STERLING BAY CAPITAL ADVISERS, LLC

RIASEC RegisteredEst. 2016
Total AUM
$298M
Discretionary
$298M
100% of AUM
Avg account
$24.8M
Accounts
12
Employees
22
Advisory reps
6

Firm details

Headquarters
CHICAGO, Illinois
CRD number
172242
Registered since
February 9, 2016
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Sterling Bay Capital Advisers, LLC is a limited liability company that manages pooled real estate investment vehicles for institutional clients. The firm is built around portfolio management of closed-end and open-end real estate funds, acting in sponsor and general partner roles for those vehicles while also performing brokerage-type activities tied to property transactions. Fee arrangements combine asset-based management fees with performance-linked components and other fee lines you typically see with fund sponsors. Investment emphasis sits squarely on real estate strategies, with manager allocations directed at both direct property exposures and manager-led pooled funds. The firm identifies as an active ESG investor, which indicates ESG considerations are integrated into its underwriting, asset management, and disposition processes. Sterling Bay Capital Advisers is not positioned primarily as a capital allocator; rather, it operates as an adviser and sponsor that structures and runs real estate funds and related vehicles for institutional investors.

Assets & Accounts

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

3 of 4
  • JESSICA SIMONS

    Principal, Chief Legal OfficerCRD 8047767

  • ANDREW GLOOR

    Chief Executive OfficerCRD 6397302

  • MATTHEW MENNA

    Principal, Chief Design OfficerCRD 2428030

Unlock 1 more executives

Contacts

2 of 2
  • Keating Crown

    Managing PrincipalCRD 7245449

  • Chang Lee

    Managing PrincipalCRD 7245450

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
939 W Fulton Market
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth