THE STERLING GROUP, L.P.

RIASEC RegisteredEst. 2012
Total AUM
$9B
Discretionary
$9B
100% of AUM
Avg account
$451M
Accounts
20
Employees
87
Advisory reps
8

Firm details

Headquarters
HOUSTON, Texas
CRD number
157406
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

The Sterling Group, L.P. is a limited partnership registered with the SEC in 2012 that operates primarily as a private equity manager and sponsor. The firm serves institutional investors and acts as portfolio manager for pooled investment vehicles while also taking sponsor/GP and managing-member roles on its funds. Its business model combines running private funds with deploying capital through pooled structures and relationships with external managers. Investment activity centers on private market strategies, with the firm identifying and managing private equity opportunities and allocating to private credit. The Sterling Group charges a mix of percentage-of-AUM and performance-based fees and records itself as an active ESG investor, which it integrates into due diligence and ongoing portfolio oversight across its pooled vehicles and sponsored funds.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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
  • BRANDON BAUDIN

    Chief Financial OfficerCRD 4131055

Contacts

3 of 7
  • BRADLEY STALLER

    PartnerCRD 4431194

  • DAVID HENRY

    PartnerCRD 4999629

  • REYMOND WALLACE

    PartnerCRD 5929249

Unlock 4 more contacts

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

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
9 Greenway Plz
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth