# Sterling Investors LP

> Sterling Investors LP is an SEC-registered investment advisory firm in New York, NY, registered since 2021, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 12, 2026.

- CRD: 311318
- Filed as: STERLING INVESTORS LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: May 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/311318
- AdvisorCensus page: https://advisorcensus.com/firm/sterling-investors-lp-new-york-ny-311318

## Quick answers

**How is Sterling Investors LP compensated?**
On its Form ADV (Item 5.E, October 2026), Sterling Investors LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**How much does Sterling Investors LP charge?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: 1.25% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Sterling Investors LP located?**
Sterling Investors LP's principal office is in New York, NY, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Sterling Investors LP registered with the SEC or a state?**
Sterling Investors LP is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 311318.

**How much does Sterling Investors LP manage?**
Sterling Investors LP reports $1,136,893,000 in regulatory assets under management in its Form ADV filing dated May 12, 2026 (100% discretionary).

**How have Sterling Investors LP's assets and staff changed since 2021?**
In the Form ADV data for Sterling Investors LP: Regulatory assets under management: $149,250,000 in the October 2021 data and $1,136,893,000 in the October 2026 data, up 662%. Total employees: 5 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Sterling Investors LP serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2).

**Does Sterling Investors LP report any disciplinary disclosures?**
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/311318

**Does Sterling Investors LP state an account minimum?**
Its Form ADV Part 2A brochure dated March 30, 2026 says: "In general, the current minimum investment commitment required of an Investor to participate in each Funds are $10,000,000; however, the General Partner of the Funds has discretion to increase or reduce the minimum investment commitment."

**What changed in Sterling Investors LP's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 7. Regulatory assets under management went from $437,351,000 to $1,136,893,000 (+160%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Asset-based fee: 1.25% of assets a year

> The Funds will pay an annual management fee (the “Management Fee”) of 1.25% per annum of each Investor’s capital commitment during the Funds’ commitment period and of 1.25% of each Investor’s invested capital after the Funds’ commitment period.

- Account minimum: $10,000,000 (the brochure says it may be waived or negotiated)

> In general, the current minimum investment commitment required of an Investor to participate in each Funds are $10,000,000; however, the General Partner of the Funds has discretion to increase or reduce the minimum investment commitment.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $1,136,893,000
- Discretionary: $1,136,893,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $1,136,893,000 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 15 total, 7 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Dallas, TX

### Websites listed on Form ADV (Item 1.I)
- sterling-investors.com
- LinkedIn @sterling-investors-lp

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $149,250,000 | 5 | September 23, 2021 |
| October 2022 | $410,750,000 | 11 | March 30, 2022 |
| October 2023 | $410,750,000 | 11 | March 31, 2023 |
| October 2024 | $410,750,000 | 11 | March 27, 2024 |
| October 2025 | $437,351,000 | 12 | March 31, 2025 |
| October 2026 | $1,136,893,000 | 15 | May 12, 2026 |

Regulatory assets under management: $149,250,000 in the October 2021 data and $1,136,893,000 in the October 2026 data, up 662%.
Total employees: 5 in October 2021 and 15 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 7.
- Regulatory assets under management went from $437,351,000 to $1,136,893,000 (+160%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sterling Investors LP (CRD 311318): Form ADV filing data as of October 2026.