Investment adviser · CRD 106822

STERLING CAPITAL MANAGEMENT INC

Investment adviser filing (IA)

BROOKFIELD, WI, United States · Form ADV filed Mar 24, 2026

Regulatory AUM: $297M
Client accounts: 388
Employees: 3
Advisory professionals: 3

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	123	$181,703,200	61.2%
Charities	5	$60,087,714	20.2%
Individuals	210	$45,556,871	15.3%
Other clients	41	$3,880,602	1.3%
Corporations & businesses	7	$3,626,615	1.2%
Retirement plans	Fewer than 5	$2,091,817	0.7%

Filing source

Form ADV 2059725 · Mar 24, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

STERLINGWORTH CAPITAL PARTNERS, L.P.Hedge Fund · Last reported Jun 9, 2022$743KGross asset value

Fund administrator CORE FUND SOLUTIONS, LLC LOS ALTOS, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor MICHAEL COGLIANESE CPA, P.C. BLOOMINGDALE, Illinois, United States

Prime broker INTERACTIVE BROKERS GREENWICH, Connecticut, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: No
Administrator other than the adviser: Yes
External marketing: No

MICHAEL COGLIANESE CPA, P.C.
PCAOB 3874

Fund details & source

Fund ID: 805-7176275949
Reported beneficial owners: 4
Minimum commitment: $1M

Form ADV 1657668 · Jun 9, 2022 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 24, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed · Performance-based

Principal office

17160 W. NORTH AVE, SUITE 200
BROOKFIELD, WI, 53005, United States

CRD 106822

Filing source

Form ADV 2059725 · Mar 24, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.