# STERLING INVESTMENT MANAGEMENT, LLC

STERLING INVESTMENT MANAGEMENT, LLC of WEST PALM BEACH, FL is an SEC-registered investment adviser.

## Registration

- CRD: 174707
- Type: SEC-registered investment adviser
- SEC file number: 801-80903
- Location: 302 DATURA STREET, SUITE 100, WEST PALM BEACH, FL, 33401-5481
- Phone: 561-835-1810
- Latest filing: 2026-03-25
- Regulatory AUM: $2.4B
- Discretionary AUM: $2.4B
- Clients: 52
- Accounts: 13

## Business model

- Compensation: % of AUM, Performance, Other
- Clients served: Investment cos

## Officers, owners & control persons (28)

_Showing 25 of 28 people._

| Name | Role | Location |
| --- | --- | --- |
| [Brian Daniel Kosoy](https://search.stillhousedata.com/person/557135) | CHIEF EXECUTIVE OFFICER; MEMBER; TRUSTEE OF ANDREA B. KOSOY IRREVOCABLE TRUST DATED NOVEMBER 21, 2012; TRUSTEE | Palm Beach, FL |
| [Andrea Beth Kosoy](https://search.stillhousedata.com/person/672709) | MEMBER; TRUSTEE OF 2021 BRIAN D. KOSOY INVESTMENT TRUST DATED OCTOBER 4, 2021; TRUSTEE | — |
| [Adam Lee Munder](https://search.stillhousedata.com/person/672710) | CHIEF MARKETING OFFICER; TRUSTEE | — |
| [Elisabeth Lupica Munder](https://search.stillhousedata.com/person/672711) | TRUSTEE | — |
| [Robert Dale Dake](https://search.stillhousedata.com/person/672712) | CHIEF OPERATING OFFICER; MEMBER | — |
| [Jerry Joe Dykstra](https://search.stillhousedata.com/person/672713) | PRESIDENT LOGISTICS | — |
| [Jordan Michael Fried](https://search.stillhousedata.com/person/672714) | PRINCIPAL, INVESTMENTS; MEMBER | — |
| [Dalia Miodowski Pearson](https://search.stillhousedata.com/person/672715) | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | — |
| [Daniel Richard Defazio](https://search.stillhousedata.com/person/711396) | CHIEF COMPLIANCE OFFICER AND CHIEF ACCOUNTING OFFICER | — |
| [FRIED J MICHAEL](https://search.stillhousedata.com/person/818500) | PRINCIPAL, INVESTMENTS; PRINCIPAL, INVESTMENTS; MEMBER | — |
| [MUELLER CRAIG A](https://search.stillhousedata.com/person/831277) | CHIEF COMPLIANCE OFFICER | — |
| [KOSOY BRIAN D](https://search.stillhousedata.com/person/831278) | PRESIDENT AND CEO; TRUSTEE | — |
| [MOROSS GREGORY S](https://search.stillhousedata.com/person/831279) | CHIEF OPERATING OFFICER | — |
| [MUNDER ADAM LEE](https://search.stillhousedata.com/person/831280) | CHIEF MARKETING OFFICER; TRUSTEE | — |
| [KOSOY ANDREA B](https://search.stillhousedata.com/person/831281) | TRUSTEE; TRUSTEE OF BRIAN D. KOSOY INVESTMENT TRUST DATED OCTOBER 4, 2021 | — |
| [BELOCK DALE J](https://search.stillhousedata.com/person/834767) | CHIEF FINANCIAL OFFICER | — |
| [KOSOY BRIAN DANIEL](https://search.stillhousedata.com/person/846061) | CEO; CHIEF EXECUTIVE OFFICER; MEMBER; TRUSTEE OF ANDREA B. KOSOY IRREVOCABLE TRUST DATED NOVEMBER 21, 2012 (+3 more) | — |
| [MOROSS GREGORY SCOTT](https://search.stillhousedata.com/person/846062) | CHIEF OPERATING OFFICER; PRESIDENT | — |
| [MUELLER CRAIG ALEX](https://search.stillhousedata.com/person/846063) | CHIEF COMPLIANCE OFFICER | — |
| [BELOCK DALE JOHN](https://search.stillhousedata.com/person/846064) | CHIEF FINANCIAL OFFICER | — |
| [Estes Robert Elmer](https://search.stillhousedata.com/person/848082) | CHIEF COMPLIANCE OFFICER | — |
| [DEFAZIO DANIEL RICHARD](https://search.stillhousedata.com/person/854901) | CHIEF ACCOUNTING OFFICER; CHIEF COMPLIANCE OFFICER AND CHIEF ACCOUNTING OFFICER | — |
| [Prentice Andrew Jason](https://search.stillhousedata.com/person/866176) | CHIEF ACCOUNTING OFFICER | — |
| [Dake Robert Dale](https://search.stillhousedata.com/person/866958) | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER; MEMBER | — |
| [Dykstra Jerry](https://search.stillhousedata.com/person/866959) | PRESIDENT LOGISTICS | — |


## Private funds (13)

| Fund | Type | Formed | Owners | GAV | 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 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/174707/brochure
- Similar advisers: https://search.stillhousedata.com/firm/174707/similar
- Related entities: https://search.stillhousedata.com/firm/174707/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/174707

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.