Burnham Sterling Asset Management LLC
Burnham Sterling Asset Management LLC is an SEC-registered asset manager in Cos Cob, CT with $206.8M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Burnham Sterling Asset Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 283907, SEC 801-130731, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $206.8M (2026-03-31)
- Firm type
- Asset Manager
- Location
- Cos Cob, CT
- Employees
- 6
- Clients
- 1
- CRD
- 283907
- Ownership
- LEE, JOONHO; MICHAEL DICKEY MORGAN REVOCABLE LIVING TRUST; MORGAN, MICHAEL, DICKEY; BSAM HOLDINGS LLC; BURNHAM HOLDINGS LLC
How much AUM does Burnham Sterling Asset Management LLC have?
Burnham Sterling Asset Management LLC reported $206.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Burnham Sterling Asset Management LLC?
Disclosed owners and executives of Burnham Sterling Asset Management LLC include LEE, JOONHO, MICHAEL DICKEY MORGAN REVOCABLE LIVING TRUST, MORGAN, MICHAEL, DICKEY, BSAM HOLDINGS LLC, BURNHAM HOLDINGS LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.