Frequently Asked Questions

How Can We Help You?

Answers to common questions about Star Mountain Capital, our strategies and how to work with us.

What is Star Mountain Capital?
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Star Mountain is an employee-owned investment manager focused exclusively on the U.S. lower middle-market (“Smaller Markets®”), founded in 2010, managing ~$5B across private credit, private equity and secondaries. ¹˒²
What makes Star Mountain different?
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Exclusive LMM focus, senior secured positioning, a Collaborative Ecosystem® of specialized managers and operating partners, an AI & data platform and 100% employee ownership. ¹
What types of companies do you invest in?
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Established, cash-flow positive U.S. businesses with roughly $5–50M EBITDA across 40+ industries, with predictable, recurring revenue.
What is your typical investment size?
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Generally $10–50M per investment, with the ability to hold up to $100M+ through the platform and co-investment.
What geographies do you cover?
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The United States, nationwide, supported by a coast-to-coast ecosystem.
Who can invest with Star Mountain?
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Institutional investors, wealth advisors and RIAs, family offices and qualified/accredited individuals, depending on the vehicle.
What are the investment minimums?
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Minimums vary by vehicle, generally ranging from ~$250K to $5M.
How often do you report to investors?
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Quarterly reporting, with additional communications and a secure investor portal.
What are the fund terms and liquidity?
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Terms vary by strategy — closed-end funds have defined lives; the non-traded BDC is evergreen with periodic liquidity.
How do I submit a company for financing?
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Reach out via the contact form; our business development team will follow up.
What information do you need for diligence?
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Financials, a business overview and management background; we then run financial, operational and market diligence.
Do you take equity or board seats?
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Star Mountain is a flexible capital solutions provider, tailoring the investment structure to the needs of your business. Depending on the structure, we may take an active board seat or board observation rights.
What is the Collaborative Ecosystem®?
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A network of specialized fund managers and operating partners that supports sourcing, diligence and portfolio value creation.
How do you manage risk?
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Downside-first underwriting, senior secured positioning, diversification and active monitoring.
Is Star Mountain regulated?
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Star Mountain Capital is an SEC-registered investment adviser (RIA). ³
How do I access the investor portal?
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Existing investors can log in via the Investor Portal; new investors can request access through our team.

¹ Employee ownership includes employee estate planning vehicles.

² Assets under management is as of 9/30/26.

³ SEC registration does not imply a certain level of skill or training.