STERLING ROAD

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
321070

Firm profile

FINTRX

Overview

Sterling Road is a small limited liability company that operates primarily as a sponsor and general partner of pooled investment vehicles. The firm’s visible activity centers on advising private funds—most notably venture capital vehicles—rather than running a traditional advisory business with retail or institutional advisory accounts. Public disclosures indicate the firm is organized around fund formation and fund management activities: sourcing deals, acting as managing member, and serving as GP for pooled capital structures. Sterling Road is not positioned as a multi-state registered adviser or a dedicated capital allocator, and it does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • ASHLEY RUST

    Managing PartnerCRD 6411860

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

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
2021 Fillmore St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth