Sterling Investment Management LLC

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Assets, Funds, Holdings

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CAFR Data
Sterling Investment Management LLC
CRD #174707
SEC #801-80903
CIK #
AUM $1.1 BB (100% Disc, 100% US)
Employees32 (34% Investors, 0% Brokers)
Phone561-835-1810
Address302 Datura Street
West Palm Beach, FL 33401-5481
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
109087265443621802011201420172020
Sector Holding Cap ($MM) Value ($MM)
BIL19.2
SPY9.1
MSFT865,660.04.8
SCHZ4.1
GOOG817,370.04.0
AAPL843,560.03.8
CHTR76,860.03.7
ANTM76,070.03.7
UNH233,310.03.6
CSCO228,550.03.3
View All
Holdings by Sector ($)
0.20.20.10.10.00.02014201620182020
Type Private Fund Form D Sold ($MM) AUM ($MM)
RE Sterling Value Add Partners III LP [2017-10-13] 198.0 401.5
RE Sterling Value Add Partners NR III LP [2017-10-13] 23.0 89.1
RE Sterling United Properties I LP [2015-03-23] 100.0 161.5
RE Sterling Golf Mill Co-Invest LP [2014-12-29] 0.1 14.6
RE Sterling Value Add Partners II LP [2014-07-29] 95.0 282.3
RE Sterling Value Add Partners NR II LP [2014-07-25] 2.4 19.0
RE Sterling Value Add Partners LP [2012-05-18] 47.2 105.5
RE Sterling Value Add Partners NR LP [2012-05-18] 9.0 12.1
View All
Fund Directors # Filings # Firms 2011 - 2020
Brian Kosoy 7 1
Gregory Moross 5 1
Adam Munder 5 1
Michael Romaniw 4 1
Dj Belock 2 1
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