DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
The Sterling Group, L.P. Firm · Private equity · matched Sterling Group Management, L.P. (relying Adviser) | · probable Upper middle market | Houston, | $5.9B | 33 | 20 | 95 | 2023 | |
THE STERLING GROUP Registered adviser · RIA / Wealth · matched STERLING GROUP WEALTH MANAGEMENT, LLC · 801-77006 | PASADENA, | $471M | 4 | 2012 | ||||
STERLING GROUP CREDIT FUND, L.P. Fund · RIA / Wealth · THE STERLING GROUP, L.P. Also on Private Credit, Private Equity | $240M | 8 | 2018 | |||||
| $1.9B | 20 | 36 | ||||||
STERLING GROUP CREDIT FUND (PARALLEL), L.P. Fund · RIA / Wealth · THE STERLING GROUP, L.P. Also on Private Credit, Private Equity | $33.9M | 2 | 2018 | |||||
| SOUTHFIELD, | $30.1M | 2026 | ||||||
| PASADENA, | $16.1M | 2019 | ||||||
| MESA, | $11.7M | 2020 | ||||||
| WORTHINGTON, | 2026 | |||||||
| $1.4B | 66 | 2021 | ||||||
STERLING GROUP PARTNERS V (PARALLEL), L.P. Fund · RIA / Wealth · THE STERLING GROUP, L.P. Also on Private Equity | $1.1B | 71 | 2021 | |||||
| $1.2B | 45 | 2016 | ||||||
STERLING GROUP PARTNERS IV (PARALLEL), LP Fund · RIA / Wealth · THE STERLING GROUP, L.P. Also on Private Equity | $980M | 39 | 2016 | |||||
Sterling Investment Partners Advisers, LLC Firm · Private equity · matched Sterling Investment Partners Management L.L.C. | Middle market | Westport, | $1.7B | 44 | 6 | 29 | 2020 | |
STERLING GROUP FOUNDATION FUND, L.P. Fund · RIA / Wealth · THE STERLING GROUP, L.P. Also on Private Equity | $423M | 30 | 2023 | |||||
STERLING GROUP PARTNERS III, L.P. Fund · RIA / Wealth · THE STERLING GROUP, L.P. Also on Private Equity | $135M | 47 | 2012 | |||||
STERLING GROUP CREDIT FUND II, L.P. Fund · RIA / Wealth · THE STERLING GROUP, L.P. Also on Private Credit, Private Equity | $276M | 17 | 2022 | |||||
STERLING GROUP PARTNERS V (EXECUTIVE FUND), L.P. Fund · RIA / Wealth · THE STERLING GROUP, L.P. Also on Private Equity | $76.6M | 38 | 2021 | |||||
STERLING GROUP FOUNDATION FUND (PARALLEL), L.P. Fund · RIA / Wealth · THE STERLING GROUP, L.P. Also on Private Equity | $170M | 15 | 2023 | |||||
| CHARLOTTE, | $69B | 33 | 2012 | |||||
| $30.5M | 79 | 2012 | ||||||
STERLING GROUP FOUNDATION FUND (EXECUTIVE FUND), L.P. Fund · RIA / Wealth · THE STERLING GROUP, L.P. Also on Private Equity | $27.6M | 34 | 2023 | |||||
Sterling Group Partners II, L.P. Fund · Private equity · The Sterling Group, L.P. Also on RIA / Wealth Management | $271M | |||||||
Sterling Group Partners III (aiv), L.P. Fund · Private equity · The Sterling Group, L.P. Also on RIA / Wealth Management | $237M | |||||||
STERLING GROUP CREDIT FUND II (PARALLEL), L.P. Fund · RIA / Wealth · THE STERLING GROUP, L.P. Also on Private Credit, Private Equity | $60.6M | 4 | 2022 | |||||
STERLING GROUP PARTNERS III (PARALLEL), L.P. Fund · RIA / Wealth · THE STERLING GROUP, L.P. Also on Private Equity | $6.8M | 37 | 2012 | |||||
STERLING GROUP CREDIT FUND II (EXECUTIVE FUND), L.P. Fund · RIA / Wealth · THE STERLING GROUP, L.P. Also on Private Credit, Private Equity | $9.7M | 23 | 2022 | |||||
Sterling Group Partners II (parallel), L.P. Fund · Private equity · The Sterling Group, L.P. Also on RIA / Wealth Management | $73.0M | |||||||
Sterling Investment Management Manager · RE funds · matched Sterling Investment Management, LLC · 1b 5b Also on RIA / Wealth Management | West Palm Beach, | $2.0B | 12 | 8 | 2023 | |||
Middle market | Chicago, | $1.1B | 4 | 47 | 6 | 2024 | ||
STERLING GROUP PARTNERS III (PARALLEL AIV), L.P. Fund · RIA / Wealth · THE STERLING GROUP, L.P. Also on Private Equity | 37 | 2012 | ||||||
STERLING INVESTMENT ADVISORS LTD. Registered adviser · RIA / Wealth · 801-66769 Also on Private Equity | BERWYN, | $1.1B | 7 | 2012 | ||||
| NEW YORK, | $1.1B | 2 | 2020 | |||||
| TUCSON, | $409M | 4 | 2012 | |||||
| BROOKFIELD, | $297M | 2 | 2012 | |||||
| BOLIVAR, | $229M | 3 | 2012 | |||||
| $145M | 4 | 2012 | ||||||
| CARLSBAD, | $288M | 2012 | ||||||
| CARLSBAD, | $214M | 2014 | ||||||
Sterling Advisory Services, Inc. Firm · Venture · Exempt reporting adviser Also on Independent Sponsors | · candidate | Herndon, | $87.7M | 3 | 2 | 2023 | ||
STERLING CAPITAL MANAGEMENT Registered adviser · RIA / Wealth · matched STERLING CAPITAL MANAGEMENT INC · 801-31743 | ST.LOUIS, | $175M | 2012 | |||||
| WYOMISSING, | $139M | 2012 | ||||||
| $87.0M | 2012 | |||||||
| CHICAGO, | $88.9M | 2017 | ||||||
| CONCORD, | $48.0M | 2012 | ||||||
| $7.6M | 2026 | |||||||
| SAN JOSE, | $6.2M | 2026 | ||||||
Sterling Capital Management LLC Investment consultant · Allocators · matched Sterling Capital Management | 5 | 2024 | ||||||
| $2.4M | 2026 | |||||||
| FORT WORTH, | 2026 |
Ranked by what the graph knows (size, observed deals, people, funds) unless you sort. Size is the best-evidenced figure for the row: AUM or regulatory AUM for firms and offices, close or reported gross asset value for funds, disclosed raised for companies. Click a class or a state in the table to filter by it. Counts are records per graph; with no graph selected, a firm that is on several graphs (matched by CRD, CIK, EIN or fund id, never by name) is listed once, with a dot for each graph.