STERLING INVESTMENT PARTNERS ADVISERS, LLC
Firm details
- Headquarters
- GREENWICH, Connecticut
- CRD number
- 156946
- Registered since
- March 30, 2012
- Website
- www.sterlinglp.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1PEI XU
Chief Financial OfficerCRD 7684194
Contacts
3 of 3DOUGLAS NEWHOUSE
Co-Founder & Senior AdvisorCRD 1071362
MORRIS MACEY
t Co-Founder & Managing PartnerCRD 1368619
CHARLES SANTORO
Managing Partner & Co-FounderCRD 2150657
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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