This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

former SEC adviserderivedabsent from the latest SEC roster

Regulatory AUM

$88.9MItem 5.F on the latest filing (2023-03-29); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$87.4M

Private client RAUM

$87.4MderivedItem 5.D individuals plus high net worth individuals

Private client share

98%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

4

Advisory employees

3

Offices

1Schedule D 1.F, beyond the principal office

Accounts

48

High net worth clients

32

SEC number

801-110386

CRD

287497

Filings on the tape

14

First filed

Apr 3, 2017

Latest filed

Mar 29, 2023

Organised

Limited Liability Company, Delaware

• Occurred

  Jun 13, 2023
  Advisor changed firm

  Kevin Eugene Silverman left Sterling Partners Equity Advisors Llc for Carmel Capital Partners, Llc (registered 2023-09-06)

  Form ADVobserved 4 days ago
• Occurred

  Apr 3, 2017
  First Form ADV filing

  Sterling Partners Equity Advisors Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:bc74b22d-b515-8306-bdaa-cd02f4feca16

First observed

Apr 3, 2017

Last observed

Mar 29, 2023 42 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.