Sterling Investment Management, LLC
● SEC registered since 2015CRD 174707SEC# 801-80903West Palm Beach, FL
Ranks #1,987 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$2.41B
Fund GAV
$2.41B
Private funds
13
Employees
52
Accounts
13
Location
West Palm Beach, FL
Sterling Investment Management, LLC assets under management
Sterling Investment Management, LLC is a registered investment adviser overseen by the SEC based in West Palm Beach, FL. The firm has been registered since 2015. It reports $2.4 billion in regulatory assets under management and employs 52 people. Sterling Investment Management, LLC manages 13 private funds with combined gross assets of $2.4 billion, including Sterling Value Add Partners IV, L.P. By regulatory assets, it ranks 1,987 of 6,004 private fund managers.
Sterling Investment Management, LLC private funds
13 funds · $2.41B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Sterling Value Add Partners IV, L.P. | Real Estate | $470.1M | $5M |
| Sterling Value Add Partners III, L.P. | Real Estate | $430.4M | $3M |
| Sterling United Properties I, LP | Real Estate | $392.7M | $5M |
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Join to unlock · $37/moSterling Investment Management, LLC owners & executives
27 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| 2021 Brian D. Kosoy Investment Trust Dated October 4, 2021 | Member | 10-25% | 2021 |
| Adam Lee Munder Control | Chief Marketing Officer | Under 5% | 2014 |
| Andrea B. Kosoy Irrevocable Trust Dated November 21, 2012 | Member | 10-25% | 2014 |
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Join to unlock · $37/moFrequently asked questions
How much does Sterling Investment Management, LLC manage?
Sterling Investment Management, LLC reports $2.4 billion in regulatory assets under management on its Form ADV.
How many private funds does Sterling Investment Management, LLC manage?
Sterling Investment Management, LLC manages 13 private funds with combined gross assets of $2.4 billion.
How many employees does Sterling Investment Management, LLC have?
Sterling Investment Management, LLC reports 52 employees.
Where is Sterling Investment Management, LLC located?
Sterling Investment Management, LLC is based in West Palm Beach, FL and has been SEC-registered since 2015.
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 | 302 Datura Street, Suite 100, West Palm Beach, FL 33401-5481 |
| Phone | 561-835-1810 |
| Office hours | 9 - 5:30 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.41B▲ 6%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 20%
Larger than 80% of 16,271 advisers
AUM vs fund managersTop 33%
Larger than 67% of 6,004 private-fund managers
Number of fundsTop 19%
More funds than 81% of fund managers
EmployeesTop 12%
More than 88% of 16,825 advisers
Assets under management
$2.41Bregulatory AUM
Discretionary $2.41B
Service providers
Auditor
Custodian