Sterling Capital Management LLC
● SEC registered since 2005CRD 135405SEC# 801-64257Charlotte, NC
Reg. AUM
$69.23B
Employees
186
Accounts
3,508
Location
Charlotte, NC
Sterling Capital Management LLC assets under management
Sterling Capital Management LLC is an investment advisory firm registered with the SEC based in Charlotte, NC. The firm has been registered since 2005. It reports $69.2 billion in regulatory assets under management and employs 186 people.
Sterling Capital Management LLC owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Arnold Durham Control | Managing Director, Chief Compliance Officer | Under 5% | 2018 |
| Guardian Capital US Asset Management LLC Control | Member | Over 75% | 2024 |
| Jason Toledano Control | Chief Financial Officer | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Sterling Capital Management LLC manage?
Sterling Capital Management LLC reports $69.2 billion in regulatory assets under management on its Form ADV.
How many employees does Sterling Capital Management LLC have?
Sterling Capital Management LLC reports 186 employees.
Where is Sterling Capital Management LLC located?
Sterling Capital Management LLC is based in Charlotte, NC and has been SEC-registered since 2005.
Does Sterling Capital Management LLC disclose fund performance?
Sterling 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 | 4350 Congress Street, Suite 1000, Charlotte, NC 28209 |
| Phone | 704-927-4175 |
| Fax | 704-376-8127 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1329883 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$69.23B▲ 5%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 2%
Larger than 98% of 16,271 advisers
EmployeesTop 4%
More than 96% of 16,825 advisers
Assets under management
$69.23Bregulatory AUM
Discretionary $69.15BNon-discretionary $85.3M