The Sterling Group, L.P.
- Regulatory AUM
- $9.0B
- Discretionary
- $9.0B
- Clients
- 20
- Avg AUM / client
- $451M
- Accounts
- 20
- Employees
- 87
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 20 | $9.0B | 100.0% |
Private funds (13)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $5.9B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Sterling Group Partners V, L.P. | Private Equity Fund | Cayman Islands | $1.4B | 66 |
| Sterling Group Partners Iv, Lp | Private Equity Fund | Cayman Islands | $1.2B | 45 |
| Sterling Group Partners V (Parallel), L.P. | Private Equity Fund | Cayman Islands | $1.1B | 71 |
| Sterling Group Partners Iv (Parallel), Lp | Private Equity Fund | Cayman Islands | $980M | 39 |
| Sterling Group Foundation Fund, L.P. | Private Equity Fund | Delaware | $423M | 30 |
| Sterling Group Credit Fund Ii, L.P. | Private Equity Fund | Delaware | $276M | 17 |
| Sterling Group Credit Fund, L.P. | Private Equity Fund | Delaware | $240M | 8 |
| Sterling Group Foundation Fund (Parallel), L.P. | Private Equity Fund | Delaware | $170M | 15 |
| Sterling Group Partners V (Executive Fund), L.P. | Private Equity Fund | Cayman Islands | $76.6M | 38 |
| Sterling Group Credit Fund Ii (Parallel), L.P. | Private Equity Fund | Delaware | $60.6M | 4 |
| Sterling Group Credit Fund (Parallel), L.P. | Private Equity Fund | Delaware | $33.9M | 2 |
| Sterling Group Foundation Fund (Executive Fund), L.P. | Private Equity Fund | Delaware | $27.6M | 34 |
| Sterling Group Credit Fund Ii (Executive Fund), L.P. | Private Equity Fund | Delaware | $9.7M | 23 |
People (9)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hawkins, John, David | Partner / Limited Partner | Jul 1999 (27y) | 10% – 25% | |
| Rosenthal, Gary, Lee | Partner / Limited Partner | Jan 2005 (22y) | 10% – 25% | |
| Elliott, Gregory, Lynn | Partner / Limited Partner | May 2008 (18y) | 10% – 25% | |
| Wallace, Reymond, Kenneth | Partner / Limited Partner | Mar 2010 (16y) | 10% – 25% | |
| Henry, David, Brian | Partner / Limited Partner | Jan 2016 (11y) | 10% – 25% | |
| Staller, Bradley, A | Partner/Limited Partner | Jul 2017 (9y) | 10% – 25% | |
| Klupchak, Maximilian, Paul | Chief Compliance Officer | Sep 2017 (9y) | Less than 5% | |
| Baudin, Brandon, P | Chief Financial Officer | Sep 2018 (8y) | Less than 5% | |
| Maclaren, Scott, M | Partner / Limited Partner | Mar 2021 (5y) | 10% – 25% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Sterling Group Gp, Llc | General Partner | Mar 2010 | A | Less than 5% |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (13, $5.9B gross assets)
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 6.06 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • PORTION OF PORTFOLIO COMPANY TRANSACTION AND MONITORING FEES
Services
- • Portfolio management for pooled investment vehicles
- • Other services
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗