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Building 2THE STERLING GROUP, L.P.

Map pinHOUSTON, TX
Phone713-877-8257
NotebookSEC #801-73530
Total AUM
$9B
Employees
87
Clients
20

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
NINE GREENWAY PLAZA
SUITE 2400
HOUSTON
TX 77046
United States
Operating Hours
8:30 A.M. - 5:30 P.M. CST
Monday - Friday
Phone
713-877-8257
Other Offices
1

ReceiptFinancials

Total AUM
$9B
Accounts
20
Discretionary
$9B
Accounts
20
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
20
AUM
$9B

Briefcase businessServices

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Services Offered
Other ServicesPooled Vehicle Portfolio Management
Other Services
PORTFOLIO COMPANY MANAGEMENT SERVICES
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
PORTION OF PORTFOLIO COMPANY TRANSACTION AND MONITORING FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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