Data / Investment advisers / Illinois / Sterling Bay Capital Advisers, LLC
Sterling Bay Capital Advisers, LLC, Chicago, IL: $298 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Sterling Bay Capital Advisers, LLC is an SEC registered investment adviser with its main office in Chicago, Illinois and reports $298 million in regulatory assets under management in its Form ADV filed July 31, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management, performance based fees and other fees. It advises 12 private funds.
The request: Watch Sterling Bay Capital Advisers, LLC (CRD number 172242): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 172242
- SEC file number
- 801-107267
- SEC status
- Approved, effective February 9, 2016
- Main office
- 939 West Fulton Market Suite 300, Chicago, IL 60607
- Phone
- (312) 466-4100
- Website
- vimeo.com
- Regulatory AUM
- $297,640,745 in the Form ADV filed July 31, 2026
- Discretionary AUM
- $297,640,745
- Accounts
- 12
- Employees
- 18, of which 18 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees, other fees
- Private funds
- 12: 12 real estate funds
- Gross assets of private funds
- $140,640,745
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 12 | $297.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $297.6 million | March 30, 2026 |
| December 1, 2025 | $382.9 million | March 28, 2025 |
Other advisers in Chicago
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| CTS Financial Planning, Inc. | Chicago | $313.9 million | Not listed | adviserinfo.sec.gov |
| Tilia Holdings, LLC | Chicago | $311.9 million | 3 | adviserinfo.sec.gov |
| Temerity Strategic Partners | Chicago | $304.7 million | 3 | adviserinfo.sec.gov |
| Access Financial Group, Inc. | Chicago | $302.3 million | Not listed | adviserinfo.sec.gov |
| Praxis Capital Management LLC | Chicago | $301.4 million | 1 | adviserinfo.sec.gov |
| Project Level Management Company, LLC | Chicago | $293.8 million | 4 | adviserinfo.sec.gov |
| Nextgen Growth Partners, LLC | Chicago | $293.7 million | 8 | adviserinfo.sec.gov |
| Investbev | Chicago | $290.9 million | 6 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Chicago, IL
- Investment advisers in Illinois
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Sterling Bay Capital Advisers, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.