Sterling Capital Management
advisor16 known aliases resolved via the canonical alias map
Market position · 2024
Plans served14-4 YoYRank #1042 of mapped providers
Assets under administration$5.0B0.0%Market share · rank #1914
Fees received$819,841Median $39,236/planSum across Schedule C direct + indirect
Net wins YoY-21 won · 3 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Sterling Capital Management plan look like?
Service mix · median fees per plan
Count of plans where Sterling Capital Management ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management fees paid directly by plan; Investment managementCode 28 | 8 | $36,377 | |
Investment management; Investment advisory (plan); Investment management fees paid directly by planCode 27 | 4 | $47,443 | |
Soft dollars commissions; Investment management fees paid directly by planCode 51 | 2 | $94,278 |
Competitor overlap
Percent of Sterling Capital Management's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Sterling Capital Management.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Sterling Capital Management; not this year.
| Sponsor | To | Assets |
|---|---|---|
MCWANE, INC.AL · 630139000-035 | Harbert Mezzanine Partners III, LP | $223M |
AMERIHEALTH CARITAS SERVICES, LLCPA · 455415725-002 | Mengel Metzger Barr & Co LLP | $186M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES, LOCALS 302 & 612 OF THE IUOE -WA · 916028571-001 | $3.3B | 19,582 | $134,424 | 10y | - |
BOARD OF TRUSTEES OF NURSES AND LOCAL 813 IBT RETIREMENT PLANNY · 133628926-001 | $613M | 13,994 | $136,999 | 10y | - |
REFRIGERATION, A/C & SERVICE DIV. (UA-NJ) PENSION FUNDNJ · 226109064-001 | $410M | 3,374 | $33,680 | 3y | - |
JOINT BOT CLEVELAND BAKERS AND TEAMSTERS PENSION FUNDOH · 340904419-001 | $350M | 9,142 | $39,073 | 10y | - |
ALLIANCE COAL, LLCOK · 730956034-002 | $101M | 1,411 | $176,777 | 2y | - |
BOARD OF TRUSTEES LEAGUE - ATPAM PENSION FUNDNJ · 132928856-001 | $80M | 708 | $54,132 | 3y | - |
BEN HILL GRIFFIN INCFL · 590585518-001 | $34M | 446 | $63,400 | 3y | - |
AAA COOPER TRANSPORTATIONAL · 630364620-001 | $34M | 1,151 | $84,541 | 6y | - |
SNYDER PAPER CORPORATIONNC · 560484179-001 | $21M | 285 | $31,485 | 4y | - |
AUTONEUM NORTH AMERICA, INC.MI · 521162115-007 | $15M | 461 | $0 | 8y | - |
Flag exposure
100.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (16)
Raw Schedule C names collapsed into Sterling Capital Management.
- IRON-CO-FED-COMPREHENSIVE
- IRON-CO-FID COMPREHENNSIVE
- IRON-CO-FID- COMPREHANSIVE
- STERLING CAPITAL
- STERLING CAPITAL EQUITY INCOME FUND
- STERLING CAPITAL LLC
- STERLING CAPITAL MANAGEMENT
- STERLING CAPITAL MANAGEMENT LL
- STERLING CAPITAL MANAGEMENT LLC
- STERLING CAPITAL MANAGEMENT, INC.
- STERLING CAPITAL MANAGEMENT, LLC
- STERLING CAPITAL MANGEMENT LLC
- STERLING CAPITAL MGMT
- STERLING CAPITAL MGMT LLC
- STERLING CAPITAL MGMT, LLC
- STERLING CAPTIAL MGMT LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Sterling Capital Management's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 1 | 7.14% | 7.76% | -0.62 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Sterling Capital Management. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Sterling Capital Management's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Proskauer Rose LLP | 2 | 14.3% |
| Barlow Coughran Morales & Josephson | 1 | 7.1% |
| Cohen Weiss & Simon LLP | 1 | 7.1% |
| Faulkner, Hoffman & Phillips, LLP | 1 | 7.1% |
| Fitzsimmons Abrams LLP | 1 | 7.1% |
| Lindabury, McCormick, Estabrook & Cooper | 1 | 7.1% |
| McDermott Will & Emery LLP | 1 | 7.1% |
| OBrien, Belland & Bushinsky, LLC | 1 | 7.1% |
| Pryor Cashman LLP | 1 | 7.1% |
| Turner, Stoeve & Gagliardi, P.S. | 1 | 7.1% |