Sterling Investors LP

RIASEC RegisteredEst. 2021
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$568M
Accounts
2
Employees
15
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
311318
Registered since
January 21, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Sterling Investors LP is a limited partnership organized as a real estate fund manager that provides portfolio management for pooled investment vehicles. The firm is SEC-registered (2021) and serves institutional clients. It acts as sponsor/GP and managing member of pooled vehicles rather than as a traditional capital allocator. Compensation combines a percentage-of-AUM fee with performance-based fees. Sterling Investors is not an active ESG investor and does not operate as a multi-state or pension-consulting adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Khaled Kudsi

    Khaled Kudsi

    President and Chief Executive OfficerCRD 6031130

  • Michael Fronte

    Michael Fronte

    Chief Financial OfficerCRD 7438217

Wealth teams

FINTRX

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

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, 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
New York
Address
712 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth