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Patty Xu

Investor

Chief Financial Officer at Sterling Investment

Greenwich, Connecticut, United States

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About

Patty Xu is Chief Financial Officer at Sterling Investment Partners, with more than 25 years of experience in alternative investments focused on growth capital and buy-out funds. Her responsibilities include GP/LP accounting and reporting, institutional investor reporting under ILPA standards, tax estimates and filings, performance analysis, budgeting, and the quarterly valuation process. She also oversees firm-wide compliance, HR management, IT infrastructure, and participates in DDQ, LPA, and side letter reviews.

Experience

  1. Sterling Investment PartnersChief Financial Officercurrent2023 — present
  2. Catalyst InvestorsChief Financial Officer2018 — 2022
  3. Catalyst InvestorsFinance Director2012 — 2018Greater New York City Area

Skills & more

Accounting2Auditing1CPA2Financial Analysis8Financial Modeling2Financial Reporting7GAAP2Internal Controls1Private Equity6Sarbanes-Oxley Act1SEC filings4US GAAP4

From Patty's professional profile.

Colleagues at Sterling Investment

Alara Degirmenci
Associate at Sterling Investment
Arthur Tisi
Managing Director, Technology at Sterling Investment
Bill Macey
Co-Founder & Senior Partner at Sterling Investment
Charles W. Santoro
Co-Founder & Managing Partner at Sterling Investment
Chris Koziel
Vice President at Sterling Investment
Dan Yu
Partner at Sterling Investment
Danielle Lopez
Accounting & Firm Operations Manager at Sterling Investment
David H. Kahn
Senior Managing Director, Business Development at Sterling Investment

Frequently asked questions

Who is Patty Xu?
Patty Xu is Chief Financial Officer at Sterling Investment Partners, with more than 25 years of experience in alternative investments focused on growth capital and buy-out funds. Her responsibilities include GP/LP accounting and reporting, institutional investor reporting under ILPA standards, tax estimates and filings, performance analysis, budgeting, and the quarterly valuation process. She also oversees firm-wide compliance, HR management, IT infrastructure, and participates in DDQ, LPA, and side letter reviews.
Where does Patty Xu work?
Patty Xu is Chief Financial Officer at Sterling Investment.
Where did Patty Xu go to school?
Patty Xu studied at Baruch College, City University of New York (CUNY) (Master of Science (MS), Taxation); Baruch College (BBA, Accounting).

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