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STERLING CAPITAL MANAGEMENT LLC
CHARLOTTE, NC
704-927-4175
SEC #801-64257Total AUM
$69.2B
Employees
186Clients
3,508Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
4350 CONGRESS STREET
SUITE 1000
CHARLOTTE
NC 28209
United States
SUITE 1000
CHARLOTTE
NC 28209
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
704-927-4175
Other Offices
10
Financials
Total AUM
$69.2B
Accounts
3,508Discretionary
$69.1B
Accounts
3,499Non-Discretionary
$85.3M
Accounts
9
Clients
Individual Clients
1,777AUM
$800.1M
HNW Individual Clients
1,011AUM
$2B
Banking Clients
2AUM
$6.2B
Investment Company Clients
21AUM
$4.1B
Pooled Vehicle Clients
5AUM
$729.3M
Pension/Profit Sharing Plan Clients
70AUM
$17.8B
Charitable Organization Clients
95AUM
$2.7B
Government Entity Clients
112AUM
$17.2B
Investment Advisor Clients
10AUM
$140.9M
Insurance Company Clients
134AUM
$1.8B
Corporation or Business Clients
271AUM
$15.7B
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
WRAP & MODEL PROGRAMS
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
Pending Civil Proceeding
State Registrations
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Affiliates
Affiliates
Reported 17 business affiliates.
Claimed Affiliates
Reported as an affiliate by 13 other businesses.