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Sterling Growth Investments, LLC

Sterling Growth Investments, LLC. CRD 150009

Sterling Growth Investments, LLC logo

CRD: 150009

Sterling Growth Investments, LLC

$5.7M Total AUM
$5.7M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
17 yrs Firm Age

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Firm Details

Custodian
--
Clients
Retail
Platforms
--
Established Date
05-26-2009
Office Locations
1

Office Locations

-- Colleyville TX

About Sterling Growth Investments, LLC

Sterling is a middle-market private equity firm focused on distribution and business services, investing in recession-resistant, fragmented end markets with recurring demand. The firm partners closely with management teams to build scale, strengthen competitive advantages, and support technology leadership. With 30+ years of experience (founded 1991), it typically invests $100–$450M of equity per transaction and has completed 248+ transactions.

Team overview

-- AVG AGE
$5.7M AVG AUM / ADVISOR
$570.0K AVG AUM / CLIENT
15.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age

Insights

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Asset Classes

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Investment Themes

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Owner & Executives

J

JAY HARSHADLAL VORA

Associate, Chief Compliance Officer

CRD
#5667146
Ownership
75% or more
Available
Available
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Contacts

R

RENU JAY VORA

--

CRD
#5667147
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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $5,700,000 --
Non-Discretionary $0 --
Total $5,700,000 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Cash:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Cash Available Available
Total Available Available

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