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Per Stirling Capital Management, LLC

● SEC registered since 2009CRD 151671SEC# 801-70707Austin, TX
Export (members)
Reg. AUM
$1.39B
Employees
30
Accounts
3,584
Location
Austin, TX

Per Stirling Capital Management, LLC assets under management

Per Stirling Capital Management, LLC is a registered investment adviser overseen by the SEC based in Austin, TX. The firm has been registered since 2009. It reports $1.4 billion in regulatory assets under management and employs 30 people.

Per Stirling Capital Management, LLC owners & executives

5 reported
NameTitleOwnershipSince
Amber Jean Bell ControlChief Compliance OfficerUnder 5%2022
Carol Elois Sheffield ControlChief Operations OfficerUnder 5%2021
John Per Osullivan ControlManaging Member25-50%2009
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Frequently asked questions

How much does Per Stirling Capital Management, LLC manage?

Per Stirling Capital Management, LLC reports $1.4 billion in regulatory assets under management on its Form ADV.

How many employees does Per Stirling Capital Management, LLC have?

Per Stirling Capital Management, LLC reports 30 employees.

Where is Per Stirling Capital Management, LLC located?

Per Stirling Capital Management, LLC is based in Austin, TX and has been SEC-registered since 2009.

Does Per Stirling Capital Management, LLC disclose fund performance?

Per Stirling Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4800 Bee Caves Road, Austin, TX 78746
Phone512-628-2300
Fax512-551-0050
Office hours8a.m. - 4:30p.m. By Appointment
SEC regionFort Worth Regional Office (FWRO)
CIK1689933
Discloses disciplinary historyYes

Assets under management

Discretionary$1.39B
Non-discretionary$0
Total (RAUM)$1.39B