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| Sterling Capital Management Inc
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|---|---|
| CRD # | 106822 |
| SEC # | 801-54107 |
| CIK # | 0001275935, 0001329883 |
| AUM | 296.9 M (2026-03-24) |
| Employees | 3 (100% Investors, 67% Brokers) |
| Phone | 262-970-9700 |
| Address | 17160 W North Ave Brookfield, WI 53005 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 1.9 | ||
| Apple Inc | 1.9 | ||
| Microsoft Corp | 1.7 | ||
| Coca Cola Co | 1.1 | ||
| Alphabet Inc | 1.1 | ||
| J P Morgan Chase & Co | 1.0 | ||
| Amazon Com Inc | 1.0 | ||
| Broadcom Inc | 0.9 | ||
| Alphabet Inc | 0.8 | ||
| AbbVie Inc | 0.6 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Sterlingworth Capital Partners LP | 2013-03-20 | 0.7 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 210 | 45.6 |
| (b) Individuals (high net worth individuals) | 123 | 181.7 |
| (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 | 2 | 2.1 |
| (h) Charitable organizations | 5 | 60.1 |
| (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 | 7 | 3.6 |
| (n) Other | 41 | 3.9 |
| Total | 388 | 296.9 |
| By Discretionary | ||
| Discretionary | 333 | 227.4 |
| Non-Discretionary | 55 | 69.6 |
| Total | 388 | 296.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 296.9 | |
| Total | 388 | 296.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| SC 13G | [0001275935] | |
| 13F-HR | [0001329883] | |
| 13F-NT | [0001329883] | |
| SC 13D | [0001329883] | |
| SC 13G | [0001329883] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 338 |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
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|---|---|---|
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