THE STERLING GROUP, L.P.

THE STERLING GROUP, L.P. of HOUSTON, TX is an SEC-registered investment adviser (CRD 157406). Regulatory assets under management: $9.0B.

Registration

Business model

Compensation: % of AUM, Performance, Other.

Clients served: Investment cos, Other.

Officers, owners & control persons (24)

NameRoleLocation
Gregory Lynn ElliottPARTNER / LIMITED PARTNER—
Reymond Kenneth WallacePARTNER / LIMITED PARTNER—
David Brian HenryPARTNER / LIMITED PARTNER—
Bradley Alan StallerPARTNER / LIMITED PARTNER; PARTNER/LIMITED PARTNER—
Brandon Paul BaudinCHIEF FINANCIAL OFFICER—
Scott Michael MaclarenPARTNER / LIMITED PARTNER—
Frances Mckay JonesCHIEF COMPLIANCE OFFICER—
Maximilian Paul KlupchakCHIEF COMPLIANCE OFFICER, GENERAL COUNSEL—
ROSENTHAL DALE LEEPARTNER; PARTNER / LIMITED PARTNER—
GARLAND CHARLES KEVINPARTNER; PARTNER / LIMITED PARTNER—
HAWKINS JOHN DAVIDPARTNER; PARTNER / LIMITED PARTNER—
OEHMIG WILLIAM CHENOWITHADVISORY PARTNER; ADVISORY PARTNER / LIMITED PARTNER—
ELLIOTT GREGORY LYNNPARTNER; PARTNER / LIMITED PARTNER—
WALLACE REYMOND KENNETHPARTNER; PARTNER / LIMITED PARTNER—
NELSON THOMAS HUNTERADVISORY PARTNER; ADVISORY PARTNER / LIMITED PARTNER—
HEVRDEJS FRANK JAMESADVISORY PARTNER; ADVISORY PARTNER / LIMITED PARTNER—
JEFFERIES SHIRLEY REESECHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER—
BAUDIN BRANDON PCHIEF FINANCIAL OFFICER—
HENRY DAVID BRIANPARTNER / LIMITED PARTNER—
KLUPCHAK MAXIMILIAN PAULCHIEF COMPLIANCE OFFICER—
STALLER BRADLEY APARTNER/LIMITED PARTNER—
MACLAREN SCOTT MPARTNER / LIMITED PARTNER—
Robert Toms GrayCHIEF COMPLIANCE OFFICER—
John Francis GriffinPARTNER / LIMITED PARTNER—

Private funds (20)

Showing 15 of 20 funds by gross asset value.

FundTypeFormedOwnersGross asset valueMin investment
STERLING GROUP PARTNERS VI, L.P.Private Equity FundDelaware115$1.9B$10.0M
STERLING GROUP PARTNERS V, L.P.Private Equity FundCayman Islands69$1.8B$5.0M
STERLING GROUP PARTNERS VI (PARALLEL), L.P.Private Equity FundDelaware125$1.6B$10.0M
STERLING GROUP PARTNERS V (PARALLEL), L.P.Private Equity FundCayman Islands71$1.4B$5.0M
STERLING GROUP FOUNDATION FUND, L.P.Private Equity FundDelaware30$422.2M$5.0M
STERLING GROUP CREDIT FUND II, L.P.Private Equity FundDelaware17$319.5M$5.0M
STERLING GROUP PARTNERS IV, L.P.Private Equity FundCayman Islands44$298.5M$5.0M
STERLING GROUP PARTNERS IV (PARALLEL), L.P.Private Equity FundCayman Islands39$248.3M$5.0M
STERLING GROUP CREDIT FUND III, L.P.Private Equity FundDelaware7$200.0M$5.0M
STERLING GROUP CREDIT FUND, L.P.Private Equity FundDelaware8$199.6M$5.0M
STERLING GROUP FOUNDATION FUND (PARALLEL), L.P.Private Equity FundDelaware15$169.4M$5.0M
STERLING GROUP PARTNERS VI (EXECUTIVE FUND), L.P.Private Equity FundDelaware45$106.5M$150K
STERLING GROUP PARTNERS V (EXECUTIVE FUND), L.P.Private Equity FundCayman Islands35$97.2M$150K
STERLING FUND VI CO-INVEST, L.P.Private Equity FundDelaware1$75.0M—
STERLING GROUP CREDIT FUND II (PARALLEL), L.P.Private Equity FundDelaware4$69.9M$5.0M

Branch offices (2)

CityStateEmployeesPhone
DALLASTX14214-764-6432
DALLASTX14214-764-6432

Fund service providers (1)

More on this firm