Sterling Investment Partners Advisers LLC

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Sterling Investment Partners Advisers LLC ✚
CRD #	156946
SEC #	801-73976
CIK #
AUM	3,943.5 M (2026-03-31)
Employees	24 (71% Investors, 0% Brokers)
Phone	203-226-8711
Address	145 Mason Street Greenwich, CT 06830
Source	[IAPD] [Website] [LinkedIn]

Total AUM ($B) Copy

Type	Form D Funds	Date	Sold	AUM
PE	Sterling Investment Partners V-A LP	2026-03-31		389.7 M
PE	Sterling Investment Partners V LP	[2026-03-31]		1,443.0 M
	Offered $1,250,000,000 · Filed 2025-05-21 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $1,250,000,000 · Duration More than one year · Revenue Decline to Disclose
PE	Sterling Investment Partners XK Opportunities Fund-A LP	[2026-03-31]	881.2 M	456.9 M
	Offered $881,206,724 · Filed 2025-10-31 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Commission $3,768,589 · Revenue Decline to Disclose
PE	Sterling Investment Partners XK Opportunities Fund LP	[2026-03-31]	881.2 M	462.9 M
	Offered $881,206,724 · Filed 2025-10-31 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Commission $3,768,589 · Revenue Decline to Disclose
PE	Sterling Investment Partners IV LP	[2020-03-30]	566.5 M	940.2 M
	Filed 2022-05-11 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $10,000,000 · Revenue Decline to Disclose
PE	Sterling Investment Partners III LP	[2013-03-28]	674.0 M	250.8 M
	Offered $700,000,000 · Filed 2013-10-11 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $26,050,000 · Duration More than one year · Commission $6,228,039 · Revenue Decline to Disclose
PE	Sterling Investment Partners II LP	2012-02-14		42.8 M
PE	Sterling Investment Partners LP	2012-02-14		17.4 M
PE	Sterling Investment Partners Side-By-Side II LP	2012-02-14		1.7 M
PE	Sterling Investment Partners Side-By-Side LP	2012-02-14		0.6 M

AUM Breakdown	Accounts	AUM ($B)
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	6	3.9
(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	6	3.9
By Discretionary
Discretionary	6	3.9
Non-Discretionary	0	0.0
Total	6	3.9
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		3.9
Total	6	3.9

Form D Directors	Role	# Filings	# Firms
Michael Barr	Executive Officer	34	4
James Soldano	Executive Officer	13	2
Joseph Gault	Executive Officer	7	2
Charles Santoro	Executive Officer	6	2
M Macey Jr	Executive Officer	6	2
Dan Yu	Executive Officer	5	2
Douglas Newhouse	Executive Officer	4	2
Sterling Investment Partners Management V LLC	Promoter	2	2
Sterling Investment Partners Advisers V LLC	Promoter	2	2
Sterling Investment Partners XK Opportunities Management LLC	Promoter	2	2
View All

Firm Profile (Form ADV)
Discretionary AUM	$1.0B
Serves	Institutional
Fund Types	Private Equity

Comparable Firms	State	AUM
Altamont Capital Management LP ✚	CA	4,018.3 M
Waterous Energy Fund Management US LLC ✚	TX	4,010.2 M
Mainsail Management Company LLC ✚	TX	3,996.2 M
Truarc Partners LP ✚	NY	3,977.8 M
TW-IM LLC ✚	TX	3,974.0 M
Tiger Infrastructure Partners LP ✚	NY	3,929.8 M
Hildred Capital Management LLC ✚	NY	3,916.0 M
MiddleGround Management LP ✚	KY	3,887.8 M
HV Manco LLC ✚	NJ	3,878.0 M
Newview Capital Management LLC ✚	CA	3,859.3 M

Sterling Investment Partners Advisers LLC

Assets, Funds, Holdings