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 owners
- Fund type
- Private fundINSURANCE
- Domicile
- Delaware, United States
- Custodian
- Charles Schwab & Co., Inc.
- Adviser
- Summit Trail Advisors, LLC · New York, NY · CRD 220519
- Reported on
- Oct 11, 2024Adviser's Form ADV
From SEC filings, not verified. This information is republished from the adviser's Form ADV (Schedule D, Section 7.B.(1)) in the SEC's public Form ADV data, which currently runs through filings made by Dec 26, 2024. Figures are as of the adviser's filing and may have changed since. It is not an offer, solicitation or recommendation, AltMountain has not reviewed the fund, and gross assets are not performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about New Mountain Group
What is the minimum investment for New Mountain Group?
According to its adviser's Form ADV filed Oct 11, 2024, the minimum investment New Mountain Group accepts is $500,000.
Who can invest in New Mountain Group?
New Mountain Group is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1).
How large is New Mountain Group?
Its adviser reported $30,000,000 in gross assets on Form ADV filed Oct 11, 2024. Gross assets include borrowed money and are not the same as net assets or performance.
Who manages New Mountain Group?
New Mountain Group is advised by Summit Trail Advisors, LLC, based in New York, NY.