# PER STIRLING CAPITAL MANAGEMENT, LLC

PER STIRLING CAPITAL MANAGEMENT, LLC of AUSTIN, TX is an SEC-registered investment adviser.

## Registration

- CRD: 151671
- Type: SEC-registered investment adviser
- SEC file number: 801-70707
- Location: 4800 BEE CAVES ROAD, AUSTIN, TX, 78746
- Phone: 512-628-2300
- Latest filing: 2026-03-30
- Regulatory AUM: $1.6B
- Discretionary AUM: $1.6B
- Clients: 30
- Accounts: 3,766

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| John Per Osullivan | MANAGING MEMBER | — |
| Robert Stirling Phipps | MANAGING MEMBER | — |
| Richard Alan Jacobs | MEMBER | — |
| Carol Elois Sheffield | CHIEF OPERATIONS OFFICER | — |
| Amber Jean Bell | CHIEF COMPLIANCE OFFICER | — |
| PHIPPS ROBERT STIRLING | MANAGING MEMBER; OWNER | — |
| OSULLIVAN JOHN PER | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, MANAGING MEMBER; MANAGING MEMBER | — |
| JACOBS RICHARD ALAN | MEMBER | — |
| BELL AMBER JEAN | CHIEF COMPLIANCE OFFICER | — |
| Sheffield Carol | CHIEF OPERATIONS OFFICER | — |
| SHEFFIELD CAROL ELOIS | CHIEF OPERATIONS OFFICER | — |


## Disclosures (2)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| AUSTIN | TX | 11 | 512-527-8411 |
| AUSTIN | TX | 11 | 512-527-8411 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/151671/brochure
- Similar advisers: https://search.stillhousedata.com/firm/151671/similar
- Related entities: https://search.stillhousedata.com/firm/151671/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/151671

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.