Investment adviser · CRD 135405

STERLING CAPITAL MANAGEMENT LLC

Investment adviser filing (IA)

CHARLOTTE, NC, United States · Form ADV filed Jul 15, 2026

Regulatory AUM: $69.2B
Client accounts: 3,508
Employees: 186
Advisory professionals: 64

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
Retirement plans	70	$17,819,725,606	25.7%
Government entities	112	$17,215,106,646	24.9%
Corporations & businesses	271	$15,737,742,278	22.7%
Banks & thrifts	2	$6,165,715,242	8.9%
Investment companies	21	$4,129,657,410	6.0%
Charities	95	$2,722,925,788	3.9%
High-net-worth individuals	1,011	$1,958,224,679	2.8%
Insurance companies	134	$1,814,864,564	2.6%
Individuals	1,777	$800,051,186	1.2%
Pooled investment vehicles	5	$729,264,781	1.1%
Other investment advisers	10	$140,912,254	0.2%

Filing source

Form ADV 2119785 · Jul 15, 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

0 Private funds

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

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 15, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

4350 CONGRESS STREET, SUITE 1000
CHARLOTTE, NC, 28209, United States

CRD 135405

Filing source

Form ADV 2119785 · Jul 15, 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.