← Directory
THE STERLING GROUP, L.P.
CRD 157406File 801-73530
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$9.01B
Top 10% of cohort (national)
Discretionary AUM
$9.01B
Clients
20
20 accounts
Employees
87
Top 10% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Mar 30, 2012
- Principal office
- NINE GREENWAY PLAZA, SUITE 2400, HOUSTON, TX, 77046
- Phone
- 713-877-8257
- Website
- https://sterling-group.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $9.01B
- Discretionary AUM
- $9.01B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 20
- Non-discretionary accounts
- 0
- Total accounts
- 20
- AUM per client
- $450.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 20 | $9.01B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — PORTION OF PORTFOLIO COMPANY TRANSACTION AND MONITORING FEES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 79 | 87 | increased by8 |
| Apr 1, 2026 | AUM | $9,511,096,778 | $9,014,018,111 | decreased by$497,078,667 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 53 | 79 | increased by26 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 12 | 20 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $5,538,483,817 | $9,511,096,778 | increased by$3,972,612,961 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 12 | 20 | increased by8 |
| Apr 1, 2022 | Employees | 39 | 53 | increased by14 |
| Apr 1, 2022 | Clients | 9 | 12 | increased by3 |
| Apr 1, 2022 | AUM | $4,423,610,468 | $5,538,483,817 | increased by$1,114,873,349 |
| Apr 1, 2022 | Accounts | 9 | 12 | increased by3 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “STERLING GROUP” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STERLING GROUP” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.