Investment adviser · CRD 156946

STERLING INVESTMENT PARTNERS ADVISERS, LLC

Investment adviser filing (IA)

GREENWICH, CT, United States · Form ADV filed Mar 31, 2026

Regulatory AUM: $3.94B
Client accounts: 6
Employees: 24
Advisory professionals: 17

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
Pooled investment vehicles	6	$3,943,513,537	100.0%

Filing source

Form ADV 2061113 · Mar 31, 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

10 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.

STERLING INVESTMENT PARTNERS V. LP.Private Equity Fund · Last reported Mar 31, 2026$1.44BGross asset value

Form D fundraising filings

Sterling Investment Partners V, L.P.

Fund administrator STANDISH MANAGEMENT, LLC WALNUT CREEK, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor GRANT THORTON LLP NEW YORK, New York, United States

Custodian BANK OF AMERICA, N.A WILMINGTON, Delaware, United States Related to adviser: No

Marketer PIPER SANDLER & CO. MINNEAPOLIS, Minnesota, United States Related to adviser: No

Marketer STIFEL, NICOLAUS & COMPANY, INCORPORATED STAMFORD, Connecticut, United States Related to adviser: No

Provider details

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

GRANT THORTON LLP
PCAOB 248

PIPER SANDLER & CO.
CRD 665 · SEC 801-108049

STIFEL, NICOLAUS & COMPANY, INCORPORATED
CRD 793 · SEC 801-10746

Fund details & source

Fund ID: 805-1692083800
Reported beneficial owners: 99
Minimum commitment: $100K
Form D file number: 021-546898

Form ADV 2061113 · Mar 31, 2026 · 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.

STERLING INVESTMENT PARTNERS IV, L.P.Private Equity Fund · Last reported Mar 31, 2026$940MGross asset value

Form D fundraising filings

Sterling Investment Partners IV, L.P.

Fund administrator ANDERSEN TAX NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor GRANT THORNTON LLP NEW YORK, New York, United States

Custodian BANK OF AMERICA, N.A. WILMINGTON, Delaware, United States Related to adviser: No

Custodian SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No

Marketer STIFEL, NICOLAUS & COMPANY, INCORPORATED STAMFORD, Connecticut, United States Related to adviser: No

Provider details

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

GRANT THORNTON LLP
PCAOB 248

STIFEL, NICOLAUS & COMPANY, INCORPORATED
CRD 793 · SEC 801-10746

Fund details & source

Fund ID: 805-4264568038
Reported beneficial owners: 330
Minimum commitment: $5M
Form D file number: 021-355440

Form ADV 2061113 · Mar 31, 2026 · 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.

STERLING INVESTMENT PARTNERS XK OPPORTUNITIES FUND, L.P.Private Equity Fund · Last reported Mar 31, 2026$463MGross asset value

Fund administrator STANDISH MANAGEMENT, LLC WALNUT CREEK, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor GRANT THORTON LLP NEW YORK, New York, United States

Custodian BANK OF AMERICA, N.A. WILMINGTON, Delaware, United States Related to adviser: No

Custodian BMO BANK N.A. CHICAGO, Illinois, United States Related to adviser: No

Marketer EVERCORE GROUP L.L.C. CHICAGO, Illinois, United States Related to adviser: No

Marketer PIPER SANDLER & CO. MINNEAPOLIS, Minnesota, United States Related to adviser: No

Provider details

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

GRANT THORTON LLP
PCAOB 248

EVERCORE GROUP L.L.C.
CRD 42405 · SEC 8-49830

PIPER SANDLER & CO.
CRD 665 · SEC 801-108049

Fund details & source

Fund ID: 805-2762287814
Reported beneficial owners: 64
Minimum commitment: $50K
Form D file number: 021-562740

Form ADV 2061113 · Mar 31, 2026 · 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.

STERLING INVESTMENT PARTNERS XK OPPORTUNITIES FUND-A, L.P.Private Equity Fund · Last reported Mar 31, 2026$457MGross asset value

Form D fundraising filings

Sterling Investment Partners XK Opportunities Fund, L.P.

Fund administrator STANDISH MANAGEMENT, LLC WALNUT CREEK, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor GRANT THORTON LLP NEW YORK, New York, United States

Custodian BANK OF AMERICA, N.A. WILMINGTON, Delaware, United States Related to adviser: No

Custodian BMO BANK N.A. CHICAGO, Illinois, United States Related to adviser: No

Marketer EVERCORE GROUP L.L.C. CHICAGO, Illinois, United States Related to adviser: No

Marketer PIPER SANDLER & CO. MINNEAPOLIS, Minnesota, United States Related to adviser: No

Provider details

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

GRANT THORTON LLP
PCAOB 248

EVERCORE GROUP L.L.C.
CRD 42405 · SEC 8-49830

PIPER SANDLER & CO.
CRD 665 · SEC 801-108049

Fund details & source

Fund ID: 805-9501855115
Reported beneficial owners: 38
Minimum commitment: $250K
Form D file number: 021-562740

Form ADV 2061113 · Mar 31, 2026 · 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.

STERLING INVESTMENT PARTNERS V-A, L.P.Private Equity Fund · Last reported Mar 31, 2026$390MGross asset value

Fund administrator STANDISH MANAGEMENT, LLC WALNUT CREEK, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor GRANT THORTON LLP NEW YORK, New York, United States

Custodian BANK OF AMERICA, N.A WILMINGTON, Delaware, United States Related to adviser: No

Marketer PIPER SANDLER & CO. MINNEAPOLIS, Minnesota, United States Related to adviser: No

Marketer STIFEL, NICOLAUS & COMPANY, INCORPORATED STAMFORD, Connecticut, United States Related to adviser: No

Provider details

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

GRANT THORTON LLP
PCAOB 248

PIPER SANDLER & CO.
CRD 665 · SEC 801-108049

STIFEL, NICOLAUS & COMPANY, INCORPORATED
CRD 793 · SEC 801-10746

Fund details & source

Fund ID: 805-4261692676
Reported beneficial owners: 26
Minimum commitment: $750K
Form D file number: 021-54689

Form ADV 2061113 · Mar 31, 2026 · 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.

STERLING INVESTMENT PARTNERS III, L.P.Private Equity Fund · Last reported Mar 31, 2026$251MGross asset value

Form D fundraising filings

Sterling Investment Partners III, L.P.

Fund administrator ANDERSEN TAX NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor GRANT THORNTON LLP NEW YORK, New York, United States

Custodian BANK OF AMERICA, N.A. WILMINGTON, Delaware, United States Related to adviser: No

Custodian SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No

Provider details

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

GRANT THORNTON LLP
PCAOB 248

Fund details & source

Fund ID: 805-5036116974
Reported beneficial owners: 98
Minimum commitment: $10M
Form D file number: 021-190085

Form ADV 2061113 · Mar 31, 2026 · 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.

STERLING INVESTMENT PARTNERS L.P.Private Equity Fund · Last reported Mar 31, 2017$17.4MGross asset value

Fund administrator ANDERSEN TAX NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor GRANT THORNTON LLP NEW YORK, New York, United States

Custodian BANK OF AMERICA WESTPORT, Connecticut, United States Related to adviser: No

Custodian US TRUST, BANK OF AMERICA STAMFORD, Connecticut, United States Related to adviser: No

Provider details

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

Fund details & source

Fund ID: 805-1344774435
Reported beneficial owners: 45
Minimum commitment: $5M

Form ADV 1100170 · Mar 31, 2017 · 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 31, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

145 MASON STREET, 3RD FLOOR
GREENWICH, CT, 06830, United States

CRD 156946

Filing source

Form ADV 2061113 · Mar 31, 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.