Per Stirling Capital Management, LLC
● SEC registered since 2009CRD 151671SEC# 801-70707Austin, TX
Reg. AUM
$1.57B
Employees
30
Accounts
3,766
Location
Austin, TX
Per Stirling Capital Management, LLC assets under management
Per Stirling Capital Management, LLC is a registered investment adviser overseen by the SEC based in Austin, TX. The firm has been registered since 2009. It reports $1.6 billion in regulatory assets under management and employs 30 people.
Per Stirling Capital Management, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amber Jean Bell Control | Chief Compliance Officer | Under 5% | 2022 |
| Carol Elois Sheffield Control | Chief Operations Officer | Under 5% | 2021 |
| John Per Osullivan Control | Managing Member | 25-50% | 2009 |
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Join to unlock · $37/moFrequently asked questions
How much does Per Stirling Capital Management, LLC manage?
Per Stirling Capital Management, LLC reports $1.6 billion in regulatory assets under management on its Form ADV.
How many employees does Per Stirling Capital Management, LLC have?
Per Stirling Capital Management, LLC reports 30 employees.
Where is Per Stirling Capital Management, LLC located?
Per Stirling Capital Management, LLC is based in Austin, TX and has been SEC-registered since 2009.
Does Per Stirling Capital Management, LLC disclose fund performance?
Per Stirling Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4800 Bee Caves Road, Austin, TX 78746 |
| Phone | 512-628-2300 |
| Fax | 512-551-0050 |
| Office hours | 8a.m. - 4:30p.m. By Appointment |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1689933 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.57B▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 26%
Larger than 74% of 16,271 advisers
EmployeesTop 18%
More than 82% of 16,825 advisers
Assets under management
$1.57Bregulatory AUM
Discretionary $1.57B