STERLING FUND MANAGEMENT, LLC
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 160338
- Registered since
- March 30, 2012
- Website
- sterlingpartners.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Sterling Fund Management, LLC is an SEC‑registered investment adviser organized as a limited liability company that focuses on managing pooled private equity vehicles for institutional investors. The firm acts as sponsor/GP and portfolio manager for multiple closed‑end funds and is set up to earn both asset‑based fees and performance fees, indicating a carry/style incentive structure common in private equity. Sterling identifies as an active ESG investor and integrates those considerations into its advisory activities. Its client base is institutional rather than retail, and its operational footprint is modest and specialized rather than a broad multi‑state RIA distribution platform. The firm’s business model centers on pooled investment vehicles: it serves as portfolio manager for its own funds and is affiliated with other investment entities that operate as sponsor, GP or managing member. That orientation shows the firm has operational capabilities around fundraising, deal selection, asset management and disposition rather than delivering one‑off advisory mandates to high‑net‑worth individuals.
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
2 of 2MAURY EPSTEIN
Chief Operating Officer & Managing DirectorCRD 6024125
LAUREN YEAGER
General Counsel and Chief Compliance OfficerCRD 8066183
Contacts
3 of 4RUDOLF HOEHNSARIC
Senior Managing DirectorCRD 2818443
JEFFREY ELBURN
Managing DirectorCRD 4281264
STEVEN TASLITZ
Co-FounderCRD 2826397
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 167 N Green St
- Time zone
- CT (UTC-6)
- Office locations
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