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Sterling Investment Partners Advisers, LLC

● SEC registered since 2012CRD 156946SEC# 801-73976Greenwich, CT
Export (members)
Ranks #1,520 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$3.94B
Fund GAV
$3.94B
Private funds
6
Employees
24
Accounts
6
Location
Greenwich, CT

Sterling Investment Partners Advisers, LLC assets under management

Sterling Investment Partners Advisers, LLC operates as an SEC-registered investment adviser based in Greenwich, CT. The firm has been registered since 2012. It reports $3.9 billion in regulatory assets under management and employs 24 people. Sterling Investment Partners Advisers, LLC manages 6 private funds with combined gross assets of $3.9 billion, including Sterling Investment Partners V. LP. By regulatory assets, it ranks 1,520 of 6,004 private fund managers.

Sterling Investment Partners Advisers, LLC private funds

6 funds · $3.94B GAV
FundTypeGross assetsMin.
Sterling Investment Partners V. LP.Private Equity$1.44B$100K
Sterling Investment Partners IV, L.P.Private Equity$940.2M$5M
Sterling Investment Partners Xk Opportunities Fund, L.P.Private Equity$462.9M$50K
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Sterling Investment Partners Advisers, LLC owners & executives

4 reported
NameTitleOwnershipSince
Charles William Santoro ControlManaging Member25-50%1999
Douglas Lorie Newhouse ControlManaging Member25-50%1999
Morris William Macey ControlManaging Member And Chief Compliance Officer25-50%1999
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Frequently asked questions

How much does Sterling Investment Partners Advisers, LLC manage?

Sterling Investment Partners Advisers, LLC reports $3.9 billion in regulatory assets under management on its Form ADV.

How many private funds does Sterling Investment Partners Advisers, LLC manage?

Sterling Investment Partners Advisers, LLC manages 6 private funds with combined gross assets of $3.9 billion.

How many employees does Sterling Investment Partners Advisers, LLC have?

Sterling Investment Partners Advisers, LLC reports 24 employees.

Where is Sterling Investment Partners Advisers, LLC located?

Sterling Investment Partners Advisers, LLC is based in Greenwich, CT and has been SEC-registered since 2012.

Does Sterling Investment Partners Advisers, LLC disclose fund performance?

Sterling Investment Partners Advisers, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address145 Mason Street, 3rd Floor, Greenwich, CT 06830
Phone203-226-8711
Fax203-454-5780
Office hours9:00 a.m. To 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Umbrella registrationYes
Discloses disciplinary historyNo

Regulatory AUM

$3.94B▲ 113%
Mar '25 — $1.85BApr '25 — $1.85BMay '25 — $1.85BJun '25 — $1.85BJul '25 — $1.85BAug '25 — $1.85BSep '25 — $1.85BOct '25 — $1.85BNov '25 — $1.85BDec '25 — $1.85BJan '26 — $1.85BFeb '26 — $1.85BMar '26 — $3.94BApr '26 — $3.94BMay '26 — $3.94BJun '26 — $3.94B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 15%
Larger than 85% of 16,271 advisers
AUM vs fund managersTop 25%
Larger than 75% of 6,004 private-fund managers
Number of fundsTop 36%
More funds than 64% of fund managers
EmployeesTop 21%
More than 79% of 16,825 advisers

Assets under management

$3.94Bregulatory AUM
Discretionary $3.94B