BURNHAM STERLING ASSET MANAGEMENT LLC
Firm details
- Headquarters
- COS COB, Connecticut
- CRD number
- 283907
- Registered since
- July 25, 2024
- Website
- burnhamsterling.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Burnham Sterling Asset Management LLC is an SEC-registered investment adviser organized as a limited liability company that focuses on private equity and other alternative strategies for institutional clients. The firm serves as sponsor and general partner for pooled investment vehicles and performs portfolio management for both pooled vehicles and business or institutional balance sheets. It is registered to act as a commodity pool operator/commodity trading adviser, which indicates active use of commodity-linked vehicles alongside its private fund activity. The firm’s business model centers on operating private pooled vehicles rather than acting primarily as a multi-manager allocator. Fee arrangements combine a percentage-of-assets under management with performance-based fees, aligning manager compensation with fund outcomes. Burnham Sterling does not position itself as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1JOONHO LEE
CCO and CFOCRD 2900218
Contacts
1 of 1MICHAEL MORGAN
OwnerCRD 3176778
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
COS COB, CT
FAIRFIELD
Location
COS COB, CT
Headquartered in COS COB, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- FAIRFIELD
- Address
- 29 River Rd
- Time zone
- ET (UTC-5)
- Office locations
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