STERLING CAPITAL MANAGEMENT LLC

Overview

Sterling Capital Management LLC is an investment manager that tilts toward fixed-income solutions while maintaining meaningful equity exposure through pooled vehicles and index funds. The firm acts as a capital allocator across individual and institutional clients, offering discretionary portfolio management, financial planning and manager selection. Its filings identify investment-grade corporate bonds as the single largest asset class on the platform, indicating a liability-aware, yield-focused orientation. At the same time, equity exposure — often accessed via mutual funds and ETFs — appears in the firm’s 13F filings, with a sizable passive large-cap position at the top of the list. Sterling uses a fee mix that includes percentage-of-AUM, fixed fees and performance-based arrangements, suggesting it serves both traditional advisory relationships and customized institutional or separate-account mandates. The firm is not flagged as an active ESG investor and lists a range of business activities that include management of pooled vehicles and selection of sub‑advisers, so it combines in-house portfolio construction with third-party manager allocation.

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Public Holdings

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Location & Offices