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They include 1,777 other individuals, 1,011 high-net-worth individuals and 271 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 15 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Sterling Capital Management offer?","answer":"Sterling Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions, selecting other managers and other activities.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Sterling Capital Management use?","answer":"Sterling Capital Management’s separately managed account assets are held at Truist Bank (Wilson, NC), with $27,047,818,544, Fidelity Management Trust Comapany (Boston, MA), with $17,442,954,353 and The Bank of New York Mellon (New York, NY), with $6,563,681,594. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 15 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Sterling Capital Management have?","answer":"Sterling Capital Management has 39 investment adviser representatives registered with state securities authorities, out of 186 employees, and 64 perform investment advisory functions. 36 are registered representatives of a broker-dealer and 0 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Sterling Capital Management invest in?","answer":"At the end of its last fiscal year, Sterling Capital Management’s separately managed accounts held 35% investment grade corporate bonds, 31% U.S. government and agency bonds, 10% state and local bonds, 8% \"other\" category primarily consists of non agency securitized fixed income instruments (abs/cmbs/mbs) and repurchase agreements., 6% exchange-traded equities, 6% pooled vehicles (private funds and similar), 2% registered funds (mutual funds, ETFs, BDCs) and 1% cash and equivalents. 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