STERLING CAPITAL MANAGEMENT

sterling-capital-management-logo

terling Capital Management is a New Castle-based company offering investment management services to high net-worth clients.

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STERLING CAPITAL MANAGEMENT

Social Links:

Industry:
Finance Financial Services Venture Capital

Founded:
1970-01-01

Status:
Active

Contact:
112415-1024

Email Addresses:
[email protected]

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Current Employees Featured

farley-c-shiner_image

Farley C. Shiner
Farley C. Shiner Managing Director @ Sterling Capital Management
Managing Director

jeffrey-j-schappe_image

Jeffrey J. Schappe
Jeffrey J. Schappe Managing Director & Chief Market Strategist @ Sterling Capital Management
Managing Director & Chief Market Strategist

james-c-willis_image

James C. Willis
James C. Willis Managing Director @ Sterling Capital Management
Managing Director

alexander-w-mcalister_image

Alexander W. McAlister
Alexander W. McAlister President & Board Member @ Sterling Capital Management
President & Board Member

richard-t-lacoff_image

Richard T. LaCoff
Richard T. LaCoff Managing Director & Board Member @ Sterling Capital Management
Managing Director & Board Member

scott-a-haenni_image

Scott A. Haenni
Scott A. Haenni Senior Managing Director & Chief Operating Officer @ Sterling Capital Management
Senior Managing Director & Chief Operating Officer

george-f-shipp_image

George F. Shipp
George F. Shipp Managing Director @ Sterling Capital Management
Managing Director

philip-delin_image

Philip Delin
Philip Delin Director of Performance & Analytics @ Sterling Capital Management
Director of Performance & Analytics
2021-02-01

mark-m-montgomery_image

Mark M. Montgomery
Mark M. Montgomery Managing Director & Board Member @ Sterling Capital Management
Managing Director & Board Member

kenneth-r-cotner_image

Kenneth R. Cotner
Kenneth R. Cotner Managing Director & Chief Compliance/Operations Officer @ Sterling Capital Management
Managing Director & Chief Compliance/Operations Officer

Founder


not_available_image

Walter Olin Nisbet III

Acquisitions List

Date Company Article Price
2007-06-26 Educate Educate acquired by Sterling Capital Management 600 M USD

Investments List

Date Company Article Money raised
2022-03-03 Petaverse Network Sterling Capital Management investment in Pre Seed Round - Petaverse Network 7 M USD
2013-07-10 CVRx Sterling Capital Management investment in Series F - CVRx 29.6 M USD
2011-09-06 Morphlabs Sterling Capital Management investment in Series C - Morphlabs 5 M USD
2010-09-01 Accumetrics Sterling Capital Management investment in Venture Round - Accumetrics 7 M USD
2010-01-11 DFine Sterling Capital Management investment in Venture Round - DFine 2.8 M USD
2009-10-06 Accumetrics Sterling Capital Management investment in Series E - Accumetrics 16.6 M USD
2009-01-02 DFine Sterling Capital Management investment in Venture Round - DFine 35 M USD
2008-02-21 Accumetrics Sterling Capital Management investment in Series D - Accumetrics 28.8 M USD
2007-11-27 Evalve Sterling Capital Management investment in Series D - Evalve 60 M USD

More informations about "Sterling Capital Management"

Guardian Capital Group Limited to acquire Sterling Capital …

Organizations share a strong common culture that prioritizes the interest of our clients and strives towards ... Sterling Capital Management LLC, founded in 1970, is an independently operated subsidiary of Truist Financial Corporation. Headquartered in Charlotte, North Carolina, Sterling provides investment advisory ...See details»

Video - Sterling Capital joins Guardian Capital Group Limited

“We are thrilled to announce the completion of Sterling’s acquisition by Guardian Capital Group, a global asset manager. We are also thankful to join an organization that shares our culture and values in protecting our clients’ assets - and we are truly excited for our bright future together!” – Scott Haenni, Sr. Managing Director & CEO at Sterling Capital ManagementSee details»

Sterling Capital Management LLC to be acquired by Guardian …

We are thankful to have found a like-minded organization in Guardian that shares our culture and values, and we are excited for our future success together.” ... Sterling Capital Management LLC, founded in 1970, is an independently-operated subsidiary of Truist Financial Corporation. As of December 31, 2023, Sterling Capital had over $76B in ...See details»

Sterling Capital Management LLC to be acquired by Guardian …

Feb 2, 2024 Our combined organizations share a strong common culture that prioritizes the interest of our clients and strives towards enriching lives together." ... About Sterling Capital Management LLC ...See details»

Guardian Capital Group Limited to Acquire Sterling Capital …

Feb 2, 2024 Sterling Capital Management LLC, founded in 1970, is an independently operated subsidiary of Truist Financial Corporation. Headquartered in Charlotte, North Carolina, Sterling provides investment advisory services through mutual funds, separately managed accounts, model portfolios, and other commingled vehicles offered through a variety of intermediary and …See details»

Sterling Capital Management LLC to be acquired by Guardian …

Feb 2, 2024 "This path forward is a win-win-win for Sterling Capital, Guardian, and Truist, as it allows Sterling Capital to grow as an independently-managed investment management firm poised for continued ...See details»

Sterling Capital Management Review 2024 - investor.com

Oct 16, 2024 Sterling Capital Management, registered in 2005, serves 52 state(s) with a licensed staff of 36 advisors. Sterling Capital Management manages $66.7 billion and provides investment advisory services for 3,215 clients (1:89 advisor/client ratio).See details»

Sterling Capital Management LLC joins Guardian Capital Group …

Jul 2, 2024 The addition of Sterling Capital to the broader Guardian organization not only increases Guardian's assets under management and assets under advisement, but also enhances its overall scale and ...See details»

Guardian Capital Group Limited to Acquire Sterling Capital …

Feb 2, 2024 “This path forward is a win-win-win for Sterling Capital, Guardian, and Truist, as it allows Sterling Capital to grow as an independently-managed investment management firm poised for continued ...See details»

Guardian Capital to acquire U.S. investment manager

Feb 2, 2024 Toronto-based Guardian Capital LLC is purchasing Sterling Capital Management LLC from North Carolina-based Truist Financial Corp. in a US$70-million deal that will nearly triple Guardian’s assets under management. ... “Our combined organizations share a strong common culture that prioritizes the interest of our clients and strives towards ...See details»

Guardian Capital to acquire U.S. investment manager

Feb 2, 2024 “Our combined organizations share a strong common culture that prioritizes the interest of our clients and strives towards enriching lives together.” In March 2023, Guardian closed a $750-million sale of its Worldsource businesses to Lévis, Que.-based Desjardins Group, a key step in focusing the Guardian business exclusively on asset management .See details»

Truist Financial agrees sale of $76B Sterling Capital

Feb 5, 2024 The acquisition of Sterling via Guardian’s wholly owned subsidiary Guardian Capital adds significant weight to the Toronto-based TSX-listed firm, with Sterling’s assets under management and ...See details»

Sterling Capital Leadership

AUA generally refers to non-discretionary assets for which Sterling Capital provides advice or consultation for which Sterling Capital does not have authority to effectuate transactions. Such services include Model portfolios and assets Sterling Capital advises as an outsourced Chief Investment Officer on a non-discretionary basis.See details»

Guardian Capital Group Limited to Acquire Sterling Capital …

Feb 2, 2024 About Sterling Capital Management . Sterling Capital Management LLC, founded in 1970, is an independently operated subsidiary of Truist Financial Corporation.See details»

Sterling Capital Management - Crunchbase

Sterling Capital Management is a financial services company that offers investment advisory and mutual funds services. Charlotte, North Carolina, United States; 11-50; Private; ... 3,185 Number of Organizations • $20.5B Total Funding Amount • 1,155 Number of Investors. Track .See details»

Sterling Capital Management - Crunchbase

Sterling Capital Management is a New Castle-based company offering investment management services to high net-worth clients. Search Crunchbase. Start Free Trial . Chrome Extension. ... 8,651 Number of Organizations • $932.2B Total Funding Amount • …See details»

Institutional Investor - Sterling Capital

Sterling Capital Management is driven to deliver what matters most to our clients. 1970. Established $77B. USD in AUM + AUA As of 09.30.2024 . 5. Distinctive Investment Teams. 179. Teammates. Sterling Capital. Recent Insights. Subscribe | View All. 12.16.2024 Advisory Solutions Weekly Market Update ...See details»

Guardian Capital Group Limited to Acquire Sterling Capital …

Feb 5, 2024 Sterling Capital Management LLC, founded in 1970, is an independently operated subsidiary of Truist Financial Corporation. Headquartered in Charlotte, North Carolina, Sterling provides investment advisory services through mutual funds, separately managed accounts, model portfolios, and other commingled vehicles offered through a variety of intermediary and …See details»

Sterling Capital Management Review - MagnifyMoney

Fees Sterling Capital Management charges for its services. As a client of Sterling Capital Management, you will pay a percentage of assets under management as part of the firm’s fees for its investment management services. The firm’s rates range from 0.15% to 1.00%, depending on the investment strategy used and the size of the account size.See details»

The Sterling Group Names Two New Partners - PR Newswire

2 days ago Claudine Lussier, Partner, Human Capital, joined Sterling in 2017 to lead Human Capital at Sterling and its portfolio companies. During Claudine's time at Sterling, she has contributed to a ...See details»

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