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STERLING FUTURES

Advisory

SAN FRANCISCO, CA

Data as of Apr 30, 2026 · Source: SEC Form ADV

Rank in CA

#3,980

of 5,480 advisers by AUM

Average account

$474K

across 60 accounts

AUM per adviser

$28M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 30, 2026.

Total AUM

$28M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$28M

Discretionary AUM$26M

Non-Discretionary AUM$2M

Discretionary %91.8%

Total Clients23

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndJanuary

Operates InCA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

23 clients

14 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

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$28M

REIGATE INVESTORS LLC

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GORDIAN CAPITAL MANAGEMENT, LLC

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