| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Sterling Value Add Partners III, L.P. | Real Estate | $443.7M | $3M |
| Sterling Value Add Partners IV, L.P. | Real Estate | $429.6M | $5M |
| Sterling United Properties II, LP | Real Estate | $278M | $5M |
| 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 |
Sterling Investment Management, LLC reports $2.3 billion in regulatory assets under management on its Form ADV.
Sterling Investment Management, LLC manages 13 private funds with combined gross assets of $2.3 billion.
Sterling Investment Management, LLC reports 51 employees.
Sterling Investment Management, LLC is based in West Palm Beach, FL and has been SEC-registered since 2015.
Sterling Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $2.28B |
| Non-discretionary | $0 |
| Total (RAUM) | $2.28B |