B.D. STERLING

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SUGAR LAND, Texas
CRD number
338917

Firm profile

FINTRX

Overview

B.D. Sterling operates as a limited liability company and engages in various investment activities. The firm is classified as unclassified, indicating a broad range of potential investment strategies without a specific focus. While specific investment preferences and areas of manager allocation interest are not disclosed, the firm does not identify as an active ESG investor, suggesting that its investment strategies may not prioritize environmental, social, and governance factors.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Dhruv Datta

    Co-Founder and Co-Chief Investment OfficerCRD 8166914

  • Bhuvan Siddaveerappa

    Co-Founder, CEO & CIOCRD 8168260

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SUGAR LAND, TX

FORT BEND

Location

SUGAR LAND, TX

Headquartered in SUGAR LAND, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
FORT BEND
Address
7739 Northwoods Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth