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Sterling Capital Management LLC logo

Sterling Capital Management LLC

Alpha Nasdaq OCIO Indices - Contributor

CHARLOTTE, NC

Form ADV and provider website profile · CRD 135405 · regulatory data as of Jul 15, 2026

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This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Sterling Capital Management LLC. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.

$69.2BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
3,508Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$69.1BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$85MNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.

Firm Details

Source: OCIO Intelligence record

Registered nameSTERLING CAPITAL MANAGEMENT LLC

CRD number135405

Firm foundedNot reported

SEC registration dateJun 2, 2005

Employees186

Advisory professionals64

A firm-founded year is shown only when explicitly stated in the current Item 4 brochure text; SEC registration dates are not treated as founding dates.

Contact & Location

4350 CONGRESS STREET, SUITE 1000, CHARLOTTE, NC, 28209

704-927-4175

https://sterlingcapital.com/financial-professional-home/LinkedIn profile

Firm AUM History (USD)

Source: Form ADV
$69.2B

As of Jul 15, 2026

Client Mix by Firm AUM

Source: Form ADV client records
Retirement Plans25.7%$17.8B
Municipalities24.9%$17.2B
Corporations22.7%$15.7B
Banks8.9%$6.2B
Investment companies6.0%$4.1B
Charities3.9%$2.7B

Percentages and AUM are shown from the same reported Form ADV client-type records.