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| Sterling Capital Management LLC
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|---|---|
| CRD # | 135405 |
| SEC # | 801-64257 |
| CIK # | 0001275935, 0001329883 |
| AUM | $62.8 BB (2023-03-31) |
| Employees | 180 (36% Investors, 19% Brokers) |
| Phone | 704-927-4175 |
| Address | 4350 Congress Street Charlotte, NC 28209 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MSFT | 1,918.2 | 1.4 | |
| AAPL | 2,382.8 | 1.3 | |
| KO | 270.0 | 1.1 | |
| HD | 277.6 | 0.6 | |
| MRK | 232.4 | 0.5 | |
| ABBV | 269.5 | 0.5 | |
| JNJ | 465.6 | 0.5 | |
| GOOG | 1,482.6 | 0.4 | |
| PEP | 226.8 | 0.4 | |
| ADI | 77.2 | 0.4 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,484 | 0.6 |
| (b) Individuals (high net worth individuals) | 1,116 | 1.8 |
| (c) Banking or thrift institutions | 3 | 7.2 |
| (d) Investment companies | 22 | 5.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 1.2 |
| (g) Pension and profit sharing plans | 78 | 13.8 |
| (h) Charitable organizations | 104 | 1.6 |
| (i) State or municipal government entities | 134 | 10.2 |
| (j) Other investment advisers | 14 | 0.1 |
| (k) Insurance companies | 127 | 2.6 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 304 | 18.5 |
| (n) Other | 0 | 0.0 |
| Total | 3,390 | 62.8 |
| By Discretionary | ||
| Discretionary | 3,376 | 62.7 |
| Non-Discretionary | 14 | 0.1 |
| Total | 3,390 | 62.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.4 | |
| United States Persons | 61.4 | |
| Total | 3,390 | 62.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| SC 13G | [0001275935] | |
| 13F-HR | [0001329883] | |
| 13F-NT | [0001329883] | |
| SC 13D | [0001329883] | |
| SC 13G | [0001329883] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
NFP Retirement Inc
✚
|
CA | 75.0 |
|
Icici Prudential Asset Management Company Limited
✚
|
66.4 | |
|
Charles Schwab Investment Advisory Inc
✚
|
CA | 66.1 |
|
NEPC LLC
✚
|
MA | 63.6 |
|
AssetMark Inc
✚
|
CA | 55.2 |
|
Aperio Group LLC
✚
|
CA | 54.5 |
|
Cerity Partners LLC
✚
|
NY | 53.3 |
|
Brinker Capital Investments LLC
✚
|
NE | 53.3 |
|
Morningstar Investment Management LLC
✚
|
IL | 51.9 |
|
Pzena Investment Management LLC
✚
|
NY | 49.3 |