Sterling Bay Capital Advisers, LLC

RIASEC RegisteredEst. 2016
Total AUM
$298M
Discretionary
$298M
100% of AUM
Avg account
$24.8M
Accounts
12
Employees
18
Advisory reps
6

Firm details

Headquarters
Chicago, Illinois
CRD number
172242
Registered since
February 9, 2016
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Sterling Bay Capital Advisers, LLC is a real-estate–focused investment adviser organized as an LLC and SEC-registered in 2016. The firm serves institutional clients and acts as portfolio manager for pooled investment vehicles, while also operating in sponsor/GP and managing-member roles for those vehicles. Its fee arrangements include asset-based charges and performance-linked fees. The firm identifies as an active ESG investor and is structured as a domestic entity with individual ownership. It is not positioned as a multi-state adviser or a pure capital allocator.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • Jessica Simons

    Principal, Chief Legal OfficerCRD 8047767

  • Andrew Gloor

    Andrew Gloor

    Chief Executive OfficerCRD 6397302

  • Matthew Menna

    Matthew Menna

    Principal, Chief Design OfficerCRD 2428030

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Contacts

2 of 2
  • Keating Crown

    Keating Crown

    Managing PrincipalCRD 7245449

  • Chang Lee

    Chang Lee

    Managing PrincipalCRD 7245450

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
939 W Fulton Market
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth