STERLING INVESTMENT PARTNERS ADVISERS, LLC

RIASEC RegisteredEst. 2012
Total AUM
$3.9B
Discretionary
$3.9B
100% of AUM
Avg account
$657M
Accounts
6
Employees
24
Advisory reps
4

Firm details

Headquarters
GREENWICH, Connecticut
CRD number
156946
Registered since
March 30, 2012
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 Investment Partners Advisers, LLC is a private equity–focused adviser that manages pooled investment vehicles for institutional clients. Formed as an LLC and registered with the SEC in 2012, the firm operates as an adviser, sponsor and managing member of private funds rather than as a broad retail wealth manager. Its business model centers on portfolio management of pooled vehicles—primarily private equity funds—and the firm reports acting as general partner and fund sponsor in that capacity. The firm targets institutional limited partners and uses a fee mix that includes a percentage of assets under management and performance-based fees, consistent with typical private equity economics. Sterling Investment Partners Advisers, LLC also identifies as an active ESG investor, which suggests ESG factors are incorporated into manager selection, deal evaluation or ongoing portfolio monitoring for its funds.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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
  • PEI XU

    Chief Financial OfficerCRD 7684194

Contacts

3 of 3
  • DOUGLAS NEWHOUSE

    Co-Founder & Senior AdvisorCRD 1071362

  • MORRIS MACEY

    t Co-Founder & Managing PartnerCRD 1368619

  • CHARLES SANTORO

    Managing Partner & Co-FounderCRD 2150657

Wealth teams

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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

GREENWICH, CT

FAIRFIELD

Location

GREENWICH, CT

Headquartered in GREENWICH, 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
145 Mason St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth