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THE STERLING GROUP, L.P.
Nine Greenway Plaza
Suite 2400
Houston, Texas 77046
Tel: 713-877-8257
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 Status | Approved |
|---|---|
| Firm CRD# | 157406 |
| SEC# | 801-73530 |
| Assets Managed by Firm | $5,931,030,810 |
| No. of Clients | 13 |
| No. of Advisors | 65 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 13 | $5,931,030,810 |
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