DFX Intelligence

2 more advisory clients, 43 more Schedule C rows and 4 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Sterling Capital Management LLC

unclassified

2 more advisory clients, 43 more Schedule C rows and 4 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Advisory clients on the tape

Schedule C, ACFR

Public-system clients

ACFR and seeds

ADV institutional clients

n/a

Item 5.D

ADV institutional RAUM

Not disclosed

pension, government, charity, insurance, sovereign

ADV discretionary RAUM

Not disclosed

Item 5.F

Advisory clients

5 allocators

Retirement Plan for Employees of Garrett County Memorial Hospital Investment adviser (plan)through Jun 30, 2024 Form 5500
Alliance Coal, LLC & Aff. Pension Plan for Coal Employees Investment adviser (plan)through Dec 31, 2023 Form 5500
Snyder Paper Corporation Retirement Plan Investment adviser (plan)through Nov 30, 2023 Form 5500

+2 more advisory clients

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Schedule C rows

46 rows, $3.3M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Alliance Coal, LLC & Aff. Pension Plan for Coal Employees	2024	27 28	NONE	$176,777
Nurses and Local 813 Ibt Retirement Plan	2024	28 51 68	NONE	$136,999
Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan	2024	51 68	NONE	$134,424

+43 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

What changed

Dec 31, 2024Consultant changedinferenceRetirement Plan for Employees of Garrett County Memorial Hospital
Sterling Capital Management no longer appears on Retirement Plan for Employees of Garrett County Memorial Hospital's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
with Sterling Capital Management LLCaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceAmerihealth Caritas Pension Plan
Sterling Capital Mgmt no longer appears on Amerihealth Caritas Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with Sterling Capital Management LLCaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceMcwane Pension Plan for Salaried Employees
Sterling Capital Management LLC no longer appears on Mcwane Pension Plan for Salaried Employees's Schedule C as investment manager (plan year 2024 vs 2023)
with Sterling Capital Management LLCaskebsa.dol.gov
Dec 31, 2023Manager relationship endedinferencePension Plan for the Employees of Caromont Health
Sterling Capital Management LLC no longer appears on Pension Plan for the Employees of Caromont Health's Schedule C as investment manager (plan year 2023 vs 2022)
with Sterling Capital Management LLCaskebsa.dol.gov
Dec 31, 2023Manager relationship startedAutoneum North America, Inc. Carpet Retirement Plan for Salaried Employees
Sterling Capital Management LLC appears on Autoneum North America, Inc. Carpet Retirement Plan for Salaried Employees's Schedule C as investment manager (plan year 2023 vs 2022)
with Sterling Capital Management LLCaskebsa.dol.gov

+4 more dated events

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.