Wealth Manager
    SEC Registered
    Manages Private Funds

    Sterling Capital Management LLC

    Registered investment advisor · Charlotte, North Carolina · CRD #135405

    Assets Under Management
    $69.2B
    Client Accounts
    3,508
    Employees
    186
    CRD Number
    135405
    Registration
    SEC Registered
    Custodian
    Truist Bank, The Bank Of New York Mellon

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Sterling Capital Management LLC

    Sterling Capital Management LLC is an asset management firm based in Charlotte, North Carolina, founded in 1970. As the institutional investment management arm of Truist Financial Corporation, it employs approximately 218 people, including over 150 investment professionals. The firm manages around $7.04 billion in assets, focusing on long-term investment performance, risk management, and client service through objectives-based strategies. Sterling offers a wide range of investment management se

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Yes

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    Frequently Asked Questions

    What is Sterling Capital Management LLC's AUM?

    Sterling Capital Management LLC reports approximately $69.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Sterling Capital Management LLC headquartered?

    Sterling Capital Management LLC is headquartered in Charlotte, North Carolina.

    What is Sterling Capital Management LLC's CRD number?

    Sterling Capital Management LLC's CRD number is 135405. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Sterling Capital Management LLC manage?

    Sterling Capital Management LLC manages approximately 3,508 client accounts according to its latest SEC filing.

    Is Sterling Capital Management LLC SEC registered?

    Yes, Sterling Capital Management LLC is registered with the SEC as an investment adviser with an approved registration status.

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