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STERLING INVESTMENT MANAGEMENT, LLC, CRD 174707
WEST PALM BEACH, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| STERLING VALUE ADD PARTNERS III, L.P. | Real Estate Fund | $458M | Jun 3, 2024 | 31 | Mar 27, 2018 | reported | 021-296686 |
| STERLING CONSUMER LOGISTICS PROPERTIES I, L.P. | Real Estate Fund | $281M | Jun 3, 2024 | 18 | Mar 28, 2022 | reported | 021-404013 |
| STERLING VALUE ADD PARTNERS II, L.P. | Real Estate Fund | $280M | Jun 3, 2024 | 18 | Jan 20, 2015 | reported | 021-221965 |
| STERLING UNITED PROPERTIES II, LP | Real Estate Fund | $275M | Jun 3, 2024 | 13 | Mar 23, 2020 | reported | 021-333467 |
| STERLING UNITED PROPERTIES I, LP | Real Estate Fund | $196M | Jun 3, 2024 | 12 | Feb 23, 2016 | reported | 021-236429 |
| STERLING VALUE ADD PARTNERS IV, L.P. | Real Estate Fund | $138M | Jun 3, 2024 | 5 | Mar 29, 2023 | reported | 021-462179 |
| STERLING VALUE ADD PARTNERS (NR) III, L.P. | Real Estate Fund | $102M | Jun 3, 2024 | 6 | Mar 27, 2018 | reported | 021-296674 |
| STERLING VALUE ADD PARTNERS (NR) IV, L.P. | Real Estate Fund | $91.7M | Jun 3, 2024 | 2 | Mar 29, 2023 | reported | 021-46217901 |
| STERLING VALUE ADD PARTNERS, L.P. | Real Estate Fund | $78.4M | Jun 3, 2024 | 17 | Jan 20, 2015 | reported | 021-178523 |
| STERLING GOLF MILL CO-INVEST, LP | Real Estate Fund | $24.8M | Jun 3, 2024 | 2 | Feb 23, 2016 | reported | 021-230967 |
| STERLING VALUE ADD PARTNERS (NR) II, L.P. | Real Estate Fund | $18.9M | Jun 3, 2024 | 10 | Jan 20, 2015 | reported | 021-221754 |
| STERLING VALUE ADD PARTNERS (NR), L.P. | Real Estate Fund | $9.4M | Jun 3, 2024 | 22 | Jan 20, 2015 | reported | 021-178525 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ADAM L. MUNDER REVOCABLE TRUST DATED JUNE 4, 2020 | MANAGER & SOLE MEMBER | E | yes | 06/2020 | Oct 17, 2022 | Jun 3, 2024 |
| ANDREA B. KOSOY REVOCABLE TRUST | LIMITED PARTNER | E | yes | 07/2008 | Jan 20, 2015 | Jun 3, 2024 |
| BRIAN D. KOSOY REVOCABLE TRUST | GENERAL PARTNER | F | yes | 07/2008 | Jan 20, 2015 | Jun 3, 2024 |
| DAKE, ROBERT, DALE | CHIEF OPERATING OFFICER; MEMBER | Na | yes | 07/2021 | Aug 18, 2021 | Jun 3, 2024 |
| DEFAZIO, DANIEL, RICHARD | CHIEF COMPLIANCE OFFICER AND CHIEF ACCOUNTING OFFICER | Na | yes | 02/2022 | Mar 28, 2022 | Jun 3, 2024 |
| DYKSTRA, JERRY, JOE | PRESIDENT LOGISTICS | Na | yes | 02/2021 | Aug 18, 2021 | Jun 3, 2024 |
| FRIED, JORDAN, MICHAEL | PRINCIPAL, INVESTMENTS; MEMBER | A | yes | 01/2022 | Mar 28, 2022 | Jun 3, 2024 |
| KOSOY, ANDREA, BETH | Trustee | F | yes | 07/2008 | Jan 20, 2015 | Jun 3, 2024 |
| KOSOY, BRIAN, DANIEL | Trustee | F | yes | 07/2008 | Jan 20, 2015 | Jun 3, 2024 |
| MUNDER, ADAM, LEE | Trustee | F | yes | 06/2020 | Jan 20, 2015 | Jun 3, 2024 |
| MUNDER, ADAM, LEE | CHIEF MARKETING OFFICER | Na | yes | 01/2014 | Jan 20, 2015 | Jun 3, 2024 |
| MUNDER, ELISABETH, LUPICA | Trustee | F | yes | 06/2020 | Oct 17, 2022 | Jun 3, 2024 |
| SILVERADO TRAIL SIM, LLC | Member | B | yes | 03/2012 | Jan 20, 2015 | Jun 3, 2024 |
| SILVERADO TRAIL, LLLP | SOLE MEMBER | E | yes | 03/2012 | Mar 29, 2024 | Jun 3, 2024 |
| 2021 BRIAN D. KOSOY INVESTMENT TRUST DATED OCTOBER 4, 2021 | Member | B | no | 10/2021 | Mar 29, 2024 | Jun 3, 2024 |
| ANDREA B. KOSOY IRREVOCABLE TRUST DATED NOVEMBER 21, 2012 | Member | B | no | 04/2014 | Mar 28, 2022 | Jun 3, 2024 |
| KOSOY, ANDREA, BETH | MEMBER; TRUSTEE OF 2021 BRIAN D. KOSOY INVESTMENT TRUST DATED OCTOBER 4, 2021 | C | no | 10/2021 | Jan 20, 2015 | Jun 3, 2024 |
| KOSOY, BRIAN, DANIEL | MEMBER; TRUSTEE OF ANDREA B. KOSOY IRREVOCABLE TRUST DATED NOVEMBER 21, 2012 | B | no | 11/2012 | Jan 20, 2015 | Jun 3, 2024 |
| MUNDER FAMILY INVESTMENT, LLC | Member | B | no | 08/2021 | Oct 17, 2022 | Jun 3, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| SCLP I GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| STERLING GOLF MILL CO-INVEST GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| STERLING RETAIL SERVICES INC | n/a | n/a | n/a | N | yes | n/a |
| STERLING RETAIL SERVICES MID ATLANTIC, LLC | n/a | n/a | n/a | N | yes | n/a |
| STERLING RETAIL SERVICES NC, LLC | n/a | n/a | n/a | N | yes | n/a |
| SUP I GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| SUP II GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| SVAP GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| SVAP II GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| SVAP III GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| SVAP IV GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 25, 2026 | $2.4B | $2.4B | 52 | 48 | 0 | 13 | n/a |
| 2024 | Mar 28, 2025 | $2.3B | $2.3B | 51 | 46 | 0 | 13 | n/a |
| 2023 | Mar 29, 2024 | $2.0B | $2.0B | 46 | 24 | 0 | 12 | $2.0B |
| 2022 | Mar 29, 2023 | $1.7B | $1.7B | 41 | 22 | 0 | 12 | $1.7B |
| 2021 | Mar 28, 2022 | $1.6B | $1.6B | 36 | 18 | 0 | 10 | $1.6B |
| 2020 | Mar 18, 2021 | $1.3B | $1.3B | 33 | 15 | 0 | 9 | $1.3B |
| 2019 | Mar 23, 2020 | $1.3B | $1.3B | 32 | 13 | 0 | 9 | $1.3B |
| 2018 | Mar 21, 2019 | $1.1B | $1.1B | 32 | 11 | 0 | 8 | $1.1B |
| 2017 | Mar 27, 2018 | $924M | $924M | 24 | 11 | 0 | 8 | $924M |
| 2016 | Mar 28, 2017 | $660M | $660M | 0 | 0 | n/a | 6 | $660M |
| 2015 | Feb 23, 2016 | $591M | $591M | 0 | 0 | n/a | 6 | $591M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $2.4B | $2.3B | 6.0% | $1.7B | 11.7% | 52 | 51 | 0 | 0 |