Form D · Private Equity Fund

New Mountain Strategic Equity Fund II, L.P.

New York, NY · CIK 0001928279

Offering snapshot reported Jul 29, 2026 · SEC filing

Reported sold
$1.32B
Offering amount: $1.32B
Investors reported
146
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jun 23, 2023
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$658M$1.32BJun 1, 2023May 31, 2024: $453,650,000.00May 31, 2024May 8, 2025: $532,150,000.00May 8, 2025Jul 29, 2026: $1,315,080,000.00Jul 29, 2026

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$532,150,000 → $1,315,080,000
  • Reported investors19 → 146

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 29, 2026Amendment$1,315,080,000$782,930,000vs May 8, 2025146SEC filing
May 8, 2025Amendment$532,150,000$78,500,000vs May 31, 202419SEC filing
May 31, 2024Amendment$453,650,000No comparison16SEC filing
Jun 1, 2023InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$3.99M
Finders' fees
$0
Form D file number
021-483135
Total Amount Sold includes the GP commitment to the fund.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Goldman Sachs & Co. LLC361Goldman Sachs & Co. LLC · CRD 361
PG Capital Ltd.None

Source: Form D, filed Jul 29, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

NEW MOUNTAIN STRATEGIC EQUITY FUND II, L.P.

Investment adviser: NEW MOUNTAIN CAPITAL, L.L.C.

Gross asset value
$178M
Beneficial owners
145
ADV minimum commitment
$10M

Reported in Form ADV on Mar 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator JP MORGAN CHASE BANK NA BROOKLYN, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE, LLP NEW YORK, New York, United States
Custodian JP MORGAN CHASE BANK NA NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

DELOITTE & TOUCHE, LLP
PCAOB 34

Filing source

Form ADV 2068416 · Mar 30, 2026 · Schedule D 7.B.(1), fund 805-4026545734

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Steven B. Klinsky Executive
N/A New Mountain Strategic Investments Gp Ii, L.L.C. Promoter
Adam Weinstein Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1633 Broadway 48 Th Floor
New York, NY, 10019