Sterling Capital Management Inc
Sterling Capital Management Inc is an SEC-registered mass-market adviser in Brookfield, WI with $296.9M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Sterling Capital Management Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 106822, SEC 801-54107, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $296.9M (2026-03-24)
- Firm type
- Mass-Market Adviser
- Location
- Brookfield, WI
- Employees
- 3
- Clients
- 388
- CRD
- 106822
- Ownership
- PORTZ, THOMAS, JOHN; PORTZ, TIMOTHY; PORTZ, TIMOTHY, JOHN
How much AUM does Sterling Capital Management Inc have?
Sterling Capital Management Inc reported $296.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Sterling Capital Management Inc?
Disclosed owners and executives of Sterling Capital Management Inc include PORTZ, THOMAS, JOHN, PORTZ, TIMOTHY, PORTZ, TIMOTHY, JOHN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.