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STERLING CAPITAL MANAGEMENT LLC
CRD 135405 · SEC 801-64257
4350 CONGRESS STREET, SUITE 1000, CHARLOTTE, NC, 28209, United States
Phone
704-927-4175
Fax
704-376-8127
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$69.23B
Discretionary AUM
$69.15B
Team
186 total employees; 64 advisory reps; 17 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersWRAP & MODEL PROGRAMS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1777 | $800.1M |
| High net worth individuals | 1011 | $1.96B |
| Banking/thrift institutions | 2 | $6.17B |
| Investment companies | 21 | $4.13B |
| Pooled investment vehicles | 5 | $729.3M |
| Pension/profit sharing plans | 70 | $17.82B |
| Charitable organizations | 95 | $2.72B |
| State/municipal entities | 112 | $17.22B |
| Other investment advisers | 10 | $140.9M |
| Insurance companies | 134 | $1.81B |
| Corporations/business entities | 271 | $15.74B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD