STERLING ASSET MANAGEMENT CO INC

Overview

Sterling Asset Management Co Inc is a small, privately owned advisory firm focused on portfolio management for individuals and small businesses. The adviser has been SEC-registered since 1991 and operates under an owner-type classified as individual. Its client base is concentrated on individual and family relationships, and it provides discretionary management across client accounts. Fee arrangements include both a percentage-of-assets model and fixed-fee engagements. The firm is not positioned as a capital allocator and is not active on ESG investing criteria. Investment preference skews toward publicly traded equity exposure—exchange-traded vehicles are the dominant holding type—while third-party hedge funds are used as a complementary sleeve. The firm’s structure and size suggest a boutique operating model that emphasizes liquid public markets plus selective hedge fund allocations to manage correlation and downside risk.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices