{ "crd_number": 156946, "slug": "sterling-investment-partners-advisers-llc-greenwich-ct-156946", "primary_business_name": "STERLING INVESTMENT PARTNERS ADVISERS, LLC", "legal_name": "STERLING INVESTMENT PARTNERS ADVISERS, LLC", "dbas": [ "STERLING INVESTMENT PARTNERS MANAGEMENT III, L.L.C.", "STERLING INVESTMENT PARTNERS MANAGEMENT IV, L.L.C.", "STERLING INVESTMENT PARTNERS MANAGEMENT V, L.L.C.", "STERLING INVESTMENT PARTNERS XK OPPORTUNITIES MANAGEMENT, L.L.C." ], "city": "Greenwich", "state": "CT", "country": "United States", "cbsa_code": "14860", "metro": { "cbsa_code": "14860", "common_name": "Bridgeport", "msa_name": "Bridgeport-Stamford-Danbury, CT", "path": "/advisors/ct/bridgeport" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2012-03-30", "years_registered": 14, "period": "2026-10-01", "filing_date": "2026-03-31", "carried_forward": false, "raum_total": 3943513537.0, "raum_discretionary": 3943513537.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 24, "advisory_employees": 17, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 3943513537.0, "count": 6 } }, "compensation_types": [ "other", "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CT" ], "websites": [ "https://linkedin.com/COMPANY/STERLING-INVESTMENT-PARTNERS", "https://sterlinglp.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/156946", "city_as_filed": "GREENWICH", "url": "https://advisorcensus.com/firm/sterling-investment-partners-advisers-llc-greenwich-ct-156946", "display_name": "Sterling Investment Partners Advisers, LLC", "summary": "Sterling Investment Partners Advisers, LLC is an SEC-registered investment advisory firm in Greenwich, CT, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.", "citation": "AdvisorCensus. Sterling Investment Partners Advisers, LLC (CRD 156946): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees", "Other" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Sterling Investment Partners Advisers, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Sterling Investment Partners Advisers, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Sterling Investment Partners Advisers, LLC located?", "a": "Sterling Investment Partners Advisers, LLC's principal office is in Greenwich, CT, according to its Form ADV." }, { "q": "Is Sterling Investment Partners Advisers, LLC registered with the SEC or a state?", "a": "Sterling Investment Partners Advisers, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 156946." }, { "q": "How much does Sterling Investment Partners Advisers, LLC manage?", "a": "Sterling Investment Partners Advisers, LLC reports $3,943,513,537 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)." }, { "q": "How have Sterling Investment Partners Advisers, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Sterling Investment Partners Advisers, LLC: Regulatory assets under management: $1,642,563,718 in the October 2021 data and $3,943,513,537 in the October 2026 data, up 140%. Total employees: 18 in October 2021 and 24 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Sterling Investment Partners Advisers, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (6)." }, { "q": "Does Sterling Investment Partners Advisers, LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/156946" }, { "q": "What changed in Sterling Investment Partners Advisers, LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Added the business name Sterling Investment Partners XK Opportunities Management, L.L.C.. Added the business name Sterling Investment Partners Management V, L.L.C.. Employees performing advisory functions went from 14 to 17. Regulatory assets under management went from $1,850,452,416 to $3,943,513,537 (+113%)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 1642563718.0, "total_employees": 18, "filing_date": "2021-03-31" }, { "period": "2022-10-01", "regulatory_assets_under_management": 1616540703.0, "total_employees": 17, "filing_date": "2022-03-31" }, { "period": "2023-10-01", "regulatory_assets_under_management": 1985904621.0, "total_employees": 18, "filing_date": "2023-03-30" }, { "period": "2024-10-01", "regulatory_assets_under_management": 1706162409.0, "total_employees": 20, "filing_date": "2024-04-29" }, { "period": "2025-10-01", "regulatory_assets_under_management": 1850452416.0, "total_employees": 21, "filing_date": "2025-05-21" }, { "period": "2026-10-01", "regulatory_assets_under_management": 3943513537.0, "total_employees": 24, "filing_date": "2026-03-31" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Added the business name Sterling Investment Partners XK Opportunities Management, L.L.C..", "Added the business name Sterling Investment Partners Management V, L.L.C..", "Employees performing advisory functions went from 14 to 17.", "Regulatory assets under management went from $1,850,452,416 to $3,943,513,537 (+113%)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/sterling-investment-partners-advisers-llc-greenwich-ct-156946.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 6, "fewer_than_5": false, "raum": 3943513537.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/156946", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }