BURNHAM STERLING ASSET MANAGEMENT LLC

RIASEC RegisteredEst. 2024
Total AUM
$207M
Discretionary
$207M
100% of AUM
Avg account
$207M
Accounts
1
Employees
6
Advisory reps
2

Firm details

Headquarters
COS COB, Connecticut
CRD number
283907
Registered since
July 25, 2024
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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • JOONHO LEE

    CCO and CFOCRD 2900218

Contacts

1 of 1
  • MICHAEL MORGAN

    OwnerCRD 3176778

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth