Sterling Capital Management LLC
Alpha Nasdaq OCIO Indices - ContributorCHARLOTTE, NC
Form ADV and provider website profile · CRD 135405 · regulatory data as of Jul 15, 2026
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.
$69.2BTotal Firm AUM
$69.1BDiscretionary AUM
$85MNon-discretionary AUM
3,508Total accounts
3,499Discretionary accounts
9Non-discretionary accounts
Client Mix by Firm AUM
$69.2BFirm AUM
Retirement Plans25.7%
Municipalities24.9%
Corporations22.7%
Banks8.9%
Investment companies6.0%
Charities3.9%
High-Net-Worth2.8%
Insurance companies2.6%
Individuals1.2%
Other Pooled Vehicles1.1%
Other investment advisers0.2%
Reported Client Types
Source: Form ADV client recordsRetirement Plans25.7%
70 clients$17.8B firm assets
Municipalities24.9%
112 clients$17.2B firm assets
Corporations22.7%
271 clients$15.7B firm assets
Banks8.9%
2 clients$6.2B firm assets
Investment companies6.0%
21 clients$4.1B firm assets
Charities3.9%
95 clients$2.7B firm assets
High-Net-Worth2.8%
1,011 clients$2.0B firm assets
Insurance companies2.6%
134 clients$1.8B firm assets
Individuals1.2%
1,777 clients$800M firm assets
Other Pooled Vehicles1.1%
5 clients$729M firm assets
Other investment advisers0.2%
10 clients$141M firm assets
Reported total3,508 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| Retirement Plans | $17.8B | 70 | 25.7% |
| Municipalities | $17.2B | 112 | 24.9% |
| Corporations | $15.7B | 271 | 22.7% |
| Banks | $6.2B | 2 | 8.9% |
| Investment companies | $4.1B | 21 | 6.0% |
| Charities | $2.7B | 95 | 3.9% |
| High-Net-Worth | $2.0B | 1,011 | 2.8% |
| Insurance companies | $1.8B | 134 | 2.6% |
| Individuals | $800M | 1,777 | 1.2% |
| Other Pooled Vehicles | $729M | 5 | 1.1% |
| Other investment advisers | $141M | 10 | 0.2% |
| Reported total | $69.2B | 3,508 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…