Independence
Partner-owned structure preserves alignment with clients and freedom to act on long-term conviction without quarterly pressures.
History
Four decades of measured stewardship.
Founded on stability and long-term vision, Wholebrick Partners has navigated complex markets since 1984, building enduring wealth for institutional and private partners who share our regard for capital preservation and compounding over time.
We remain an independent, partner-owned firm. That structure keeps decision-making aligned with clients, not external shareholders, and allows us to invest through volatility with the patience our philosophy demands.
- 1984
- Founded in New York
- 2
- Global offices in New York & London
- Private
- Independently held, partner-owned
- 40+ yrs
- Continuous investment discipline
A firm built to endure does not chase every cycle. It compounds trust, research, and restraint across generations of client partnership.
Continuity
Leadership tenure measured in decades, not years, with institutional memory that survives market regimes and personnel transitions.
Partnership
Relationships with families and institutions built on direct access, transparent reporting, and shared regard for permanent capital.
Timeline
Milestones that shaped our firm.
From a single New York partnership to a global platform, each chapter reflects the same commitment to research, discipline, and client alignment.
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1984
Firm founding
Wholebrick Partners is established in New York with a foundational commitment to rigorous fundamental research and a disciplined value investment approach.
The founding partners set out to build a firm that would outlast market cycles, prioritizing intellectual honesty, patient capital, and relationships measured in decades rather than quarters.
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1992
Research platform
Expansion of the in-house research team and formalization of the Investment Committee process that still governs portfolio decisions today.
Analyst coverage broadened across global equities and distressed credit, with written investment memos and valuation standards required before any position reaches the portfolio.
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1998
Global expansion
Opening of our London office, extending investment capabilities into European markets and broadening our perspective on international value opportunities.
The London presence strengthened cross-border deal flow, regulatory coverage, and direct access for European institutional partners seeking a U.S.-anchored value manager.
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2005
Flagship strategy
Launch of the Wholebrick Global Value Strategy, consolidating expertise into a focused vehicle designed for long-term capital appreciation.
The strategy unified research, risk, and execution under a single mandate, the same framework that continues to guide flagship allocations for private and institutional clients.
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2018
Institutional growth
Significant expansion of separately managed accounts and institutional partnerships, alongside enhanced client reporting and governance documentation.
Mandate customization deepened while preserving the core philosophy: concentrated portfolios, explicit risk limits, and transparent communication with relationship teams.
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2024
40th anniversary
Celebrating four decades of disciplined investing, continuous intellectual curiosity, and an unwavering commitment to clients' financial objectives.
A privately held firm still guided by the principles that shaped its first decade: independence, continuity of leadership, and alignment with the families and institutions we serve.
Leadership
The partners who guide our firm.
Our investment and client teams are led by experienced professionals with decades of combined tenure, ensuring continuity of philosophy, process, and relationship stewardship.
Alexander Sterling
Founder & Managing Partner
With over 40 years of investment experience, Alexander oversees the firm's strategic direction and chairs the Global Investment Committee.
40+ Yrs Exp
Eleanor Thorne
Managing Partner, Head of Research
Eleanor directs the firm's fundamental research process, bringing 25 years of rigorous analytical expertise across global equities and distressed debt.
25+ Yrs Exp
Marcus Vane
Managing Partner, Portfolio Manager
Marcus leads the portfolio construction and risk management framework for the Flagship Fund, drawing on two decades of institutional asset management.
20+ Yrs Exp
Offices
A presence across two financial centres.
New York remains our headquarters and investment hub. London extends our reach into European markets and serves institutional partners across the region.
Office detailsZürich
Hardstrasse 201, 8005 Zürich, Switzerland
HeadquartersRichmond, VA
800 E Canal St, Richmond, VA 23219, United States
European officeNext step
Begin a conversation with our team.
Whether you are exploring a new mandate or seeking to understand how our heritage informs today's portfolio decisions, our client relations team welcomes your inquiry.