Adviser Profile
| As of Date | 07/27/2024 |
| Registration status | Registration Changed to BURNHAM STERLING ASSET MANAGEMENT LLC |
| ADV Location | COS COB, CT, United States |
| Contact Info | 203 xxxxxxx |
| Websites |
| AUM* | 200,000,000 |
| of that, discretionary | 200,000,000 |
| Number of Employees | 4 100% |
| of those in investment advisory functions | 4 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 200,000,000 |
| SMA’s | No |
| Private Funds | 0 1 |
Adviser Type
Client Types
- Pooled investment vehicles
Advisory Activities
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
1
1
1
1