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PER Stirling Capital Management LLC
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CRD # | 151671 |
SEC # | 801-70707 |
CIK # | 0001689933 |
AUM | $1.2 BB (2024-03-28) |
Employees | 29 (100% Investors, 48% Brokers) |
Phone | 512-628-2300 |
Address | 4800 Bee Caves Road Austin, TX 78746 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 9.5 | |
XOM | 385,508.3 | 6.9 | |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($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] |
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---|---|---|
Hottinger & Co Limited
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|
1.2 | |
Bigsur Wealth Management LLC
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FL | 1.2 |
Meridian Wealth Advisors LLC
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TX | 1.2 |
Anderson Financial Partners Inc
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FL | 1.2 |
Sunesis Advisors LLC
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KS | 1.2 |
Capital Creek Partners LLC
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|
TX | 1.2 |
The Pinnacle Financial Group
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NY | 1.2 |
Murray Financial Group LLC
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|
MN | 1.2 |
CRA Financial Services LLC
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|
NJ | 1.2 |
Gilbert & Cook Inc
✚
|
IA | 1.2 |