STERLING INVESTMENT MANAGEMENT

RIASEC RegisteredEst. 2015
Total AUM
$2.4B
Discretionary
$2.4B
100% of AUM
Avg account
$186M
Accounts
13
Employees
52
Advisory reps
7

Firm details

Headquarters
WEST PALM BEACH, Florida
CRD number
174707
Registered since
January 30, 2015
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • BRIAN KOSOY

    CEO & Managing PrincipalCRD 6440525

  • DALIA PEARSON

    Partner & Chief Compliance OfficerCRD 6631077

Contacts

3 of 5
  • ANDREA KOSOY

    MemberCRD 6440547

  • ADAM MUNDER

    PrincipalCRD 4163426

  • Robert Dake

    PrincipalCRD 7429267

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth