DFX Intelligence
Venture Capital Intelligence
Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.
Firms / Sterling Advisory Services, Inc.
Sterling Advisory Services, Inc.
CandidateHerndon, VASEC exempt reporting adviser
no sworn venture fact yet (name or round mention only)
Importance
14
low
Active deployment
25
moderate
Emerging
0
low
Completeness
31
moderate
Freshness
97
high
Research priority
11
low
Identity and regulatory footprint
- Headquarters
- Herndon, VAadviserinfo.sec.gov
- Office address
- 459 HERNDON PARKWAY, SUITE 22, Herndon, VA, 20170adviserinfo.sec.gov
- Business phone
- 703-471-6060adviserinfo.sec.gov
- Website
- unknown
- SEC adviser type
- exempt reporting adviseradviserinfo.sec.gov
- SEC exemption claimed
- private fund adviseradviserinfo.sec.gov
- Latest Form ADV
- Feb 27, 2024
- Private funds reported
- 2 (0 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- $87.7Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Owners on Schedule A
- Sterling Management Group, Inc (Shareholder), E; MYM Revocable Trust (Member), E; Safty, LLC (Shareholder), E
- business phone
- 703-471-6060adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
- Sectors
- not stated or not yet read
- Stages
- not stated or not yet read
- Geography
- not stated
- Check size
- not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors: no observed deals yet
lead rate n/afollow-on rate n/anew logos, 12 months 0
Funds and vehicles
2 reported, 1 no longer reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| Sterling Income Fund, LP | Fund · ADV: Other Private Fund | 2011 form d first sale | Harvest | $12.9M Feb 27, 2024 | 10 | $2.0M of $25.0M | Dec 9, 2011 |
| Sterling Stock Investments, LLC | SPV or co-invest vehicle · ADV: Other Private Fund | unknown | Unknown | $74.8M Feb 27, 2024 | 58 | unknown | unknown |
| Sterling Aggressive Growth Fund, LLC | Growth fund · ADV: Other Private Fund | 2023 adv first reported | Wound down | $3.2M Mar 20, 2023 | 2 | unknown | unknown |
GAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.
Investment team
2 current, 2 departed
Muhammad Yaqub Mirza
Founder or executivePresident/Ceo · since Aug 1, 1999
Mulham Shbeib
Platform and operationsChief Compliance Officer/Secretary · since Feb 1, 2013
2 departed (kept with end dates)
- Mahmoud Mohamed · Treasurer · Aug 1, 1999 to Feb 28, 2013 Inference
- Mohammad Omar Ashraf · Vice President · Aug 1, 1999 to Mar 1, 2018 Inference
Investments on record
0 edges, 0 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.
Co-investors
0 relationships from shared deals, counted for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
7 dated events
- Feb 27, 2024Sterling Aggressive Growth Fund, LLC no longer reported on Form ADV by Sterling Advisory Services, Inc.Fund no longer reportedFundsInferenceSterling Aggressive Growth Fund, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Feb 3, 2023Sterling Aggressive Growth Fund, LLC first reported on Form ADV by Sterling Advisory Services, Inc. (Other Private Fund), GAV $3,180,000Fund first reported on Form ADVFundsFactSterling Aggressive Growth Fund, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 1, 2018Mohammad Omar Ashraf (Vice President) no longer on Schedule A of Sterling Advisory Services, Inc.
- Feb 28, 2013Mahmoud Mohamed (Treasurer) no longer on Schedule A of Sterling Advisory Services, Inc.
- Apr 26, 2012Sterling Advisory Services, Inc. first filed Form ADV (ERA)First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Apr 26, 2012Sterling Income Fund, LP first reported on Form ADV by Sterling Advisory Services, Inc. (Other Private Fund), GAV $3,070,757Fund first reported on Form ADVFundsFactSterling Income Fund, LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Apr 26, 2012Sterling Stock Investments, LLC first reported on Form ADV by Sterling Advisory Services, Inc. (Other Private Fund), GAV $28,735,016Fund first reported on Form ADVFundsFactSterling Stock Investments, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Classification history
- Sep 12, 2026Candidate (candidate, 50%, cls-1)no sworn venture fact yet (name or round mention only)
Evidence
31 observations from 1 source