STERLING CAPITAL MANAGEMENT INC other names

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Adviser Profile

As of Date:

03/29/2024

Adviser Type:

- Large advisory firm

Number of Employees:

3

of those in investment advisory functions:

2

Registration:

SEC, Approved, 3/24/1997

AUM:

213,911,816 21.77%

of that, discretionary:

152,603,198 24.92%

Private Fund GAV:

0 -100.00%

Avg Account Size:

551,319 9.22%

% High Net Worth:

15.21% -16.00%

SMA’s:

YES

Private Funds:

0

Contact Info

262 xxxxxxx

Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
159M 136M 113M 91M 68M 45M 23M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Sterling Capital reports Standard Chartered Bank Kenya cuts government bond investment
11/22/2023

investing.com

Sterling Capital Corporate Fund Class C Shares
04/03/2021

© 2021 Insider Inc. and finanzen.net GmbH (Imprint). All rights reserved. Registration on or use of this site constitutes acceptance of our Terms of Service and ...

markets.businessinsider.com

Who’s Afraid Of Virginia Wolf – Final Two Nights & Future Lineup!
04/02/2021

The Center for The Arts at Kayenta Has A Serious Lineup Just for You! St. George Chamber Singers. The 3 Redneck Tenors. Lorraine Boccardo Theater at CFAK

suindependent.com

Sterling Capital Behavioral Large Cap Value Equity Fund;Inst
04/01/2021

The Fund seeks to provide long-term capital appreciation. The Fund will select holdings based on a number of factors, such as valuation, price momentum and earnings revisions, and also takes into ...

Barrons

Sterling Capital Stratton Small Cap Value Fund A Shares
03/31/2021

© 2021 Insider Inc. and finanzen.net GmbH (Imprint). All rights reserved. Registration on or use of this site constitutes acceptance of our Terms of Service and ...

markets.businessinsider.com

Sterling Capital North Carolina Intermediate Tax-Free Fund;Inst
03/31/2021

The Fund seeks current income consistent with preservation of capital. The Fund invests at least 80% of its assets in municipal securities includes municipal notes & bonds, general obligation ...

Wall Street Journal

Private Funds



Employees




Brochure Summary

Overview

A. Description of the Advisory Found it in February 1997, Sterling Capital Management, Inc., Inc. (“SCM”) is a corporation that was established in the state of Wisconsin and maintains offices in Brookfield, WI. Tom Portz, CFP, is the sole owner of Sterling Capital Management, Inc. SCM Provides investment advisory, financial planning, and consulting services to individuals, corporations, and nonprofit organizations on discretionary and on discretionary basis. B. Types of Advisory Services SCM provides investment advisory, financial planning, and consulting services to individuals, corporations, and nonprofit organizations on discretionary and on discretionary basis. C. Client Tailored
Services and Client Imposed Restrictions Clients, on the other hand, can impose reasonable restrictions on their investment portfolios. The reasonableness of a requested restriction is determined by Sterling at its sole discretion. Examples might include avoiding tobacco companies or avoiding the purchase of stock of a company that competes with the client’s employer. These restrictions should be submitted to the advisor in writing. D. Assets Under Management As of December 31, 2023, Sterling Capital Management, Inc. managed approximately $152,603,198 on a discretionary and $61,308,618 on a non-discretionary basis, totaling $213,911,816 regulatory assets under management.