PER STIRLING CAPITAL MANAGEMENT, LLC

Per Stirling Capital Management is a multi-family office and RIA.

PER STIRLING CAPITAL MANAGEMENT, LLC

Per Stirling is an independent, fiduciary, and award-winning wealth management firm, with offices in Austin and Dallas. The very foundation of Per Stirling’s business model is an unfaltering belief that, “if we take outrageously good care of our clients, and treat the members of our team like family, everything else will take care of itself”. In addition to winning the prestigious Ethics in Business Award, Per Stirling has been recognized by InvestmentNews in each of the past five years as one of the Best Places in America to Work for Financial Advisors. Further, on a local level, Per Stirling is regularly recognized by the Austin Business Journal as One of the Best Places in Austin to Work. Per Stirling’s business model is to attract exceptional financial advisors in Austin, Dallas, Houston and San Antonio by providing them with virtually all of the advantages of owning their own firm, but without the many associated headaches, and surrounding them with a culture and an environment where the best interest of the client is always placed above all else. If you would like to learn more about the Per Stirling difference, please visit www.perstirling.com. Advisory services offered through Per Stirling Capital Management, LLC. Securities offered through B. B. Graham & Co., Inc., member FINRA/SIPC. Per Stirling Capital Management, LLC, DBA Per Stirling Private Wealth and B. B. Graham & Co., Inc., are separate and otherwise unrelated companies.

linkedin.com/company/per-stirling

General information

Firm type

Multi Family Office

Year founded

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AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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Who leads investment decisions at Per Stirling Capital Management?

The firm's investment committee leadership is not publicly disclosed in available sources. Per Stirling's SEC filings may list officers or key investment personnel, but these names have not surfaced in general public records or media reports. As a registered investment advisor, the firm is required to disclose its principal executives via Form ADV, which can be accessed through the SEC's online database.

How does Per Stirling Capital Management source deals and manage portfolios?

As a multi-family office, the firm likely sources market insights and investment opportunities through its network of advisors, registered investment platforms, and relationships with external asset managers. Deal flow may come from family office networks and financial intermediaries. The specific portfolio construction process is not publicly documented.

Is Per Stirling Capital Management a single-family office or multi-family office?

The firm is structured as a multi-family office and RIA. It serves multiple families and institutions rather than a single founding family. This structure allows the firm to pool resources and provide services such as wealth planning, asset allocation, and family governance across a client base.

Does Per Stirling Capital Management invest in direct private deals or only through fund commitments?

The publicly available information does not specify whether the firm engages in direct private equity or venture capital deals. Multi-family offices of this size typically allocate to funds and may participate in direct co-investments through pooled vehicles. The firm's filings may contain details on its investment methodology, but such specifics are not widely published.

What asset classes does Per Stirling Capital Management typically target?

Based on the firm's RIA classification and typical multi-family office practices, Per Stirling likely invests across public equities, fixed income, private credit, real estate, and alternative assets such as hedge funds or private equity. The exact allocation and target preference are not disclosed in public sources.

How can I find more detailed information about Per Stirling Capital Management's leadership and finances?

The most authoritative source for details on registered investment advisors is the SEC's Investment Adviser Public Disclosure (IAPD) database, which contains Form ADV filings. Those filings include information on assets under management, principal officers, fee structures, and disciplinary history. As of now, publicly available media coverage or firm-managed content is minimal.

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