STERLING INVESTMENT MANAGEMENT, LLC of WEST PALM BEACH, FL is an SEC-registered investment adviser (CRD 174707). Regulatory assets under management: $2.4B.
Compensation: % of AUM, Performance, Other.
Clients served: Investment cos.
Showing 25 of 28 people.
| Name | Role | Location |
|---|---|---|
| Brian Daniel Kosoy | CHIEF EXECUTIVE OFFICER; MEMBER; TRUSTEE OF ANDREA B. KOSOY IRREVOCABLE TRUST DATED NOVEMBER 21, 2012; TRUSTEE | Palm Beach, FL |
| Andrea Beth Kosoy | MEMBER; TRUSTEE OF 2021 BRIAN D. KOSOY INVESTMENT TRUST DATED OCTOBER 4, 2021; TRUSTEE | — |
| Adam Lee Munder | CHIEF MARKETING OFFICER; TRUSTEE | — |
| Elisabeth Lupica Munder | TRUSTEE | — |
| Robert Dale Dake | CHIEF OPERATING OFFICER; MEMBER | — |
| Jerry Joe Dykstra | PRESIDENT LOGISTICS | — |
| Jordan Michael Fried | PRINCIPAL, INVESTMENTS; MEMBER | — |
| Dalia Miodowski Pearson | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | — |
| Daniel Richard Defazio | CHIEF COMPLIANCE OFFICER AND CHIEF ACCOUNTING OFFICER | — |
| FRIED J MICHAEL | PRINCIPAL, INVESTMENTS; PRINCIPAL, INVESTMENTS; MEMBER | — |
| MUELLER CRAIG A | CHIEF COMPLIANCE OFFICER | — |
| KOSOY BRIAN D | PRESIDENT AND CEO; TRUSTEE | — |
| MOROSS GREGORY S | CHIEF OPERATING OFFICER | — |
| MUNDER ADAM LEE | CHIEF MARKETING OFFICER; TRUSTEE | — |
| KOSOY ANDREA B | TRUSTEE; TRUSTEE OF BRIAN D. KOSOY INVESTMENT TRUST DATED OCTOBER 4, 2021 | — |
| BELOCK DALE J | CHIEF FINANCIAL OFFICER | — |
| KOSOY BRIAN DANIEL | CEO; CHIEF EXECUTIVE OFFICER; MEMBER; TRUSTEE OF ANDREA B. KOSOY IRREVOCABLE TRUST DATED NOVEMBER 21, 2012 (+3 more) | — |
| MOROSS GREGORY SCOTT | CHIEF OPERATING OFFICER; PRESIDENT | — |
| MUELLER CRAIG ALEX | CHIEF COMPLIANCE OFFICER | — |
| BELOCK DALE JOHN | CHIEF FINANCIAL OFFICER | — |
| Estes Robert Elmer | CHIEF COMPLIANCE OFFICER | — |
| DEFAZIO DANIEL RICHARD | CHIEF ACCOUNTING OFFICER; CHIEF COMPLIANCE OFFICER AND CHIEF ACCOUNTING OFFICER | — |
| Prentice Andrew Jason | CHIEF ACCOUNTING OFFICER | — |
| Dake Robert Dale | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER; MEMBER | — |
| Dykstra Jerry | PRESIDENT LOGISTICS | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| STERLING VALUE ADD PARTNERS IV, L.P. | Real Estate Fund | Delaware | 19 | $470.1M | $5.0M |
| STERLING VALUE ADD PARTNERS III, L.P. | Real Estate Fund | Delaware | 31 | $430.4M | $3.0M |
| STERLING UNITED PROPERTIES I, LP | Real Estate Fund | Delaware | 11 | $392.7M | $5.0M |
| STERLING UNITED PROPERTIES II, LP | Real Estate Fund | Delaware | 13 | $293.9M | $5.0M |
| STERLING CONSUMER LOGISTICS PROPERTIES I, L.P. | Real Estate Fund | Delaware | 18 | $231.1M | $5.0M |
| STERLING VALUE ADD PARTNERS II, L.P. | Real Estate Fund | Delaware | 18 | $204.0M | $5.0M |
| STERLING VALUE ADD PARTNERS (NR-B) IV, L.P. | Real Estate Fund | Delaware | 10 | $117.9M | $5.0M |
| STERLING VALUE ADD PARTNERS (NR) IV, L.P. | Real Estate Fund | Delaware | 18 | $105.0M | $5.0M |
| STERLING VALUE ADD PARTNERS (NR) III, L.P. | Real Estate Fund | Delaware | 6 | $95.5M | $3.0M |
| STERLING VALUE ADD PARTNERS, L.P. | Real Estate Fund | Delaware | 17 | $38.6M | $2.0M |
| STERLING GOLF MILL CO-INVEST, LP | Real Estate Fund | Delaware | 2 | $15.4M | $4.0M |
| STERLING VALUE ADD PARTNERS (NR) II, L.P. | Real Estate Fund | Delaware | 10 | $13.7M | $5.0M |
| STERLING VALUE ADD PARTNERS (NR), L.P. | Real Estate Fund | Delaware | 22 | $4.6M | $2.0M |