STERLING CAPITAL MANAGEMENT LLC

4350 Congress Street
Suite 1000
Charlotte, North Carolina 28209
Tel: 704-927-4175

About STERLING CAPITAL MANAGEMENT LLC

STERLING CAPITAL MANAGEMENT LLC, formally registered with the SEC as STERLING CAPITAL MANAGEMENT LLC. The firm was established in 06/02/2005. They have over 5 offices throughout the country.

STERLING CAPITAL MANAGEMENT LLC is a Charlotte, North Carolina based Financial Planning firm with nearly $66,746,472,114 assets under management, offering retirement planning & investment advisory services to 3215 clients. The firm is staffed with 181 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	135405
SEC#	801-64257
Assets Managed by Firm	$66,746,472,114
No. of Clients	3215
No. of Advisors	181

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (WRAP & MODEL PROGRAMS)

Firm Client Information

	No. of Clients	AUM
Firm Total	3215	$66,746,472,114
Individuals (other than high net worth individuals)	1382	$743,600,189
High net worth individuals	1082	$1,495,373,296
Pension and profit sharing plans	76	$16,708,045,081
Charitable organizations	103	$1,785,815,358
Other investment advisers	12	$79,045,703
Corporations or other businesses	270	$16,467,272,643

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