STERLING INVESTORS LP other names

{{ Info.Overview }}
Revenue: {{ Info.Revenue | formatUSD }} Headquarters: {{ Info.Headquarters }}
{{ Info.Homepage }}

Adviser Profile

As of Date:

03/27/2024

Adviser Type:

- Large advisory firm

Number of Employees:

11

of those in investment advisory functions:

6

Registration:

SEC, Approved, 1/21/2021

AUM:

410,750,000

of that, discretionary:

410,750,000

Private Fund GAV:

410,750,000

Avg Account Size:

410,750,000

SMA’s:

NO

Private Funds:

1

Contact Info

212 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
411M 352M 293M 235M 176M 117M 59M
2020 2021 2022 2023

Recent News

The 200 Year Pound to Dollar Exchange Rate History - From $5 in 1800s to Today's $1.29
04/01/2021

Former hedge fund manager and head of research at QuotedData, James Carthew, wrote, “The expense of the First World War took its toll on sterling as the currency was allowed to float ...

exchangerates.org.uk

African Alliance investor accounts move to Sterling
03/26/2021

Investors who have yet to move their shares from African Alliance Investment Bank after it ceased offering stockbroking services will now have their holdings transferred to Sterling Capital.

businessdailyafrica.com

Event Voice: Your Questions Answered by Canada Life Asset Management at the Investment Week Fund Selector Briefing Scotland
03/25/2021

We believe that adopting a truly global approach to fixed income allows the Fund to deliver significant return & diversification benefits for sterling investors, as part of a balanced fixed income allocation. Managed by David Arnaud & KJ Sinha, the Fund ...

investmentweek.co.uk

“The balanced fund is dead”: How to manage bonds when yields are historically low
03/24/2021

You could say that risk parity funds take that one or two steps further ... but also the US dollar is a risk-off currency for euro and sterling investors,” Dietz said. “And then all the way on the other side, we typically think of sterling as a ...

trustnet.com

New Star Investment Trust PLC: Interim -2-
03/22/2021

By comparison, the Investment Association (AI) Mixed Investment 40-85% Shares sector, a peer group of funds with a multi-asset approach to investing and a typical investment in global equities in ...

finanznachrichten.de

Exchange traded funds: profit from the City’s best-kept secret
03/21/2021

A fund offering a FTSE 100 ETF ... But that shouldn't necessarily put sterling investors off. Although the dollar is currently weak, sterling too is now on the slide as the UK economy falters ...

moneyweek.com


Private Funds Structure

Fund Type Count GAV
Real Estate Fund 1 $410,750,000

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM # funds
TRUMAN CAPITAL ADVISORS, LP - - - 319.1m - - - 319.1m 319.1m 1
HAWKEYE PARTNERS, LP - - - 264.9m - - - 264.9m 264.9m 3
GOLDENROD CAPITAL ADVISORS, LLC - - - - - - - - 422.7m -
OAKWOOD REAL ESTATE PARTNERS, LLC - - - 400.6m - - - 400.6m 480.3m 18
LINCHRIS CAPITAL MANAGEMENT, LLC - - - 498.9m - - - 498.9m 498.9m 16
WATTS GWILLIAM & COMPANY, LLC - - 3.2m 5.3m - - - 8.5m 604.6m 3
BLOOMFIELD CAPITAL HOLDINGS, LLC - - - 296.4m - - - 296.4m 402.7m 4
XEBEC ASSET MANAGEMENT, LLC - - - 426.9m - - - 426.9m 426.9m 8
PENDER CAPITAL MANAGEMENT, LLC - - - 50.0m - - - 50.0m 389.1m 1
CP CAPITAL (US) PARTNERS LP - - - 152.1m - - - 152.1m 302.9m 7

Private Funds



Employees




Brochure Summary

Overview

Sterling Investors, LP is a Delaware limited partnership formed in September 2019 with its principal office in New York, NY. Sterling Investors GP, LLC is the general partner of Sterling and Khaled Kudsi is the managing member and principal owner (the “Principal”) of Sterling Investors GP, LLC. Sterling provides investment advisory services to a private fund, Sterling Investors Fund I, LP (the “Fund”), a Delaware limited partnership. The Fund will exclusively invest in real estate opportunities in North America and Western Europe. Sterling intends to manage the Fund pursuant to investment guidelines set forth in the relevant governing and offering documents of the Fund, including any limited partnership agreement, term sheet, private placement memorandum and/or subscription agreement (each an “Offering Document”, and collectively, the “Offering Documents”). The Offering Documents contain more detailed information about the Fund, including a description of the investment objective and strategy or strategies employed by the Fund and related restrictions that serve as a limitation on Sterling’s advice or management. Sterling will not tailor its advisory services to the individual investors in the Fund (each an “Investor” and collectively the “Investors”), or provide Investors with the right to specify, or restrict the Fund’s investment objectives or any investment or trading decisions. Accordingly, an investment in the Fund does not create a client-adviser relationship between such Investors and Sterling. The Fund is expected to rely on the exception
from the definition of an “investment company” provided by Section 3(c)(7) of the U.S. Investment Company Act of 1940, as amended (the “1940 Act”). Each Investor is strongly encouraged to undertake appropriate due diligence, including but not limited to a review of relevant Offering Documents and the additional details about Sterling’s investment strategies, methods of analysis and related risks (as discussed in Item 8 of this Brochure and the Fund’s Offering Documents) in considering whether Sterling’s advisory services, or an investment in the Fund are appropriate to its own circumstances, based on all relevant factors including, but not limited to, the Investor’s own investment objectives, liquidity requirements, tax situation and risk tolerance before making an investment decision. The general partner of the Fund is Sterling Investors Associates I, LP (the “General Partner”), a Delaware limited partnership. The General Partner will have ultimate responsibility for decisions relating to management and operations made on behalf of the Fund and will have ultimate responsibility for the investment decisions made on behalf of the Fund but has delegated certain responsibilities to Sterling. Additional detailed information about Sterling is provided below, including information about Sterling’s advisory services, investment approach, personnel and affiliations. Sterling does not participate in wrap fee programs. As of December 31, 2023, Sterling managed $410,750,000 in regulatory assets under management (“RAUM), all on a discretionary basis.