Sterling Capital Management Inc
● SEC registered since 1997CRD 106822SEC# 801-54107Brookfield, WI
Reg. AUM
$296.9M
Employees
3
Accounts
388
Location
Brookfield, WI
Sterling Capital Management Inc assets under management
Sterling Capital Management Inc operates as an SEC-registered investment adviser based in Brookfield, WI. The firm has been registered since 1997. It reports $296.9 million in regulatory assets under management and employs 3 people.
Sterling Capital Management Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Thomas John Portz Control | Ceo/Chief Compliance Officer | Over 75% | 2023 |
| Timothy John Portz Control | President | Under 5% | 2023 |
Frequently asked questions
How much does Sterling Capital Management Inc manage?
Sterling Capital Management Inc reports $296.9 million in regulatory assets under management on its Form ADV.
How many employees does Sterling Capital Management Inc have?
Sterling Capital Management Inc reports 3 employees.
Where is Sterling Capital Management Inc located?
Sterling Capital Management Inc is based in Brookfield, WI and has been SEC-registered since 1997.
Does Sterling Capital Management Inc disclose fund performance?
Sterling Capital Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 17160 W. North Ave, Suite 200, Brookfield, WI 53005 |
| Phone | 262-970-9700 |
| Fax | 262-362-4997 |
| Office hours | 8:00a.m. To 4:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$296.9M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$296.9Mregulatory AUM
Discretionary $227.4MNon-discretionary $69.6M