Burnham Sterling Asset Management LLC
● SEC registered since 2024CRD 283907SEC# 801-130731Cos Cob, CT
Ranks #5,072 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$206.8M
Fund GAV
$206.8M
Private funds
1
Employees
6
Accounts
1
Location
Cos Cob, CT
Burnham Sterling Asset Management LLC assets under management
Burnham Sterling Asset Management LLC is a registered investment adviser overseen by the SEC based in Cos Cob, CT. The firm has been registered since 2024. It reports $206.8 million in regulatory assets under management and employs 6 people. Burnham Sterling Asset Management LLC manages 1 private fund with combined gross assets of $206.8 million, including Saffa Fund I, LP. By regulatory assets, it ranks 5,072 of 6,004 private fund managers.
Burnham Sterling Asset Management LLC private funds
1 funds · $206.8M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Saffa Fund I, LP | Private Equity | $206.8M | $25M |
Burnham Sterling Asset Management LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bsam Holdings LLC Control | Sole Owner | Over 75% | 2022 |
| Joonho Lee Control | Vice President/Chief Compliance Officer | Under 5% | 2015 |
| Michael Dickey Morgan Control | Executive Managing Director | Under 5% | 2015 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Burnham Sterling Asset Management LLC manage?
Burnham Sterling Asset Management LLC reports $206.8 million in regulatory assets under management on its Form ADV.
How many private funds does Burnham Sterling Asset Management LLC manage?
Burnham Sterling Asset Management LLC manages 1 private funds with combined gross assets of $206.8 million.
How many employees does Burnham Sterling Asset Management LLC have?
Burnham Sterling Asset Management LLC reports 6 employees.
Where is Burnham Sterling Asset Management LLC located?
Burnham Sterling Asset Management LLC is based in Cos Cob, CT and has been SEC-registered since 2024.
Does Burnham Sterling Asset Management LLC disclose fund performance?
Burnham Sterling Asset Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 29 River Road, Suite 102, Cos Cob, CT 06807 |
| Phone | 203-862-4800 |
| Office hours | 9:00 a.m. - 6:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$206.8M▲ 6%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
AUM vs fund managersTop 84%
Larger than 16% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$206.8Mregulatory AUM
Discretionary $206.8M