STERLING PARTNERS EQUITY ADVISORS IS A LONG-ONLY ASSET MANAGEMENT FIRM SPECIALIZING IN SMALL-CAPITALIZATION EQUITY INVESTMENT STRATEGIES.
Sterling Partners Equity Advisors is a SEC registered investment advisor specializing in long-only small-capitalization equity investment strategies. We offer an experienced investment management team coupled with an institutional financial services infrastructure. Our objective is straightforward: to offer our clients risk-adjusted returns in excess of the Russell 2000 Value Index. Our disciplined and repeatable investment process has been developed over decades of experience, resulting in our long-term track record in small-cap value.* Sterling Partners Equity Advisors was formed through the lift-out of our Chief Investment Officer, who brings over 35 years of equity experience, along with his Senior Equity Analyst with whom he has worked for over 12 years. Our clients can rely on our consistently applied research and investment process.
Sterling Partners Equity Advisors is an affiliate of Sterling Fund Management, a Chicago-based diversified investment management firm formed in 1983. Sterling Fund Management is a SEC registered investment advisor and has invested in over 55 portfolio companies via eight institutional funds, as well as investing internal capital on a deal-by-deal basis across a variety of industries, growth stages and structures.* Sterling Fund Management provides active senior-level operational participation in Sterling Partners Equity Advisors accompanied with an operational infrastructure developed over 30 years.
*For further disclaimers, please refer to the Legal section of the website.