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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 30, 2023
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BECKER, DOUGLAS, LEE | I | LLC MANAGER | NA | Control |
| BECKER, DOUGLAS, LEE | I | LLC MANAGER | NA | Control |
| BECKER, DOUGLAS, LEE | I | LLC MANAGER | NA | Control |
| BECKER, DOUGLAS, LEE | I | LLC MANAGER | NA | Control |
| BECKER, DOUGLAS, LEE | I | LLC MANAGER | NA | Control |
| BECKER, DOUGLAS, LEE | I | LLC MANAGER | NA | Control |
| BECKER, DOUGLAS, LEE | I | LLC MANAGER | NA | Control |
| BECKER, DOUGLAS, LEE | I | LLC MANAGER | NA | Control |
| ELBURN, JEFFREY, WILLIAM | I | CHIEF FINANCIAL OFFICER | NA | Control |
| ELBURN, JEFFREY, WILLIAM | I | CHIEF FINANCIAL OFFICER | NA | Control |
| ELBURN, JEFFREY, WILLIAM | I | CHIEF FINANCIAL OFFICER / LLC MANAGER | NA | Control |
| ELBURN, JEFFREY, WILLIAM | I | CHIEF FINANCIAL OFFICER | NA | Control |
| ELBURN, JEFFREY, WILLIAM | I | CHIEF FINANCIAL OFFICER / LLC MANAGER | NA | Control |
| ELBURN, JEFFREY, WILLIAM | I | CHIEF FINANCIAL OFFICER / LLC MANAGER | NA | Control |
| ELBURN, JEFFREY, WILLIAM | I | CHIEF FINANCIAL OFFICER | NA | Control |
| ELBURN, JEFFREY, WILLIAM | I | CHIEF FINANCIAL OFFICER | NA | Control |
| ELBURN, JEFFREY, WILLIAM | I | CHIEF FINANCIAL OFFICER | NA | Control |
| ELBURN, JEFFREY, WILLIAM | I | CHIEF FINANCIAL OFFICER | NA | Control |
| ELBURN, JEFFREY, WILLIAM | I | CHIEF FINANCIAL OFFICER | NA | Control |
| ELBURN, JEFFREY, WILLIAM | I | CHIEF FINANCIAL OFFICER | NA | Control |
| ELBURN, JEFFREY, WILLIAM | I | CHIEF FINANCIAL OFFICER | NA | Control |
| ELBURN, JEFFREY, WILLIAM | I | CHIEF FINANCIAL OFFICER | NA | Control |
| EPSTEIN, MAURY, AVRAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EPSTEIN, MAURY, AVRAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EPSTEIN, MAURY, AVRAM | I | CHIEF COMPLIANCE OFFICER / GENERAL COUNSEL / LLC MANAGER | NA | Control |
| EPSTEIN, MAURY, AVRAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EPSTEIN, MAURY, AVRAM | I | CHIEF COMPLIANCE OFFICER / GENERAL COUNSEL / LLC MANAGER | NA | Control |
| EPSTEIN, MAURY, AVRAM | I | CHIEF COMPLIANCE OFFICER / GENERAL COUNSEL / LLC MANAGER | NA | Control |
| EPSTEIN, MAURY, AVRAM | I | CHIEF COMPLIANCE OFFICER / GENERAL COUNSEL | NA | Control |
| EPSTEIN, MAURY, AVRAM | I | CHIEF COMPLIANCE OFFICER / GENERAL COUNSEL | NA | Control |
| EPSTEIN, MAURY, AVRAM | I | CHIEF COMPLIANCE OFFICER / GENERAL COUNSEL | NA | Control |
| EPSTEIN, MAURY, AVRAM | I | CHIEF COMPLIANCE OFFICER / GENERAL COUNSEL | NA | Control |
| EPSTEIN, MAURY, AVRAM | I | CHIEF COMPLIANCE OFFICER / GENERAL COUNSEL | NA | Control |
| EPSTEIN, MAURY, AVRAM | I | CHIEF COMPLIANCE OFFICER / GENERAL COUNSEL | NA | Control |
| EPSTEIN, MAURY, AVRAM | I | CHIEF COMPLIANCE OFFICER / GENERAL COUNSEL | NA | Control |
| EPSTEIN, MAURY, AVRAM | I | CHIEF COMPLIANCE OFFICER / GENERAL COUNSEL | NA | Control |
| FISHER, ELYSSA, RAE | I | SENIOR COMPLIANCE OFFICER | NA | Control |
| HOEHN-SARIC, RUDOLF, CHRISTOPHER | I | LLC MANAGER | NA | Control |
| HOEHN-SARIC, RUDOLF, CHRISTOPHER | I | LLC MANAGER | NA | Control |
| HOEHN-SARIC, RUDOLF, CHRISTOPHER | I | LLC MANAGER | NA | Control |
| HOEHN-SARIC, RUDOLF, CHRISTOPHER | I | LLC MANAGER | NA | Control |
| HOEHN-SARIC, RUDOLF, CHRISTOPHER | I | LLC MANAGER | NA | Control |
| HOEHN-SARIC, RUDOLF, CHRISTOPHER | I | LLC MANAGER | NA | Control |
| HOEHN-SARIC, RUDOLF, CHRISTOPHER | I | LLC MANAGER | NA | Control |
| HOEHN-SARIC, RUDOLF, CHRISTOPHER | I | LLC MANAGER | NA | Control |
| IZENMAN, JEFFREY, DAVID | I | MANAGING DIRECTOR - STRATEGIC DEVELOPMENT | NA | Control |
| KNIGHT, TIMOTHY, ANDREW | I | DIRECTOR OF OPERATIONS | NA | |
| KNIGHT, TIMOTHY, ANDREW | I | DIRECTOR OF OPERATIONS | NA | |
| KNIGHT, TIMOTHY, ANDREW | I | DIRECTOR OF OPERATIONS | NA | |
| KNIGHT, TIMOTHY, ANDREW | I | DIRECTOR OF OPERATIONS | NA | |
| SCHWARTZ, ROBERTA, LEE | I | DIRECTOR OF OPERATIONS | NA | Control |
| SCHWARTZ, ROBERTA, LEE | I | DIRECTOR OF OPERATIONS | NA | Control |
| SCHWARTZ, ROBERTA, LEE | I | DIRECTOR OF OPERATIONS | NA | Control |
| SCHWARTZ, ROBERTA, LEE | I | DIRECTOR OF OPERATIONS | NA | Control |
| SCHWARTZ, ROBERTA, LEE | I | DIRECTOR OF OPERATIONS | NA | Control |
| SCHWARTZ, ROBERTA, LEE | I | DIRECTOR OF OPERATIONS | NA | Control |
| SCHWARTZ, ROBERTA, LEE | I | DIRECTOR OF OPERATIONS | NA | Control |
| SCHWARTZ, ROBERTA, LEE | I | CLIENT RELATIONSHIP MANAGER | NA | |
| SCHWARTZ, ROBERTA, LEE | I | CLIENT RELATIONSHIP MANAGER | NA | |
| SCHWARTZ, ROBERTA, LEE | I | CLIENT RELATIONSHIP MANAGER | NA | |
| SILVERMAN, KEVIN, EUGENE | I | CHIEF INVESTMENT OFFICER / LLC MANAGER | NA | Control |
| SILVERMAN, KEVIN, EUGENE | I | CHIEF INVESTMENT OFFICER / LLC MANAGER | NA | Control |
| SILVERMAN, KEVIN, EUGENE | I | CHIEF INVESTMENT OFFICER / LLC MANAGER | NA | Control |
| TASLITZ, STEVEN, MICHAEL | I | LLC MANAGER | NA | Control |
| TASLITZ, STEVEN, MICHAEL | I | LLC MANAGER | NA | Control |
| TASLITZ, STEVEN, MICHAEL | I | LLC MANAGER | NA | Control |
| TASLITZ, STEVEN, MICHAEL | I | LLC MANAGER | NA | Control |
| TASLITZ, STEVEN, MICHAEL | I | LLC MANAGER | NA | Control |
| TASLITZ, STEVEN, MICHAEL | I | LLC MANAGER | NA | Control |
| TASLITZ, STEVEN, MICHAEL | I | LLC MANAGER | NA | Control |
| TASLITZ, STEVEN, MICHAEL | I | LLC MANAGER | NA | Control |
| STERLING PARTNERS INVESTMENT GROUP LLC | DE | MEMBER | E | Control |
| STERLING PARTNERS INVESTMENT GROUP LLC | DE | MEMBER | E | Control |
| STERLING PARTNERS INVESTMENT GROUP LLC | DE | MEMBER | E | Control |
| STERLING PARTNERS INVESTMENT GROUP LLC | DE | MEMBER | D | Control |
| STERLING PARTNERS INVESTMENT GROUP LLC | DE | MEMBER | D | Control |
| STERLING PARTNERS INVESTMENT GROUP LLC | DE | MEMBER | D | Control |
| STERLING PARTNERS INVESTMENT GROUP LLC | DE | MEMBER | D | Control |
| STERLING PARTNERS INVESTMENT GROUP LLC | DE | MEMBER | D | Control |
| STERLING PARTNERS INVESTMENT GROUP LLC | DE | MEMBER | D | Control |
| STERLING PARTNERS INVESTMENT GROUP LLC | DE | MEMBER | D | Control |
| STERLING PARTNERS INVESTMENT GROUP LLC | DE | MEMBER | D | Control |
| STERLING PARTNERS INVESTMENT GROUP LLC | DE | MEMBER | D | Control |
| STERLING PARTNERS INVESTMENT GROUP LLC | DE | MEMBER | D | Control |
| STERLING PARTNERS INVESTMENT GROUP LLC | DE | MEMBER | D | Control |
| IZENMAN, JEFFREY, DAVID | I | CHIEF EXECUTIVE OFFICER | B | Control |
| IZENMAN, JEFFREY, DAVID | I | CHIEF EXECUTIVE OFFICER | B | Control |
| IZENMAN, JEFFREY, DAVID | I | MANAGING DIRECTOR | B | Control |
| SILVERMAN, KEVIN, EUGENE | I | CHIEF INVESTMENT OFFICER | B | Control |
| SILVERMAN, KEVIN, EUGENE | I | CHIEF INVESTMENT OFFICER | B | Control |
| SILVERMAN, KEVIN, EUGENE | I | CHIEF INVESTMENT OFFICER | B | Control |
| SILVERMAN, KEVIN, EUGENE | I | CHIEF INVESTMENT OFFICER | B | Control |
| SILVERMAN, KEVIN, EUGENE | I | CHIEF INVESTMENT OFFICER | B | Control |
| SILVERMAN, KEVIN, EUGENE | I | CHIEF INVESTMENT OFFICER | B | Control |
| SILVERMAN, KEVIN, EUGENE | I | CHIEF INVESTMENT OFFICER | B | Control |
| SILVERMAN, KEVIN, EUGENE | I | CHIEF INVESTMENT OFFICER | B | Control |
| SILVERMAN, KEVIN, EUGENE | I | CHIEF INVESTMENT OFFICER | B | Control |
| SILVERMAN, KEVIN, EUGENE | I | CHIEF INVESTMENT OFFICER | B | Control |
| SILVERMAN, KEVIN, EUGENE | I | CHIEF INVESTMENT OFFICER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BECKER, DOUGLAS, LEE | I | STERLING PARTNERS INVESTMENT GROUP LLC | F | Control |
| BECKER, DOUGLAS, LEE | I | STERLING PARTNERS INVESTMENT GROUP LLC | F | Control |
| BECKER, DOUGLAS, LEE | I | STERLING PARTNERS INVESTMENT GROUP LLC | F | Control |
| BECKER, DOUGLAS, LEE | I | STERLING PARTNERS INVESTMENT GROUP LLC | F | Control |
| BECKER, DOUGLAS, LEE | I | STERLING PARTNERS INVESTMENT GROUP LLC | F | Control |
| BECKER, DOUGLAS, LEE | I | STERLING PARTNERS INVESTMENT GROUP LLC | F | Control |
| BECKER, DOUGLAS, LEE | I | STERLING PARTNERS INVESTMENT GROUP LLC | F | Control |
| BECKER, DOUGLAS, LEE | I | STERLING PARTNERS INVESTMENT GROUP LLC | F | Control |
| HOEHN-SARIC, RUDOLF, CHRISTOPHER | I | STERLING PARTNERS INVESTMENT GROUP LLC | F | Control |
| HOEHN-SARIC, RUDOLF, CHRISTOPHER | I | STERLING PARTNERS INVESTMENT GROUP LLC | F | Control |
| HOEHN-SARIC, RUDOLF, CHRISTOPHER | I | STERLING PARTNERS INVESTMENT GROUP LLC | F | Control |
| HOEHN-SARIC, RUDOLF, CHRISTOPHER | I | STERLING PARTNERS INVESTMENT GROUP LLC | F | Control |
| HOEHN-SARIC, RUDOLF, CHRISTOPHER | I | STERLING PARTNERS INVESTMENT GROUP LLC | F | Control |
| HOEHN-SARIC, RUDOLF, CHRISTOPHER | I | STERLING PARTNERS INVESTMENT GROUP LLC | F | Control |
| HOEHN-SARIC, RUDOLF, CHRISTOPHER | I | STERLING PARTNERS INVESTMENT GROUP LLC | F | Control |
| HOEHN-SARIC, RUDOLF, CHRISTOPHER | I | STERLING PARTNERS INVESTMENT GROUP LLC | F | Control |
| TASLITZ, STEVEN, MICHAEL | I | STERLING PARTNERS INVESTMENT GROUP LLC | F | Control |
| TASLITZ, STEVEN, MICHAEL | I | STERLING PARTNERS INVESTMENT GROUP LLC | F | Control |
| TASLITZ, STEVEN, MICHAEL | I | STERLING PARTNERS INVESTMENT GROUP LLC | F | Control |
| TASLITZ, STEVEN, MICHAEL | I | STERLING PARTNERS INVESTMENT GROUP LLC | F | Control |
| TASLITZ, STEVEN, MICHAEL | I | STERLING PARTNERS INVESTMENT GROUP LLC | F | Control |
| TASLITZ, STEVEN, MICHAEL | I | STERLING PARTNERS INVESTMENT GROUP LLC | F | Control |
| TASLITZ, STEVEN, MICHAEL | I | STERLING PARTNERS INVESTMENT GROUP LLC | F | Control |
| TASLITZ, STEVEN, MICHAEL | I | STERLING PARTNERS INVESTMENT GROUP LLC | F | Control |
| BECKER, DOUGLAS, LEE | I | STERLING PARTNERS INVESTMENT GROUP LLC | C | Control |
| BECKER, DOUGLAS, LEE | I | STERLING PARTNERS INVESTMENT GROUP LLC | C | Control |
| BECKER, DOUGLAS, LEE | I | STERLING PARTNERS INVESTMENT GROUP LLC | C | Control |
| BECKER, DOUGLAS, LEE | I | STERLING PARTNERS INVESTMENT GROUP LLC | C | Control |
| BECKER, DOUGLAS, LEE | I | STERLING PARTNERS INVESTMENT GROUP LLC | C | Control |
| HOEHN-SARIC, RUDOLF, CHRISTOPHER | I | STERLING PARTNERS INVESTMENT GROUP LLC | C | Control |
| HOEHN-SARIC, RUDOLF, CHRISTOPHER | I | STERLING PARTNERS INVESTMENT GROUP LLC | C | Control |
| HOEHN-SARIC, RUDOLF, CHRISTOPHER | I | STERLING PARTNERS INVESTMENT GROUP LLC | C | Control |
| HOEHN-SARIC, RUDOLF, CHRISTOPHER | I | STERLING PARTNERS INVESTMENT GROUP LLC | C | Control |
| HOEHN-SARIC, RUDOLF, CHRISTOPHER | I | STERLING PARTNERS INVESTMENT GROUP LLC | C | Control |
| TASLITZ, STEVEN, MICHAEL | I | STERLING PARTNERS INVESTMENT GROUP LLC | C | Control |
| TASLITZ, STEVEN, MICHAEL | I | STERLING PARTNERS INVESTMENT GROUP LLC | C | Control |
| TASLITZ, STEVEN, MICHAEL | I | STERLING PARTNERS INVESTMENT GROUP LLC | C | Control |
| TASLITZ, STEVEN, MICHAEL | I | STERLING PARTNERS INVESTMENT GROUP LLC | C | Control |
| TASLITZ, STEVEN, MICHAEL | I | STERLING PARTNERS INVESTMENT GROUP LLC | C | Control |
Registrations
Federal
IA
Mar 30, 2023 REGISTERED
Notice Filings (2)
IL MD
Address
167 N. GREEN STREET5TH FLOOR
CHICAGO, IL 60607
United States
Phone: 312-465-7000