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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA) HQ: Charlotte, NC

Sterling Capital Management

$69.1B Total AUM · Institutional LP profile covering 24 historical fund disclosure records ($3.86B parsed USD across disclosed rows) across disclosed strategy exposure in Infrastructure, Buyout, Venture Capital, Private Credit, Real Estate (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
24
5 Open Source Trails Below
Sum of Disclosed Rows
$3.86B
Total AUM: $69.1B
Median Disclosed Amount
$110.8M
Range: $15.0M – $432.6M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/24)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Sterling Capital Management

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 24 total tracked records (+19 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
OrbiMed Private Investments IX, L.P.Adviser 7.B Vehicle Buyout 2025
$406.3M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Streamlined VAdviser 7.B Vehicle Venture Capital 2025
$357.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Sixth Street Agriculture Partners IAdviser 7.B Vehicle Private Credit 2025
$319.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Jain Global Onshore Fund LPAdviser 7.B Vehicle Multi-Strategy 2024
$432.6M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Wheelock Street Real Estate Fund VII LPAdviser 7.B Vehicle Real Estate 2024
$376.2M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Sterling Capital Management

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Sterling Capital Management (OCIO / Wealth RIA, $69.1B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 17.0% vs. 16.2% Actual; $553.2M Unallocated Target Bandwidth). SEC Form ADV (801-64257, CRD #135405) verified $69.15B discretionary AUM (Item 5.G.(12) External Private Manager Selection); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($10M-$30M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-22

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Sterling Capital Management

654 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Sterling Capital Management (24 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 12 Shared Vehicles

Funafuti Tuvalu Hoosac Sovereign Strategic Investment Fund

Sovereign Wealth Fund Funafuti, Tuvalu
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Mercato Partners Traverse IV, LP (2024 Vintage)
Sterling Capital Management: $81.2M · SEC Form ADV 7.B
Funafuti Tuvalu Hoosac Sovereign Strategic Investment Fund: $26.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Merit Energy Partners F-II, LP (2023 Vintage) · Meridiam Sustainable Infrastructure Europe IV (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 12 Shared Vehicles

Novant Health Long-Term Investment Pool

Healthcare / Hospital System Winston-Salem, NC
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Merit Energy Partners F-II, LP (2023 Vintage)
Sterling Capital Management: $79.5M · SEC Form ADV 7.B
Novant Health Long-Term Investment Pool: $17.0M · IRS Form 990 Sched D

Additional shared vehicles: Mercato Partners Traverse IV, LP (2024 Vintage) · Meridiam Sustainable Infrastructure Europe IV (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 12 Shared Vehicles

CNA Financial General Account

Insurance Company Chicago, IL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
I Squared Global Infrastructure III (2022 Vintage)
Sterling Capital Management: $15.0M · SEC Form ADV 7.B
CNA Financial General Account: $25.0M · SEC EDGAR Filing

Additional shared vehicles: Merit Energy Partners F-II, LP (2023 Vintage) · Meridiam Sustainable Infrastructure Europe IV (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+651 Additional Institutional LPs Report Shared Vehicles with Sterling Capital Management

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Sterling Capital Management

You are viewing 5 open public preview records (out of 24 total tracked records for Sterling Capital Management) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 24 tracked historical disclosure records (+19 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (654 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

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Strategies Disclosed by Sterling Capital Management

Infrastructure LPs →Buyout LPs →Venture Capital LPs →Private Credit LPs →Real Estate LPs →

Frequently Asked Questions: Sterling Capital Management

What type of institutional allocator is Sterling Capital Management and what is their typical disclosed ticket size?

Sterling Capital Management is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA); Headquarters: Charlotte, NC). Across 24 historical disclosure records tracked on Prilago ($3.86B total parsed USD across disclosed rows), the median disclosed amount is $110.8M (range: $15.0M to $432.6M).

Which private-market strategies appear in Sterling Capital Management's public disclosures?

Sterling Capital Management has disclosed records across Infrastructure, Buyout, Venture Capital, Private Credit, Real Estate. Open preview records include OrbiMed Private Investments IX, L.P. (2025 Vintage), Streamlined V (2025 Vintage), Sixth Street Agriculture Partners I (2025 Vintage), Jain Global Onshore Fund LP (2024 Vintage).

How are Sterling Capital Management's historical records substantiated and separated from active searches on Prilago?

Records for Sterling Capital Management cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Sterling Capital Management's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/sterling-capital-management or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Sterling Capital Management?

In Prilago's bilateral commitment graph, Sterling Capital Management shares resolved underlying fund vehicles with 654 institutional LPs across 24 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Funafuti Tuvalu Hoosac Sovereign Strategic Investment Fund (12 shared vehicles, e.g. Mercato Partners Traverse IV, LP (2024 Vintage)), Novant Health Long-Term Investment Pool (12 shared vehicles, e.g. Merit Energy Partners F-II, LP (2023 Vintage)), CNA Financial General Account (12 shared vehicles, e.g. I Squared Global Infrastructure III (2022 Vintage)).

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