Managers/Private credit/Texas/The Sterling Group

The Sterling Group

The Sterling Group is a private credit and private equity manager in Houston, TX. It is registered with the SEC as an investment adviser with $9B in regulatory assets and 87 staff. It has 12 funds on file.

Funds on file
12
Raised, all funds
$1.9B
Regulatory assets
$9B
Staff
87
Pension investors
1
See the adviser's own filing →

Latest fund filing

Funds

DateFundTypeRaisedTarget
STERLING GROUP CREDIT FUND, L.P. Private credit $0 $225M
STERLING GROUP CREDIT FUND (PARALLEL), L.P. Private credit $0 $225M
Aug 2024 STERLING GROUP CREDIT FUND III, L.P. Private credit $0 $400M
Aug 2024 STERLING GROUP CREDIT FUND III (PARALLEL), L.P. Private credit $0 $400M
Feb 2024 STERLING GROUP PARTNERS VI, L.P. Private equity $0 $2.8B
Feb 2024 STERLING GROUP PARTNERS VI (PARALLEL), L.P. Private equity $0 $2.8B
Apr 2023 STERLING GROUP FOUNDATION FUND, L.P. Private equity $636.6M $500M
Apr 2023 STERLING GROUP FOUNDATION FUND (PARALLEL), L.P. Private equity $636.6M $500M
Mar 2022 STERLING GROUP FOUNDATION FUND (EXECUTIVE FUND), L.P. Private equity $0 Not given
Feb 2022 STERLING GROUP CREDIT FUND II, L.P. Private credit $278.3M $400M
Feb 2022 STERLING GROUP CREDIT FUND II (PARALLEL), L.P. Private credit $278.3M $400M
Dec 2020 STERLING GROUP PARTNERS V (EXECUTIVE FUND), L.P. Private equity $50.8M $52.2M

Adviser record

RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$9B
Employees87
Clients20 private funds.
Control personsBrandon, P Baudin, Gregory, Lynn Elliott, John, David Hawkins, David, Brian Henry, Maximilian, Paul Klupchak, Scott, M Maclaren.
Private funds13 private funds holding $5.9B in gross assets.

Private funds it reports

FundTypeGross assets
Sterling Group Partners V Private equity $1.4B
Sterling Group Partners IV Private equity $1.2B
Sterling Group Partners V (parallel) Private equity $1.1B
Sterling Group Partners IV (parallel) Private equity $979.8M
Sterling Group Foundation Fund Private equity $423.4M
Sterling Group Credit Fund II Private equity $276.1M
Sterling Group Credit Fund Private equity $240.2M
Sterling Group Foundation Fund (parallel) Private equity $170M
Sterling Group Partners V (executive Fund) Private equity $76.6M
Sterling Group Credit Fund II (parallel) Private equity $60.6M
Sterling Group Credit Fund (parallel) Private equity $33.9M
Sterling Group Foundation Fund (executive Fund) Private equity $27.6M
Sterling Group Credit Fund II (executive Fund) Private equity $9.7M