Sterling Investment Management
Firm details
- Headquarters
- West Palm Beach, Florida
- CRD number
- 174707
- Registered since
- January 30, 2015
- Website
- www.sterlingorganization.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Sterling Investment Management is a limited liability company focused on pooled real estate investing and operates as an SEC-registered adviser since 2015. Its client base is institutional, and its advisory activity centers on portfolio management for pooled investment vehicles. The firm is structured as a real estate fund manager and is affiliated with industry roles that include real estate broker and sponsor, general partner, and managing member of pooled vehicles. Fee arrangements include percentage-of-AUM charges, performance-based fees, and other fee components. Sterling is not flagged as an active ESG investor, is not a multi-state adviser, and does not describe itself as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Brian Kosoy
CEO & Managing PrincipalCRD 6440525

Dalia Pearson
Partner & Chief Compliance OfficerCRD 6631077
Contacts
3 of 5Andrea Kosoy
MemberCRD 6440547

Adam Munder
PrincipalCRD 4163426

Robert Dake
PrincipalCRD 7429267
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
West Palm Beach, FL
Palm Beach
Location
West Palm Beach, FL
Headquartered in West Palm Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 302 Datura St
- Time zone
- ET (UTC-5)
- Office locations
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