Build with Star Mountain

And aim to protect your wealth by owning the growth engine of America®.

About the Firm

Shaping the Future of Lower Middle-Market Private Investing

Star Mountain Capital is a 100% employee-owned investment manager providing institutional access to the large, underserved U.S. lower middle-market across three complementary strategies: private credit, private equity and secondaries. ³

~$5B
Assets Under Management ¹
~150
Team Members ²
100%
Employee-Owned ³
2010
Founded

¹ Assets under management is as of 9/30/26.

² Team count is as of 9/30/26. It is inclusive of a 27-person team in India for database management, research and administrative tasks.

³ Employee ownership includes employee estate planning vehicles.

Why the Lower Middle-Market

The Growth Engine of America®

Most of the country’s established businesses sit below the reach of large-cap capital. They are service-oriented, locally driven and privately held, and historically their growth has followed a different path than the public markets.

~44%
of U.S. GDP ⁴
~61%
of Net New U.S. Jobs, 1995–2024 ⁴
~200,000
Established U.S. Businesses ⁵

⁴ U.S. Small Business Administration, February 2026. Small businesses defined as an independent business having fewer than 500 employees.

⁵ NAICS. As of December 2024.

Growth Through the Cycle · 2012–2025
Generally faster growth since Star Mountain’s founding, with less volatility.
0%2012201620202025Rate of revenue growth
Lower / Middle-Market Companies
S&P 500 Companies
Source: National Center for the Middle Market, “Year-End 2025 Report.” Axis values omitted. Based on industry data, not firm performance. Past performance is not indicative of future results.
Privately Held, Locally Driven
These companies are privately owned and serve local and regional demand, so valuations reflect company performance rather than daily public-market sentiment.
Established and Essential
We focus on established, service-oriented businesses with long operating histories, investing primarily through first lien senior secured structures with conservative leverage.
A Different Return Driver
Revenue growth in this segment has historically followed a different path than the S&P 500, as shown: an exposure many portfolios do not otherwise hold.
The Equation
Experienced Team × Institutional Platform = Seeking to Deliver LMM Access at Scale
The governing principle behind every investment, every hire and every system Star Mountain builds.
Our Foundation

Our STAR Values

S

Shareholder Mindset

Significant alignment with 100% of team as shareholders, thinking and acting alongside investors and partners. ³

T

Trust

Relentless focus on building and maintaining trust as partners and fiduciaries.

A

Accountability

Earnest ownership-style accountability in a proactive, thoughtful and responsive manner.

R

Respect

Unwavering respect for all stakeholders including investors, teammates, Star Mountain's community and portfolio companies.

Views and opinions are subject to change. Third-party information may not be independently verified and is not guaranteed as to accuracy or completeness. The content is provided for informational/discussion purposes only and does not constitute investment advice or an offer or solicitation with respect to any fund or security.

Certain analyses and materials prepared by Star Mountain Capital are developed with the assistance of GPEX, Star Mountain’s proprietary artificial intelligence platform. AI-generated outputs are subject to review by qualified Star Mountain personnel and do not replace human judgment or oversight. Such outputs may contain errors or omissions and should not be relied upon as a substitute for independent verification.