Sterling Capital Management LLC

RIASEC Registered

Total AUM

$69.2B

Discretionary

$69.1B

100% of AUM

Avg account

$19.7M

Accounts

3,508

Employees

186

Advisory reps

Firm details

Headquarters: Charlotte, North Carolina
CRD number: 135405
Registered since: June 2, 2005
Website: sterlingcapital.com
Custodians: TRUIST INVESTMENT SERVICES, INC., FIDELITY MANAGEMENT TRUST COMAPANY, THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Pension & Profit Sharing Plans25.74%
State / Municipal Government24.87%
Corporations / Businesses22.73%
Banking / Thrift Institutions8.91%
Investment Companies5.96%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Sterling Capital Management LLC is a fee-based investment adviser structured as a limited liability company and registered with the SEC in 2005. The firm serves both individual/family and institutional clients and operates as a capital allocator with a mix of percentage-of-AUM, fixed and performance-based fee arrangements. Advisory capabilities include financial planning and portfolio management across individuals, pooled vehicles and institutional clients, as well as the selection of external advisers. Sterling is not positioned as an active ESG investor.