Sterling Johnston Capital Management, L.P. (San Francisco)


Sterling Johnston Capital Management, L.P. is a large advisory firm based in San Francisco. It manages $491.33 million of regulatory assets for 27 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Pennsylvania, and Texas.

Sterling Johnston Capital Management provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sterling Johnston Capital Management: assets under management

The assets under management (AUM) of Sterling Johnston Capital Management, L.P. is $491.33 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 99% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $491.33 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $18.2 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sterling Johnston Capital Management, L.P. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Scott Sterling Johnston President 1 Apr 1985 75% - 100% 2062415

Based in San Francisco

The principal office where Sterling Johnston Capital Management, L.P. performs its advisory services is located at 50 California Street, San Francisco, CA 94111 4713, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (415) 477-2300 or by fax (415) 477-2332. The normal business hours are 6:30 a.m. - 4:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.sterlingjohnston.com.