THE STERLING GROUP, L.P.
Firm details
- Headquarters
- HOUSTON, Texas
- CRD number
- 157406
- Registered since
- March 30, 2012
- Website
- sterling-group.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
The Sterling Group, L.P. is a limited partnership registered with the SEC in 2012 that operates primarily as a private equity manager and sponsor. The firm serves institutional investors and acts as portfolio manager for pooled investment vehicles while also taking sponsor/GP and managing-member roles on its funds. Its business model combines running private funds with deploying capital through pooled structures and relationships with external managers. Investment activity centers on private market strategies, with the firm identifying and managing private equity opportunities and allocating to private credit. The Sterling Group charges a mix of percentage-of-AUM and performance-based fees and records itself as an active ESG investor, which it integrates into due diligence and ongoing portfolio oversight across its pooled vehicles and sponsored funds.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1BRANDON BAUDIN
Chief Financial OfficerCRD 4131055
Contacts
3 of 7BRADLEY STALLER
PartnerCRD 4431194
DAVID HENRY
PartnerCRD 4999629
REYMOND WALLACE
PartnerCRD 5929249
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HOUSTON, TX
HARRIS
Location
HOUSTON, TX
Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- HARRIS
- Address
- 9 Greenway Plz
- Time zone
- CT (UTC-6)
- Office locations
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