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| The Sterling Group LP
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| CRD # | 157406 |
| SEC # | 801-73530 |
| CIK # | 0001991301, 0001509873 |
| AUM | 9,014.0 M (2026-03-31) |
| Employees | 87 (87% Investors, 0% Brokers) |
| Phone | 713-877-8257 |
| Address | Nine Greenway Plaza Houston, TX 77046 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 14.2 | ||
| McGraw-Hill Companies Inc | 8.5 | ||
| General Electric Co | 7.4 | ||
| Moodys Corp /DE/ | 7.0 | ||
| Alphabet Inc | 6.8 | ||
| Visa Inc | 6.6 | ||
| Microsoft Corp | 5.5 | ||
| PepsiCo Inc | 5.2 | ||
| Canadian Pacific Railway Ltd/Cn | 4.0 | ||
| Wal Mart Stores Inc | 3.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Sterling Fund VI Co-Invest LP | [2025-03-31] | 75.0 M | |
| Filed 2024-10-24 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Sterling Group Credit Fund III Executive Fund LP | 2025-03-31 | 10.8 M | |
| PE | Sterling Group Credit Fund III LP | [2025-03-31] | 200.0 M | |
| Offered $400,000,000 · Filed 2024-08-21 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $400,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Sterling Group Credit Fund III Parallel LP | [2025-03-31] | 50.1 M | |
| Offered $400,000,000 · Filed 2024-08-21 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $400,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Sterling Group Partners VI Executive Fund LP | 2025-03-31 | 106.5 M | |
| PE | Sterling Group Partners VI LP | [2025-03-31] | 1,936.9 M | |
| Offered $2,750,000,000 · Filed 2024-02-28 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $2,750,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Sterling Group Partners VI Parallel LP | [2025-03-31] | 1,575.0 M | |
| Offered $2,750,000,000 · Filed 2024-02-28 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $2,750,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Sterling Group Foundation Fund Executive Fund LP | [2023-03-31] | 27.7 M | |
| Filed 2022-03-30 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Sterling Group Foundation Fund LP | [2023-03-31] | 636.6 M | 422.2 M |
| Filed 2023-04-18 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Sterling Group Foundation Fund Parallel LP | [2023-03-31] | 636.6 M | 169.4 M |
| Filed 2023-04-18 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($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 | 20 | 9.0 |
| (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 | 20 | 9.0 |
| By Discretionary | ||
| Discretionary | 20 | 9.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 20 | 9.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.8 | |
| United States Persons | 5.2 | |
| Total | 20 | 9.0 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| John Hawkins | Director, Executive Officer | 64 | 4 | |
| Kent Wallace | Executive Officer | 28 | 2 | |
| Brian Henry | Executive Officer | 26 | 2 | |
| Scott Maclaren | Executive Officer | 23 | 2 | |
| Gregory Elliott | Executive Officer | 22 | 2 | |
| Gary Rosenthal | Executive Officer | 21 | 2 | |
| Bradley Staller | Executive Officer | 19 | 2 | |
| Lucas Cutler | Executive Officer | 7 | 2 | |
| William Oehmig | Executive Officer | 5 | 2 | |
| Reymond Wallace | Executive Officer | 4 | 2 | |
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001509873] | |
| 13F-HR | [0001991301] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.0B |
| Serves | Institutional |
| Fund Types | Private Equity |
| Comparable Firms | State | AUM |
|---|---|---|
|
Accolade Capital Management LLC
✚
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DC | 9,336.8 M |
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Gryphon Advisors LLC
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CA | 9,317.9 M |
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Shore Capital Partners Management LP
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IL | 9,257.8 M |
|
Olympus Advisors LLC
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CT | 9,245.1 M |
|
Wynnchurch Capital LP
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IL | 9,124.4 M |
|
Xiginvent LLC
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CA | 9,063.0 M |
|
Marlin Management Company LLC
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|
CA | 9,021.2 M |
|
JF Lehman and Company LLC
✚
|
NY | 9,006.9 M |
|
Sentinel Capital Partners LLC
✚
|
NY | 8,955.8 M |
|
Crosspoint Capital Partners LP
✚
|
CA | 8,695.1 M |