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BURNHAM STERLING ASSET MANAGEMENT LLC

SEC Registered

Global access. Debt, Equity & Lease Placement. KPI Enhancement.

COS COB, CThttps://burnhamsterling.com203-862-4800
Assets Under Management
$100M–$500M
Employees
6
Office Locations
1 office
Total Accounts
1

About the firm

Burnham Sterling & Company is a leading provider of financial advisory and capital raising services to CAPEX-intensive issuers. Together with its SEC-registered affiliate and FINRA member firm, Babcock & Brown Securities, Burnham Sterling has placed billions of dollars in private debt, equity and sale/leaseback transactions backed by assets. Burnham Sterling Asset Management (BSAM) is an emerging alternative asset manager in energy transition investing.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

Pooled VehiclesPension/Profit Sharing

Areas of expertise

Financial AdvisoryCapital RaisingDebt PlacementEquity PlacementSale/leasebackCapex-intensive IssuersEnergy TransitionAlternative Asset ManagementPrivate Transactions

Services

Financial advisory and capital raising services including private debt, equity, and sale/leaseback transactions; specializes in advising on financing options and placing transactions valued between $50 million and $1 billion; asset management focused on energy transition investing.

Private funds / alternatives
Private Equity

Who they serve

CAPEX-intensive issuers, investors, and sellers; top industry clients include Airbus, Delta, Pratt, Deutsche Post, Hawaiian Airline, and EDC.

Client segmentClientsAssets managed
Individuals (Non-HNW)0
High Net Worth Individuals0
Investment Companies0
Pooled Investment Vehicles0
Pension/Profit Sharing Plans1$207M
Charitable Organizations0
State/Municipal Entities0
Insurance Companies0
Sovereign Wealth Funds0
Corporations0

0 total clients reported on Form ADV.

Leadership

Michael Dickey Morgan
EXECUTIVE MANAGING DIRECTOR
Joonho Lee
VICE PRESIDENT/CHIEF COMPLIANCE OFFICER
Bsam Holdings Llc
SOLE OWNER
Michael Dickey Morgan
TRUSTEE
Burnham Holdings Llc
MANAGING MEMBER
Michael Dickey Morgan Revocable Living Trust
MANAGING MEMBER

Office locations

1 office in 1 state
CT
COS COBHQ

Regulatory & compliance

CRD number
#283907
SEC Number
801-130731
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based

Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BURNHAM STERLING ASSET MANAGEMENT LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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