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.

Funds / Sterling Income Fund, LP

Sterling Income Fund, LP

HarvestUnknownFundunknownADV: Other Private FundSterling Advisory Services, Inc.Delaware
Amounts, each with its basis
Vintage
2011basis: form d first sale
Target
unknownnot announced
First close
unknownnever inferred from a Form D
Final close
unknownonly from an announcement or an LP disclosure
Announced size
unknown
Form D offering
$25.0Mwhat may be sold, not what was raised; file 021-169844, sworn by the adviser or filed under this vehicle
Form D sold
$2.0Mas of the filing of Dec 9, 2011, 2 investors
First sale
Dec 6, 2011
Reported GAV
$12.9Mon the Form ADV filed Feb 27, 2024; the fund's assets, never its size or dry powder
Owners (ADV)
10
Reported on ADV
Apr 26, 2012 to Feb 27, 2024
Fundraising evidence
Unknown
latest Form D 2011-12-09, older than 15 months (fr-1)
evidence dated Dec 9, 2011. A Form D offering is permission to sell, not a fund in market; an amount sold is never a close; an evergreen offering amended every year is not a raise.
Lifecycle
Harvest
vintage over 7 years, still reported
age years: 15first sale: 2011-12-06vintage year: $2,011adv gav as of: 2024-02-27vintage basis: form_d_first_saleform d sold usd: $2.0Mform d offering usd: $25.0Mform d latest filed at: 2011-12-09
The fund's own reporting through time
18 Form ADV filings
FiledTypeGross asset value OwnersMin. investmentAdviser-ownedAudit
Apr 26, 2012Other Private Fund$3.1M
4$50,0004%yes
Apr 27, 2012Other Private Fund$3.1M
4$50,0004%yes
Oct 18, 2012Other Private Fund$3.1M
4$50,0004%yes
Feb 28, 2013Other Private Fund$4.5M
7$50,0003%yes
Feb 10, 2014Other Private Fund$6.1M
7$50,0003%yes
Feb 3, 2015Other Private Fund$5.8M
7$50,0003%yes
Feb 29, 2016Other Private Fund$7.3M
7$50,0003%yes
Feb 27, 2017Other Private Fund$7.3M
7$50,0003%yes
Mar 1, 2018Other Private Fund$8.6M
7$50,0003%yes
Feb 25, 2019Other Private Fund$8.6M
7$50,0003%yes
Feb 25, 2020Other Private Fund$10.1M
10$50,0003%yes
Feb 24, 2021Other Private Fund$10.7M
10$50,0003%yes
Feb 21, 2022Other Private Fund$12.7M
10$50,0002%yes
Mar 17, 2022Other Private Fund$12.7M
10$50,0002%yes
Feb 3, 2023Other Private Fund$12.1M
10$50,0002%yes
Mar 20, 2023Other Private Fund$12.1M
10$50,0002%yes
Mar 20, 2023Other Private Fund$12.1M
10$50,0002%yes
Feb 27, 2024Other Private Fund$12.9M
10$50,0002%yes
Principals and agents
4 principals on Form D, 0 placement agents
Limited partners and their reported performance
0 public LP reports
No public LP has reported this vehicle. The LP tape is read from public pension disclosures (see Limited partners); a fund appears here only when an LP’s report names it.
Investments attributed to this vehicle
0
No investment attributed to this vehicle. The firm’s investments sit on the firm; a fund gets one only when a source names the vehicle.
Timeline
2 events
  1. Apr 26, 2012
    Sterling Income Fund, LP first reported on Form ADV by Sterling Advisory Services, Inc. (Other Private Fund), GAV $3,070,757
  2. Dec 9, 2011
    Sterling Income Fund LP filed Form D: $2,000,000 sold of $25,000,000, Other Investment Fund
Evidence
15 observations
Every observation on this vehicle