PPrivate Fund Data Log in Join · $37/mo

Sterling Investment Counsel, LLC

● SEC registered since 2016CRD 282624SEC# 801-107624Buffalo, NY
Export (members)
Reg. AUM
$819.3M
Employees
10
Accounts
2,038
Location
Buffalo, NY

Sterling Investment Counsel, LLC assets under management

Sterling Investment Counsel, LLC is an SEC-registered investment adviser based in Buffalo, NY. The firm has been registered since 2016. It reports $819.3 million in regulatory assets under management and employs 10 people.

Sterling Investment Counsel, LLC owners & executives

5 reported
NameTitleOwnershipSince
Christopher Michael Marks ControlManaging Member & Chief Compliance Officer25-50%2016
Cynthia Eileen Vance ControlManaging Member/Chief Executive Officer25-50%2016
John Lawrence LangerMemberUnder 5%2016
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Sterling Investment Counsel, LLC manage?

Sterling Investment Counsel, LLC reports $819.3 million in regulatory assets under management on its Form ADV.

How many employees does Sterling Investment Counsel, LLC have?

Sterling Investment Counsel, LLC reports 10 employees.

Where is Sterling Investment Counsel, LLC located?

Sterling Investment Counsel, LLC is based in Buffalo, NY and has been SEC-registered since 2016.

Does Sterling Investment Counsel, LLC disclose fund performance?

Sterling Investment Counsel, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address360 Delaware Avenue, Suite 400, Buffalo, NY 14202
Phone(716) 783-7054
Fax(716) 783 - 7068
Office hours9:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$813.6M
Non-discretionary$5.7M
Total (RAUM)$819.3M