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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PORTZ, TIMOTHY | I | VICE PRESIDENT | NA | Control |
| PORTZ, TIMOTHY, JOHN | I | VICE PRESIDENT | NA | Control |
| PORTZ, TIMOTHY, JOHN | I | VICE PRESIDENT | NA | Control |
| PORTZ, TIMOTHY, JOHN | I | VICE PRESIDENT | NA | Control |
| PORTZ, TIMOTHY, JOHN | I | VICE PRESIDENT | NA | Control |
| PORTZ, TIMOTHY, JOHN | I | VICE PRESIDENT | NA | Control |
| PORTZ, TIMOTHY, JOHN | I | VICE PRESIDENT | NA | Control |
| PORTZ, TIMOTHY, JOHN | I | VICE PRESIDENT | NA | Control |
| PORTZ, TIMOTHY, JOHN | I | VICE PRESIDENT | NA | Control |
| PORTZ, TIMOTHY, JOHN | I | PRESIDENT | NA | Control |
| PORTZ, TIMOTHY, JOHN | I | PRESIDENT | NA | Control |
| PORTZ, TIMOTHY, JOHN | I | PRESIDENT | NA | Control |
| PORTZ, TIMOTHY, JOHN | I | PRESIDENT | NA | Control |
| PORTZ, THOMAS, JOHN | I | PRESIDENT | E | Control |
| PORTZ, THOMAS, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PORTZ, THOMAS, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PORTZ, THOMAS, JOHN | I | PRESIDENT | E | Control |
| PORTZ, THOMAS, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PORTZ, THOMAS, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PORTZ, THOMAS, JOHN | I | PRESIDENT | E | Control |
| PORTZ, THOMAS, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PORTZ, THOMAS, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PORTZ, THOMAS, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PORTZ, THOMAS, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PORTZ, THOMAS, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PORTZ, THOMAS, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PORTZ, THOMAS, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PORTZ, THOMAS, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PORTZ, THOMAS, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PORTZ, THOMAS, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PORTZ, THOMAS, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PORTZ, THOMAS, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PORTZ, THOMAS, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PORTZ, THOMAS, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PORTZ, THOMAS, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PORTZ, THOMAS, JOHN | I | CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| PORTZ, THOMAS, JOHN | I | CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| PORTZ, THOMAS, JOHN | I | CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| PORTZ, THOMAS, JOHN | I | CEO/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (10)
CA CO FL IA IL MN NM NY TX WI
Address
17160 W. NORTH AVESUITE 200
BROOKFIELD, WI 53005
United States
Phone: 262-970-9700