Investment adviser · CRD 157406

THE STERLING GROUP, L.P.

Investment adviser filing (IA)

HOUSTON, TX, United States · Form ADV filed Mar 31, 2026

Regulatory AUM: $9.01B
Client accounts: 20
Employees: 87
Advisory professionals: 76

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	20	$9,014,018,111	100.0%

Filing source

Form ADV 2081743 · 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

27 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 GROUP PARTNERS VI, L.P.Private Equity Fund · Last reported Mar 31, 2026$1.94BGross asset value

Form D fundraising filings

STERLING GROUP PARTNERS VI, L.P.

Fund administrator CITCO FUND ADMINISTRATION (CAYMAN ISLANDS) LIMITED GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP HOUSTON, Texas, United States

Custodian JPMORGAN CHASE BANK, NATIONAL ASSOCIATION NEW YORK, New York, 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

DELOITTE & TOUCHE LLP
PCAOB 34

JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source

Fund ID: 805-4933354658
Reported beneficial owners: 115
Minimum commitment: $10M
Form D file number: 021-506348

Form ADV 2081743 · 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 GROUP PARTNERS V, L.P.Private Equity Fund · Last reported Mar 31, 2026$1.76BGross asset value

Form D fundraising filings

STERLING GROUP PARTNERS V, L.P.

Fund administrator CITCO FUND ADMINISTRATION (CAYMAN ISLANDS) LIMITED GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP GRAND CAYMAN, Cayman Islands

Custodian JPMORGAN CHASE BANK, NATIONAL ASSOCIATION NEW YORK, New York, 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

DELOITTE & TOUCHE LLP
PCAOB 1096

JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source

Fund ID: 805-1079315417
Reported beneficial owners: 69
Minimum commitment: $5M
Form D file number: 021-366946

Form ADV 2081743 · 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 GROUP PARTNERS VI (PARALLEL), L.P.Private Equity Fund · Last reported Mar 31, 2026$1.58BGross asset value

Form D fundraising filings

STERLING GROUP PARTNERS VI (PARALLEL), L.P.

Fund administrator CITCO FUND ADMINISTRATION (CAYMAN ISLANDS) LIMITED GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP HOUSTON, Texas, United States

Custodian JPMORGAN CHASE BANK, NATIONAL ASSOCIATION NEW YORK, New York, 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

DELOITTE & TOUCHE LLP
PCAOB 34

JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source

Fund ID: 805-6136686011
Reported beneficial owners: 125
Minimum commitment: $10M
Form D file number: 021-506347

Form ADV 2081743 · 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 GROUP PARTNERS V (PARALLEL), L.P.Private Equity Fund · Last reported Mar 31, 2026$1.41BGross asset value

Form D fundraising filings

STERLING GROUP PARTNERS V (PARALLEL), L.P.

Fund administrator CITCO FUND ADMINISTRATION (CAYMAN ISLANDS) LIMITED GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP GRAND CAYMAN, Cayman Islands

Custodian JPMORGAN CHASE BANK, NATIONAL ASSOCIATION NEW YORK, New York, 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

DELOITTE & TOUCHE LLP
PCAOB 1096

JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source

Fund ID: 805-9627455219
Reported beneficial owners: 71
Minimum commitment: $5M
Form D file number: 021-366947

Form ADV 2081743 · 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 GROUP FOUNDATION FUND, L.P.Private Equity Fund · Last reported Mar 31, 2026$422MGross asset value

Form D fundraising filings

STERLING GROUP FOUNDATION FUND, L.P.

Fund administrator CITCO FUND ADMINISTRATION (CAYMAN ISLANDS) LIMITED GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP HOUSTON, Texas, United States

Custodian JPMORGAN CHASE BANK, NATIONAL ASSOCIATION NEW YORK, New York, 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

DELOITTE & TOUCHE LLP
PCAOB 34

JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source

Fund ID: 805-4390854448
Reported beneficial owners: 30
Minimum commitment: $5M
Form D file number: 021-439716

Form ADV 2081743 · 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 GROUP CREDIT FUND II, L.P.Private Equity Fund · Last reported Mar 31, 2026$319MGross asset value

Form D fundraising filings

STERLING GROUP CREDIT FUND II, L.P.

Fund administrator CITCO FUND ADMINISTRATION (CAYMAN ISLANDS) LIMITED GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP HOUSTON, Texas, United States

Custodian JPMORGAN CHASE BANK, NATIONAL ASSOCIATION NEW YORK, New York, 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

DELOITTE & TOUCHE LLP
PCAOB 34

JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source

Fund ID: 805-1059698086
Reported beneficial owners: 17
Minimum commitment: $5M
Form D file number: 021-389330

Form ADV 2081743 · 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 GROUP PARTNERS IV, L.P.Private Equity Fund · Last reported Mar 31, 2026$298MGross asset value

Form D fundraising filings

Sterling Group Partners IV, L.P.

Fund administrator CITCO FUND ADMINISTRATION (CAYMAN ISLANDS) LIMITED GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP GRAND CAYMAN, Cayman Islands

Custodian JPMORGAN CHASE BANK, NATIONAL ASSOCIATION NEW YORK, New York, 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

DELOITTE & TOUCHE LLP
PCAOB 1096

JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source

Fund ID: 805-9769911015
Reported beneficial owners: 44
Minimum commitment: $5M
Form D file number: 021-242631

Form ADV 2081743 · 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.

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

NINE GREENWAY PLAZA, SUITE 2400
HOUSTON, TX, 77046, United States

CRD 157406

Filing source

Form ADV 2081743 · 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.