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CRD 157406
HOUSTON, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| STERLING GROUP PARTNERS V, L.P. | Private Equity Fund | $1.4B | Mar 28, 2024 | 66 | Mar 31, 2021 | reported | 021-366946 |
| STERLING GROUP PARTNERS IV, LP | Private Equity Fund | $1.2B | Mar 28, 2024 | 45 | Mar 30, 2016 | reported | 021-242631 |
| STERLING GROUP PARTNERS V (PARALLEL), L.P. | Private Equity Fund | $1.1B | Mar 28, 2024 | 71 | Mar 31, 2021 | reported | 021-366947 |
| STERLING GROUP PARTNERS IV (PARALLEL), LP | Private Equity Fund | $980M | Mar 28, 2024 | 39 | Mar 30, 2016 | reported | 021-242632 |
| STERLING GROUP FOUNDATION FUND, L.P. | Private Equity Fund | $423M | Mar 28, 2024 | 30 | Mar 31, 2023 | reported | 021-439716 |
| STERLING GROUP CREDIT FUND II, L.P. | Private Equity Fund | $276M | Mar 28, 2024 | 17 | Mar 30, 2022 | reported | 021-389330 |
| STERLING GROUP CREDIT FUND, L.P. | Private Equity Fund | $240M | Mar 28, 2024 | 8 | Mar 29, 2018 | reported | 021-295175 |
| STERLING GROUP FOUNDATION FUND (PARALLEL), L.P. | Private Equity Fund | $170M | Mar 28, 2024 | 15 | Mar 31, 2023 | reported | 021-439715 |
| STERLING GROUP PARTNERS III, L.P. | Private Equity Fund | $135M | Mar 30, 2022 | 47 | Feb 13, 2012 | dropped | 021-136159 |
| STERLING GROUP PARTNERS V (EXECUTIVE FUND), L.P. | Private Equity Fund | $76.6M | Mar 28, 2024 | 38 | Mar 31, 2021 | reported | 021-384094 |
| STERLING GROUP CREDIT FUND II (PARALLEL), L.P. | Private Equity Fund | $60.6M | Mar 28, 2024 | 4 | Mar 30, 2022 | reported | 021-389328 |
| STERLING GROUP CREDIT FUND (PARALLEL), L.P. | Private Equity Fund | $33.9M | Mar 28, 2024 | 2 | Mar 29, 2018 | reported | 021-295176 |
| STERLING GROUP PARTNERS I, L.P. | Private Equity Fund | $30.5M | Mar 22, 2012 | 79 | Feb 13, 2012 | dropped | n/a |
| STERLING GROUP FOUNDATION FUND (EXECUTIVE FUND), L.P. | Private Equity Fund | $27.6M | Mar 28, 2024 | 34 | Mar 31, 2023 | reported | 021-439712 |
| STERLING GROUP CREDIT FUND II (EXECUTIVE FUND), L.P. | Private Equity Fund | $9.7M | Mar 28, 2024 | 23 | Mar 30, 2022 | reported | n/a |
| STERLING GROUP PARTNERS III (PARALLEL), L.P. | Private Equity Fund | $6.8M | Mar 30, 2022 | 37 | Feb 13, 2012 | dropped | 021-136160 |
| STERLING GROUP PARTNERS II, L.P. | Private Equity Fund | $5.5M | Jan 10, 2020 | 31 | Feb 13, 2012 | dropped | 021-76762 |
| STERLING GROUP PARTNERS II (PARALLEL), L.P. | Private Equity Fund | $1.1M | Jan 10, 2020 | 62 | Feb 13, 2012 | dropped | 021-72691 |
| STERLING GROUP PARTNERS III (PARALLEL AIV), L.P. | Private Equity Fund | $0 | Mar 29, 2018 | 37 | Feb 13, 2012 | dropped | 021-164455 |
| STERLING GROUP PARTNERS III (AIV), L.P. | Private Equity Fund | $0 | Mar 29, 2018 | 46 | Feb 13, 2012 | dropped | 021-164454 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BAUDIN, BRANDON, P | CHIEF FINANCIAL OFFICER | Na | yes | 09/2018 | Mar 29, 2019 | Mar 28, 2024 |
| ELLIOTT, GREGORY, LYNN | PARTNER / LIMITED PARTNER | B | yes | 05/2008 | Feb 13, 2012 | Mar 28, 2024 |
| HAWKINS, JOHN, DAVID | PARTNER / LIMITED PARTNER | B | yes | 07/1999 | Feb 13, 2012 | Mar 28, 2024 |
| HENRY, DAVID, BRIAN | PARTNER / LIMITED PARTNER | B | yes | 01/2016 | Jan 15, 2016 | Mar 28, 2024 |
| KLUPCHAK, MAXIMILIAN, PAUL | CHIEF COMPLIANCE OFFICER | Na | yes | 09/2017 | Sep 26, 2017 | Mar 28, 2024 |
| MACLAREN, SCOTT, M | PARTNER / LIMITED PARTNER | B | yes | 03/2021 | Mar 30, 2022 | Mar 28, 2024 |
| ROSENTHAL, GARY, LEE | PARTNER / LIMITED PARTNER | B | yes | 01/2005 | Feb 13, 2012 | Mar 28, 2024 |
| STALLER, BRADLEY, A | PARTNER/LIMITED PARTNER | B | yes | 07/2017 | Mar 29, 2018 | Mar 28, 2024 |
| THE STERLING GROUP GP, LLC | GENERAL PARTNER | Na | yes | 03/2010 | Mar 22, 2012 | Mar 28, 2024 |
| WALLACE, REYMOND, KENNETH | PARTNER / LIMITED PARTNER | B | yes | 03/2010 | Feb 13, 2012 | Mar 28, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| STERLING GROUP CREDIT GP, L.P. | n/a | n/a | n/a | N | yes | n/a |
| STERLING GROUP CREDIT II GP, L.P. | n/a | n/a | n/a | N | yes | n/a |
| STERLING GROUP FOUNDATION GP, L.P. | n/a | n/a | n/a | N | yes | n/a |
| STERLING GROUP PARTNERS IV GP, L.P. | n/a | n/a | n/a | N | yes | n/a |
| STERLING GROUP PARTNERS V GP, L.P. | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Dallas | TX | United States | 11 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $9.0B | $9.0B | 87 | 76 | 1 | 20 | n/a |
| 2024 | Mar 31, 2025 | $9.5B | $9.5B | 79 | 70 | 1 | 20 | n/a |
| 2023 | Mar 28, 2024 | $5.9B | $5.9B | 65 | 46 | 1 | 13 | $5.9B |
| 2022 | Mar 31, 2023 | $6.0B | $6.0B | 56 | 40 | 2 | 13 | $6.0B |
| 2021 | Mar 30, 2022 | $5.5B | $5.5B | 53 | 33 | 1 | 12 | $5.5B |
| 2020 | Mar 31, 2021 | $4.4B | $4.4B | 39 | 26 | 1 | 9 | $4.4B |
| 2019 | Mar 30, 2020 | $2.2B | $2.2B | 36 | 24 | 0 | 6 | $2.2B |
| 2018 | Mar 29, 2019 | $1.9B | $1.9B | 29 | 19 | 0 | 8 | $1.9B |
| 2017 | Mar 29, 2018 | $2.2B | $2.2B | 35 | 19 | 0 | 10 | $2.2B |
| 2016 | Mar 29, 2017 | $2.2B | $2.2B | 29 | 19 | n/a | 8 | $2.2B |
| 2015 | Mar 30, 2016 | $2.3B | $2.3B | 29 | 22 | n/a | 8 | $1.0B |
| 2014 | Mar 25, 2015 | $1.1B | $1.1B | 23 | 17 | n/a | 6 | $1.1B |
| 2013 | Mar 26, 2014 | $983M | $983M | 21 | 15 | n/a | 6 | $536M |
| 2012 | Mar 27, 2013 | $1.2B | $1.2B | 20 | 15 | n/a | 6 | $654M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $9.0B | $9.5B | -5.2% | $6.0B | 14.5% | 87 | 79 | 1 | 1 |