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STERLING INVESTORS LP

NEW YORK, NY · CRD 311318 · IAPD ↗ · sterling-investors.com · 212-430-1812

$1.14BRegulatory AUM
7Advisory reps
15Employees
0Clients
n/aPlanning clients
2Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

57
April 2026 — STERLING INVESTORS LP grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2026 — STERLING INVESTORS LP crossed $1B in regulatory AUM ($437.4M -> $1.14B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
38
April 2025 — STERLING INVESTORS LP added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.