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Institutional access to the lower middle-market, a large and underserved segment of American finance.

Star Mountain Capital

Employee-owned*, AI & data-driven investment manager focused exclusively on the U.S. lower middle-market. ~$5B AUM†. ~150 professionals‡. 15+ years of focus.

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This website is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities. Past performance is not indicative of future results. Investing involves risk, including possible loss of principal.

Certain information contained herein has been obtained from third party sources and such information has not been independently verified by Star Mountain. No representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by Star Mountain or any other person. While such sources are believed to be reliable, Star Mountain does not assume any responsibility for the accuracy or completeness of such information. Star Mountain does not undertake any obligation to update the information contained herein as of any future date.

Except where otherwise indicated, the information contained in this presentation is based on matters as they exist as of the date of preparation of such material and not as of the date of distribution or any future date. Recipients should not rely on this material in making any future investment decision.

Certain information contained herein constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,” “project,” “estimate,” “intend,” “continue,” or “believe,” or the negatives thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events, results or actual performance may differ materially from those reflected or contemplated in such forward-looking statements. Nothing contained herein may be relied upon as a guarantee, promise, assurance or a representation as to the future.

* Employee ownership includes employee estate planning vehicles.

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

‡ 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.