| 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 |
Sterling Investment Management, LLC reports $360.5 million in regulatory assets under management on its Form ADV.
Sterling Investment Management, LLC reports 8 employees.
Sterling Investment Management, LLC is based in Tucson, AZ and has been SEC-registered since 1995.
Sterling Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $360.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $360.5M |