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Managing Director and Portfolio Manager · New Mountain Finance Advisers, L.L.C.

Peter E. Kaplan

CRD 2829607 · Named on Form ADV at one SEC-registered adviser

At a glance

New Mountain Finance Advisers, L.L.C., an SEC-registered asset manager based in New York, NY with $11.2 billion in regulatory assets, lists Peter E. Kaplan on its Form ADV as Managing Director and Portfolio Manager, a control person.

Firms and roles

AtlasMembers

Peter’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

  • Adam B. WeinsteinManaging Director, President and Firm Chief Operating Officer, New Mountain Finance Advisers, L.L.C.
  • John R. KlineManaging Director and Chief Executive Officer, New Mountain Finance Advisers, L.L.C.
  • Steven B. KlinskyFounder, New Mountain Finance Advisers, L.L.C.
  • Joseph W. HartswellManaging Director and Chief Compliance Officer, New Mountain Finance Advisers, L.L.C.
  • Laura H. BoswergerManaging Director and Credit Chief Operating Officer, Chief Financial Officer, New Mountain Finance Advisers, L.L.C.

1 more person named with Peter on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Peter’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.