Fund family · SEC Form D record
Star Mountain U.S Lower Middle Market Secondary Fund funds
Star Mountain U.S Lower Middle Market Secondary Fund has 4 vehicles on the SEC Form D record, in 2 numbered generations, filed from 2021 to 2026. The newest is Star Mountain U.S. Lower Middle-Market Secondary Fund III, LP, first filed Dec 17, 2024. The adviser of record on Form ADV Schedule D is Star Mountain Fund Management, LLC.
- Vehicles
- 4
- Numbered generations
- 2
- First filing
- 2021
- Latest filing
- Apr 6, 2026
Adviser of record (Form ADV Schedule D) Star Mountain Fund Management, LLC (CRD 164728)
Names, dates and status as filed on SEC EDGAR. A Form D is a notice of an exempt offering; the SEC does not review or approve it. Grouped by name; see the last question below.
Fund III
2 vehicles · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Star Mountain U.S. Lower Middle-Market Secondary Fund III, LPCIK 2048428 | Filed within 13 months | EDGAR | |||
| Star Mountain U.S. Lower Middle-Market Secondary Fund III (Offshore), LPCIK 2049694 | Filed within 13 months | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund II
2 vehicles · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Star Mountain U.S. Lower Middle-Market Secondary Fund II, LPCIK 1833762 | Annual amendment overdue | EDGAR | |||
| Star Mountain U.S. Lower Middle-Market Secondary Fund II (Offshore), LPCIK 1870580 | Annual amendment overdue | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Questions about the Star Mountain U.S Lower Middle Market Secondary Fund funds
- How many Star Mountain U.S Lower Middle Market Secondary Fund funds are there?
- The SEC Form D record shows 4 vehicles in 2 numbered generations, the earliest filed Aug 6, 2021 and the latest filing on Apr 6, 2026. By generation: Fund III (2 vehicles, first filed Dec 17, 2024); Fund II (2 vehicles, first filed Aug 6, 2021).
- What is the latest Star Mountain U.S Lower Middle Market Secondary Fund fund?
- Star Mountain U.S. Lower Middle-Market Secondary Fund III, LP, which first filed a Form D on Dec 17, 2024 and last amended it on Dec 29, 2025. Its own page carries the filed terms, the people named on the form and every filing on EDGAR.
- Who is the adviser to the Star Mountain U.S Lower Middle Market Secondary Fund funds?
- Star Mountain Fund Management, LLC (RIA, CRD 164728), joined from Form ADV Schedule D, where an adviser lists each private fund it advises and the fund's Form D file number.
- How much have the Star Mountain U.S Lower Middle Market Secondary Fund funds raised?
- Each vehicle reports an amount sold and an investor count on its latest Form D or amendment, and those figures are on each vehicle's entity page. The totals by generation are in the AltStreet Terminal (Investor), where master and parallel sleeves that report one family-wide figure are counted once.
- How does AltStreet group these funds into a family?
- By name: the base name minus the fund number, sleeve letters, jurisdiction and legal form, read from each issuer's Form D (lib/edgar/fundFamilies.ts). 'Fund IV' is generation 4; a vehicle whose name carries no number is listed as unnumbered. It is a name-based grouping, not a statement of common control; the filings on each entity page show the related persons as filed.