STERLING CAPITAL MANAGEMENT INC
CRD #106822 SEC #801-54107 BROOKFIELD, WI 262-970-9700
SEC Registered
Total AUM
$255.2M
Discretionary
$190.2M
Employees
3
Clients
25
Accounts
413
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $255.2M | $190.2M | $65.1M | 3 | 338 |
| Mar 2024 | $213.9M | $152.6M | $61.3M | 3 | 338 |
| Mar 2023 | $175.7M | $122.2M | $53.5M | 3 | 338 |
| Jun 2022 | $270.3M | $158.5M | $111.7M | 3 | 374 |
| Mar 2022 | $270.3M | $158.5M | $111.7M | 3 | 374 |
| Mar 2021 | $261M | $152.5M | $108.5M | 3 | 374 |
| Jun 2020 | $228.7M | $122.4M | $106.3M | 3 | 383 |
| Apr 2020 | $228.7M | $122.4M | $106.3M | 3 | 383 |
| Mar 2019 | $186.3M | $94.5M | $91.8M | 3 | 383 |
| Apr 2018 | $198.9M | $98M | $100.9M | 3 | 394 |
| Jul 2017 | $154M | $84.7M | $69.2M | 3 | 400 |
| Mar 2017 | $154M | $84.7M | $69.2M | 3 | 400 |
| Mar 2016 | $155.5M | $83.2M | $72.3M | 3 | 400 |
| Mar 2015 | $167M | $90.8M | $76.1M | 3 | 400 |
| Mar 2014 | $146.7M | $93.1M | $53.6M | 3 | 400 |
| Mar 2013 | $138.9M | $86.4M | $52.5M | 3 | 400 |
| Mar 2012 | $122M | $73.9M | $48M | 1 | 300 |
| Mar 2011 | $121.4M | $73.2M | $48.2M | 5 | -- |
| Sep 2009 | $110.6M | $76.8M | $33.8M | 5 | -- |
| Feb 2009 | $110.6M | $76.8M | $33.8M | 5 | -- |
| Feb 2007 | $124.4M | $78.3M | $46.1M | 5 | -- |
| Mar 2006 | $101.3M | $61.6M | $39.7M | 5 | -- |
| Mar 2004 | $103.6M | $49M | $54.6M | 5 | -- |
| Aug 2001 | $76.5M | $38.3M | $38.2M | 5 | -- |
DateMar 2025
Total AUM$255.2M
Discretionary$190.2M
Non-Disc.$65.1M
Employees3
Clients338
DateMar 2024
Total AUM$213.9M
Discretionary$152.6M
Non-Disc.$61.3M
Employees3
Clients338
DateMar 2023
Total AUM$175.7M
Discretionary$122.2M
Non-Disc.$53.5M
Employees3
Clients338
DateJun 2022
Total AUM$270.3M
Discretionary$158.5M
Non-Disc.$111.7M
Employees3
Clients374
DateMar 2022
Total AUM$270.3M
Discretionary$158.5M
Non-Disc.$111.7M
Employees3
Clients374
DateMar 2021
Total AUM$261M
Discretionary$152.5M
Non-Disc.$108.5M
Employees3
Clients374
DateJun 2020
Total AUM$228.7M
Discretionary$122.4M
Non-Disc.$106.3M
Employees3
Clients383
DateApr 2020
Total AUM$228.7M
Discretionary$122.4M
Non-Disc.$106.3M
Employees3
Clients383
DateMar 2019
Total AUM$186.3M
Discretionary$94.5M
Non-Disc.$91.8M
Employees3
Clients383
DateApr 2018
Total AUM$198.9M
Discretionary$98M
Non-Disc.$100.9M
Employees3
Clients394
DateJul 2017
Total AUM$154M
Discretionary$84.7M
Non-Disc.$69.2M
Employees3
Clients400
DateMar 2017
Total AUM$154M
Discretionary$84.7M
Non-Disc.$69.2M
Employees3
Clients400
DateMar 2016
Total AUM$155.5M
Discretionary$83.2M
Non-Disc.$72.3M
Employees3
Clients400
DateMar 2015
Total AUM$167M
Discretionary$90.8M
Non-Disc.$76.1M
Employees3
Clients400
DateMar 2014
Total AUM$146.7M
Discretionary$93.1M
Non-Disc.$53.6M
Employees3
Clients400
DateMar 2013
Total AUM$138.9M
Discretionary$86.4M
Non-Disc.$52.5M
Employees3
Clients400
DateMar 2012
Total AUM$122M
Discretionary$73.9M
Non-Disc.$48M
Employees1
Clients300
DateMar 2011
Total AUM$121.4M
Discretionary$73.2M
Non-Disc.$48.2M
Employees5
Clients--
DateSep 2009
Total AUM$110.6M
Discretionary$76.8M
Non-Disc.$33.8M
Employees5
Clients--
DateFeb 2009
Total AUM$110.6M
Discretionary$76.8M
Non-Disc.$33.8M
Employees5
Clients--
DateFeb 2007
Total AUM$124.4M
Discretionary$78.3M
Non-Disc.$46.1M
Employees5
Clients--
DateMar 2006
Total AUM$101.3M
Discretionary$61.6M
Non-Disc.$39.7M
Employees5
Clients--
DateMar 2004
Total AUM$103.6M
Discretionary$49M
Non-Disc.$54.6M
Employees5
Clients--
DateAug 2001
Total AUM$76.5M
Discretionary$38.3M
Non-Disc.$38.2M
Employees5
Clients--