Overview

Sterling Partners Equity Advisors (SPEA) is a limited liability company formed in January 2017. SPEA is a SEC registered investment advisor specializing in long-only small-capitalization equity investment strategies. We offer an experienced management team coupled with an institutional financial services infrastructure. SPEA offers GIPS compliant U.S. based small-cap value and large-cap value equity strategies managed as separately managed accounts. SPEA also offers broader based wealth advisory services to high net worth individuals. SPEA was formed as the lift-out of our Chief Investment Officer, who brings over 35 years of equity experience. SPEA is an affiliate of Sterling Fund Management, LLC, a Chicago-based diversified investment management firm established in 1983 (___). Sterling Fund Management invests capital on a deal-by-deal basis across a variety of industries, growth stages and structures.

We are interested in entering into a mutually beneficial strategic relationship through the acquisition or merger with an existing registered investment advisor with established AUM and client base.

Market
Advisor/RIA
Last Activity
6 months or more

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