Sterling Capital Management LLC
Sterling Capital Management LLC is a registered investment adviser founded in 1970 and headquartered in Charlotte, NC. The firm is an indirect, wholly-owned subsidiary of Guardian Capital Group Limited, a diversified financial services company. Sterling has over 180 employees across offices in Charlotte, Raleigh, Virginia Beach, King of Prussia, and San Francisco. The firm serves a broad client base including individuals, institutions, retirement plans, charitable organizations, and other investors by providing personalized investment management, separate accounts, wrap programs, and direct indexing solutions.
Investment Strategy
Sterling Capital Management offers an array of fixed income, equity, and asset allocation strategies, including municipal bonds, value, growth, core equities, and direct indexing with tax management. The firm provides discretionary and non-discretionary portfolio management, using a disciplined investment process to construct portfolios aligned with clients’ objectives. They serve both institutional and individual clients through separate accounts, wrap programs, and model portfolios and place a strong emphasis on risk management, tax efficiency, and customized solutions.
Top Holdings
Equity Positions (3,173)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 5.27% | $371.3M | 746,460 | $434.66 | $497.41 | +$109.3M |
N NVDA | NVIDIA CORP | 3.44% | $242.1M | 1,532,587 | $128.35 | $157.99 | +$103.4M |
V VOO | VANGUARD S&P 500 ETF | 2.79% | $196.6M | 346,108 | $530.29 | $568.03 | +$30.2M |
S SCHW | SCHWAB (CHARLES) CORP | 2.63% | $185.1M | 2,028,959 | $64.88 | $91.24 | +$15.3M |
A AAPL | APPLE INC | 2.25% | $158.4M | 772,054 | $228.28 | $205.17 | +$19.6M |
Industry Allocation
Investment Team (14)
| Name | Role | Location | |
|---|---|---|---|
 | Director, Portfolio Manager | Charlotte, NC , United States | |
J Jeremy Paul Lopez | Director, Senior Equity Research Analyst | Virginia Beach, VA , United States | |
P Patrick Rau | Managing Director | Charlotte, NC , United States | |
 | Director, Portfolio Manager | Conshohocken, PA , United States | |
| Director and Research Analyst | Charlotte, NC , United States | ||
 | Fixed Income Analyst | Charlotte, NC , United States | |
 | Senior Managing Director, Chief Investment Officer-Head of Equity | Charlotte, NC , United States | |
B Brent Barton | Director and Senior Analyst | Charlotte, NC , United States | |
 | Investment Analyst | Raleigh, NC , United States | |
E Edward Mak | Global Managing Director | San Francisco, CA , United States |