August 23, 2017 5:37 AM ET

Capital Markets

Company Overview of Sterling Capital Management LLC

Company Overview

The firm primarily provides its services to high net worth individuals. It also provides its services to public, sub-advisory, investment companies, pension and profit sharing plans, pooled investment vehicles, charitable organizations, corporations, state or municipal government entities, endowment, foundation, healthcare companies, WRAP programs, insurance, and Taft-Harley. The firm manages client-focused equity and fixed income portfolios. It launches and manages equity, fixed income, and balanced mutual funds for its clients. The firm invests in the public equity and fixed income markets of the United States. It typically makes its equity investments in value stocks of small-cap and mid-...

4350 Congress Street

Suite 1000

Charlotte, NC 28209

United States

Founded in 1970

Phone:

704-927-4175

Fax:

704-376-7142

Key Executives for Sterling Capital Management LLC

President, Senior MD & Member of the Board of Director
Executive Director and Head of Finance and Accounting
MD & Head of Sales, Marketing and Client Service
Managing Director & Senior Portfolio Manager
Compensation as of Fiscal Year 2017.

Sterling Capital Management LLC Key Developments

Vanguard Explorer Value Fund Announces Departure of Sterling Capital Management LLC as Advisor

Vanguard announced modifications to the investment advisory arrangements of the $317 million Explorer Value Fund (VEVFX). Sterling Capital Management LLC will no longer serve as an advisor to the fund. The portion of the portfolio formerly managed by Sterling (approximately 31% of fund assets) has been equally apportioned to existing managers Frontier Capital Management Co., LLC and Cardinal Capital Management, L.L.C.

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Recent Private Companies Transactions

Type
Date
Target
Merger/Acquisition
June 30, 2017
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