PER Stirling Capital Management LLC

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Assets, Funds, Holdings

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PER Stirling Capital Management LLC
CRD #151671
SEC #801-70707
CIK #0001689933
AUM $1.2 BB (2024-03-28)
Employees 29 (100% Investors, 48% Brokers)
Phone512-628-2300
Address4800 Bee Caves Road
Austin, TX 78746
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
1400112084056028002008201320192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 9.5
XOM 385,508.3 6.9
 
 
 
 
 
 
 
 
 
Holdings by Sector ($MM)
70056042028014002021202220232025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 592 250.5
(b) Individuals (high net worth individuals) 390 890.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 1.9
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 18 69.4
(n) Other 0 0.0
Total 3,400 1,212.4
By Discretionary
Discretionary 3,400 1,212.4
Non-Discretionary 0 0.0
Total 3,400 1,212.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,212.4
Total 3,400 1,212.4
EDGAR Form CIK 2011 - 2024
13F-HR [0001689933]
Comparable Firms State AUM ($BB)
Hottinger & Co Limited
1.2
Bigsur Wealth Management LLC
FL 1.2
Meridian Wealth Advisors LLC
TX 1.2
Anderson Financial Partners Inc
FL 1.2
Sunesis Advisors LLC
KS 1.2
Capital Creek Partners LLC
TX 1.2
The Pinnacle Financial Group
NY 1.2
Murray Financial Group LLC
MN 1.2
CRA Financial Services LLC
NJ 1.2
Gilbert & Cook Inc
IA 1.2
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