The Sterling Group, L.P.
Houston, TX·SEC-registered · CRD #157406
The Sterling Group, L.P. is an SEC-registered investment advisory firm in Houston, TX managing $9.0B across 20 client accounts, with 76 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$9.0B
Client accounts
20
Advisory staff
76
Fee model
Fee-only
How The Sterling Group, L.P. is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about The Sterling Group, L.P.
How much does The Sterling Group, L.P. manage?
Per its most recent SEC Form ADV filing (03/31/2026), The Sterling Group, L.P. reports $9.0B in regulatory assets under management across roughly 20 client accounts.
How does The Sterling Group, L.P. charge?
The Sterling Group, L.P. is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is The Sterling Group, L.P. a fiduciary?
Yes. The Sterling Group, L.P. is registered with the U.S. Securities and Exchange Commission (CRD #157406), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is The Sterling Group, L.P. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks The Sterling Group, L.P. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Houston, TX
Profile compiled from The Sterling Group, L.P.'s public SEC Form ADV filing (CRD #157406, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of The Sterling Group, L.P.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with The Sterling Group, L.P.? Claim this profile.