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| Sterling Investment Partners Advisers LLC
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|---|---|
| CRD # | 156946 |
| SEC # | 801-73976 |
| CIK # | |
| AUM | $1.8 BB (2024-03-29) |
| Employees | 20 (70% Investors, 0% Brokers) |
| Phone | 203-226-8711 |
| Address | 285 Riverside Ave Westport, CT 06880-4806 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Sterling Investment Partners IV LP | [2020-03-30] | 566.5 | 1,282.3 |
| PE | Sterling Investment Partners III LP | [2013-03-28] | 674.0 | 423.9 |
| PE | Sterling Investment Partners II LP | 2012-02-14 | 42.8 | |
| PE | Sterling Investment Partners LP | 2012-02-14 | 17.4 | |
| PE | Sterling Investment Partners Side-By-Side II LP | 2012-02-14 | 1.7 | |
| PE | Sterling Investment Partners Side-By-Side LP | 2012-02-14 | 0.6 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 4 | 1,750.7 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4 | 1,750.7 |
| By Discretionary | ||
| Discretionary | 4 | 1,750.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4 | 1,750.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,750.7 | |
| Total | 4 | 1,750.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Michael Barr | 29 | |||
| James Soldano | 6 | |||
| William Russell Jr | 2 | |||
| M Macey Jr | 2 | |||
| Joseph Gault | 2 | |||
| Charles Santoro | 2 | |||
| Douglas Newhouse | 2 | |||
| Sterling Investment Advisers Management IV LLC | 1 | |||
| Sterling Investment Partners Management IV LLC | 1 | |||
| Sterling Investment Partners Management III LLC | 1 | |||
| View All | ||||
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