STERLING PARTNERS EQUITY ADVISORS LLC
CRD #287497 SEC #801-110386 CHICAGO, IL 312-465-7000
SEC Registered
Total AUM
$88.9M
Discretionary
$87.4M
Employees
4
Clients
--
Accounts
48
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $88.9M | $87.4M | $1.4M | 4 | 0 |
| Aug 2022 | $117.4M | $116.1M | $1.2M | 6 | 0 |
| Mar 2022 | $117.4M | $116.1M | $1.2M | 6 | 0 |
| Jan 2022 | $115.8M | $114.6M | $1.2M | 7 | 0 |
| Mar 2021 | $85.4M | $85.4M | $0 | 6 | 0 |
| Jun 2020 | $28.8M | $25.9M | $2.9M | 6 | 0 |
| Mar 2020 | $28.8M | $25.9M | $2.9M | 6 | 0 |
| Dec 2019 | $23.8M | $22.7M | $1.1M | 7 | 0 |
| Mar 2019 | $23.8M | $22.7M | $1.1M | 7 | 0 |
| Nov 2018 | $18.7M | $18.7M | $0 | 5 | 0 |
| Mar 2018 | $18.7M | $18.7M | $0 | 5 | 0 |
| Feb 2018 | $18.7M | $18.7M | $0 | 6 | 0 |
| Apr 2017 | $0 | $0 | $0 | 4 | 0 |
| Apr 2017 | $0 | $0 | $0 | 4 | 0 |
DateMar 2023
Total AUM$88.9M
Discretionary$87.4M
Non-Disc.$1.4M
Employees4
Clients0
DateAug 2022
Total AUM$117.4M
Discretionary$116.1M
Non-Disc.$1.2M
Employees6
Clients0
DateMar 2022
Total AUM$117.4M
Discretionary$116.1M
Non-Disc.$1.2M
Employees6
Clients0
DateJan 2022
Total AUM$115.8M
Discretionary$114.6M
Non-Disc.$1.2M
Employees7
Clients0
DateMar 2021
Total AUM$85.4M
Discretionary$85.4M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$28.8M
Discretionary$25.9M
Non-Disc.$2.9M
Employees6
Clients0
DateMar 2020
Total AUM$28.8M
Discretionary$25.9M
Non-Disc.$2.9M
Employees6
Clients0
DateDec 2019
Total AUM$23.8M
Discretionary$22.7M
Non-Disc.$1.1M
Employees7
Clients0
DateMar 2019
Total AUM$23.8M
Discretionary$22.7M
Non-Disc.$1.1M
Employees7
Clients0
DateNov 2018
Total AUM$18.7M
Discretionary$18.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$18.7M
Discretionary$18.7M
Non-Disc.$0
Employees5
Clients0
DateFeb 2018
Total AUM$18.7M
Discretionary$18.7M
Non-Disc.$0
Employees6
Clients0
DateApr 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateApr 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0