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THE STERLING GROUP, L.P.

Nine Greenway Plaza
Suite 2400
Houston, Texas 77046
Tel: 713-877-8257

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About THE STERLING GROUP, L.P.

THE STERLING GROUP, LP, formally registered with the SEC as THE STERLING GROUP, LP. The firm was established in 03/30/2012. They have over 2 offices throughout the country.

THE STERLING GROUP, L.P. is a Houston, Texas based Financial Planning firm with nearly $5,931,030,810 assets under management, offering retirement planning & investment advisory services to 13 clients. The firm is staffed with 65 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#157406
SEC#801-73530
Assets Managed by Firm$5,931,030,810
No. of Clients13
No. of Advisors65

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (PORTION OF PORTFOLIO COMPANY TRANSACTION AND MONITORING FEES)

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total13$5,931,030,810

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