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THE STERLING GROUP, L.P.
CRD 157406 · SEC 801-73530
NINE GREENWAY PLAZA, SUITE 2400, HOUSTON, TX, 77046, United States
Phone
713-877-8257
Fax
713-877-1824
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$9.01B
Discretionary AUM
$9.01B
Team
87 total employees; 76 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees; PORTION OF PORTFOLIO COMPANY TRANSACTION AND MONITORING FEES
Org form
Limited Partnership
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (pooled vehicles)PORTFOLIO COMPANY MANAGEMENT SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 20 | $9.01B |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD