THE STERLING GROUP, L.P.
CRD #157406 SEC #801-73530 HOUSTON, TX 713-877-8257
SEC Registered Private Funds
Total AUM
$9.5B
Discretionary
$9.5B
Employees
79
Clients
--
Accounts
20
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $9.5B | $9.5B | $0 | 79 | 0 |
| Jun 2025 | $9.5B | $9.5B | $0 | 79 | 0 |
| Mar 2025 | $9.5B | $9.5B | $0 | 79 | 0 |
| Mar 2024 | $5.9B | $5.9B | $0 | 65 | 0 |
| Mar 2023 | $6B | $6B | $0 | 56 | 0 |
| Mar 2022 | $5.5B | $5.5B | $0 | 53 | 0 |
| Mar 2021 | $4.4B | $4.4B | $0 | 39 | 0 |
| Mar 2020 | $2.2B | $2.2B | $0 | 36 | 0 |
| Jan 2020 | $1.9B | $1.9B | $0 | 29 | 0 |
| Mar 2019 | $1.9B | $1.9B | $0 | 29 | 0 |
| Mar 2018 | $2.2B | $2.2B | $0 | 35 | 0 |
| Sep 2017 | $2.2B | $2.2B | $0 | 29 | 1 |
| Sep 2017 | $2.2B | $2.2B | $0 | 29 | 1 |
| Mar 2017 | $2.2B | $2.2B | $0 | 29 | 1 |
| Mar 2016 | $2.3B | $2.3B | $0 | 29 | 1 |
| Jan 2016 | $1.1B | $1.1B | $0 | 23 | 1 |
| Mar 2015 | $1.1B | $1.1B | $0 | 23 | 1 |
| Mar 2014 | $982.8M | $982.8M | $0 | 21 | 1 |
| Apr 2013 | $1.2B | $1.2B | $0 | 20 | 1 |
| Mar 2013 | $1.2B | $1.2B | $0 | 20 | 1 |
| Mar 2012 | $1.2B | $1.2B | $0 | -- | 1 |
| Feb 2012 | $1.2B | $1.2B | $0 | -- | 1 |
DateOct 2025
Total AUM$9.5B
Discretionary$9.5B
Non-Disc.$0
Employees79
Clients0
DateJun 2025
Total AUM$9.5B
Discretionary$9.5B
Non-Disc.$0
Employees79
Clients0
DateMar 2025
Total AUM$9.5B
Discretionary$9.5B
Non-Disc.$0
Employees79
Clients0
DateMar 2024
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$0
Employees65
Clients0
DateMar 2023
Total AUM$6B
Discretionary$6B
Non-Disc.$0
Employees56
Clients0
DateMar 2022
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$0
Employees53
Clients0
DateMar 2021
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees39
Clients0
DateMar 2020
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees36
Clients0
DateJan 2020
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees29
Clients0
DateMar 2019
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees29
Clients0
DateMar 2018
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees35
Clients0
DateSep 2017
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees29
Clients1
DateSep 2017
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees29
Clients1
DateMar 2017
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees29
Clients1
DateMar 2016
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees29
Clients1
DateJan 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees23
Clients1
DateMar 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees23
Clients1
DateMar 2014
Total AUM$982.8M
Discretionary$982.8M
Non-Disc.$0
Employees21
Clients1
DateApr 2013
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees20
Clients1
DateMar 2013
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees20
Clients1
DateMar 2012
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees--
Clients1
DateFeb 2012
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees--
Clients1