Star Mountain Fund Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 31, 2026, reports $4.2B in regulatory assets under management, 121 employees, 10 offices, and 34 accounts.
Assets Under Management
$4.2B
Employees
121
Offices
10 offices
Total Clients
34
Primary office
NEW YORK, NY
140 EAST 45TH STREET, SUITE 30-A, NEW YORK, NY, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 85.3% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
85.3%
29
2
Corporations
11.8%
4
3
BDCs
2.9%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.2Bas of March 31, 2026
Discretionary87.6%
$3.7B
88% of total RAUM87.6%
Non-discretionary12.4%
$517M
12% of total RAUM12.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$4.2B
Total Accounts34
10Y AUM Change+$3.8B (+1051.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees121
Clients per Employee0:1
10Y Employee Change+101 (+505.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.