RIA Intel›Advisers›Illinois›STERLING FUND MANAGEMENT, LLC

STERLING FUND MANAGEMENT, LLC

Advisory

N·CHICAGO, IL

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$462M
1-Year AUM Growth
-3.3%
3-Year CAGR
-14.6%
Employees
11
Assets Under Management
Total AUM$462M
Discretionary AUM$462M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients11
Team
Total Employees11
Investment Advisers30
Employee Growth (1Y)+20.0%
Filing History
Total Filings on Record26
First FilingFeb 14, 2012
Latest FilingMar 31, 2026
🔒 Full AUM trend chart and 26 historical filings spanning 14+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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