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THE STERLING GROUP, L.P.

CRD 157406 · SEC 801-73530

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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

TypeClientsAUM
Pooled investment vehicles20$9.01B

States served

TX

All web addresses on file

Official SEC filing: View on IAPD