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Managing Member and Chief Compliance Officer · Sterling Investment Partners Advisers, LLC

Morris W. Macey

CRD 1368619 · Named on Form ADV at one SEC-registered adviser

At a glance

Sterling Investment Partners Advisers, LLC, an SEC-registered private fund adviser based in Greenwich, CT with $3.9 billion in regulatory assets, lists Morris W. Macey on its Form ADV as Managing Member and Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Morris’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Douglas L. NewhouseManaging Member, Sterling Investment Partners Advisers, LLC
  • Charles W. SantoroManaging Member, Sterling Investment Partners Advisers, LLC
  • Pei N. XuChief Financial Officer, Sterling Investment Partners Advisers, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Morris’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.