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Sterling Capital Management Inc

● SEC registered since 1997CRD 106822SEC# 801-54107Brookfield, WI
Export (members)
Reg. AUM
$255.2M
Employees
3
Accounts
413
Location
Brookfield, WI

Sterling Capital Management Inc assets under management

Sterling Capital Management Inc operates as an SEC-registered investment adviser based in Brookfield, WI. The firm has been registered since 1997. It reports $255.2 million in regulatory assets under management and employs 3 people.
View on SEC.gov ↗

Sterling Capital Management Inc owners & executives

2 reported
NameTitleOwnershipSince
Thomas John Portz ControlCeo/Chief Compliance OfficerOver 75%2023
Timothy John Portz ControlPresidentUnder 5%2023

Frequently asked questions

How much does Sterling Capital Management Inc manage?

Sterling Capital Management Inc reports $255.2 million in regulatory assets under management on its Form ADV.

How many employees does Sterling Capital Management Inc have?

Sterling Capital Management Inc reports 3 employees.

Where is Sterling Capital Management Inc located?

Sterling Capital Management Inc is based in Brookfield, WI and has been SEC-registered since 1997.

Does Sterling Capital Management Inc disclose fund performance?

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

Contact & registration

Address17160 W. North Ave, Suite 200, Brookfield, WI 53005
Phone262-970-9700
Fax262-362-4997
Office hours8:00a.m. To 4:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$190.2M
Non-discretionary$65.1M
Total (RAUM)$255.2M