Sterling Investment Management, LLC
● SEC registered since 1995CRD 112923SEC# 801-50373Tucson, AZ
Reg. AUM
$409.2M
Employees
8
Accounts
399
Location
Tucson, AZ
Sterling Investment Management, LLC assets under management
Sterling Investment Management, LLC is a registered investment adviser overseen by the SEC based in Tucson, AZ. The firm has been registered since 1995. It reports $409.2 million in regulatory assets under management and employs 8 people.
Sterling Investment Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Arumayta Martinez Arguello | Portfolio Manager | 5-10% | 2022 |
| Crystal Portillo Kelly | Chief Compliance Officer | 5-10% | 2015 |
| John Harman Payne Control | Managing Partner, Chief Investment Officer | Over 75% | 1995 |
Frequently asked questions
How much does Sterling Investment Management, LLC manage?
Sterling Investment Management, LLC reports $409.2 million in regulatory assets under management on its Form ADV.
How many employees does Sterling Investment Management, LLC have?
Sterling Investment Management, LLC reports 8 employees.
Where is Sterling Investment Management, LLC located?
Sterling Investment Management, LLC is based in Tucson, AZ and has been SEC-registered since 1995.
Does Sterling Investment Management, LLC disclose fund performance?
Sterling Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6262 North Swan Rd., Suite 210, Tucson, AZ 85718 |
| Phone | 520-293-3311 |
| Fax | 520-292-1677 |
| Office hours | 7:00 a.m. To 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1509873 |
| Discloses disciplinary history | No |
Regulatory AUM
$409.2M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$409.2Mregulatory AUM
Discretionary $409.2M