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| Sterling Investment Partners Advisers LLC
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|---|---|
| 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) |
|---|
| 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 $6,228,039 · Revenue Decline to Disclose | ||||
| PE | Sterling Investment Partners II LP | 2012-02-14 | 42.8 M | |
| PE | Sterling Investment Partners LP | 2012-02-14 | 17.4 M | |
| PE | Sterling Investment Partners Side-By-Side II LP | 2012-02-14 | 1.7 M | |
| PE | Sterling Investment Partners Side-By-Side LP | 2012-02-14 | 0.6 M | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($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 | 2011 - 2026 |
|---|---|---|---|---|
| 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 | |
| William Russell Jr | Executive Officer | 2 | 2 | |
| Sterling Investment Partners XK Opportunities Advisers LLC | Promoter | 2 | 2 | |
| Sterling Investment Partners Management III LLC | Promoter | 1 | 1 | |
| M William Macey Jr | Executive Officer | 1 | 1 | |
| Sterling Investment Advisers Management IV LLC | Promoter | 1 | 1 | |
| Sterling Investment Partners Management IV LLC | Promoter | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.0B |
| Serves | Institutional |
| Fund Types | Private Equity |
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