Sterling Investment Management

Real Estate SEC-registered adviser

Legal name: Sterling Investment Management, LLC

West Palm Beach, FL Website LinkedIn

AUM

$2.4B
Regulatory AUM

Private funds

13
Real Estate 13

Private fund assets

$2.4B
Gross asset value

Employees

52

Last Form D raise

Jul 2026
Most recent fund filing

From SEC Form ADV filing (filed Mar 25, 2026). View on SEC

People(7)

Owners and executive officers named on the firm's SEC Form ADV.

A
Adam Munder
Trustee, Adam L. Munder Revocable Trust Dated June 4, 2020
Source: SEC Form ADV
A
Andrea Kosoy
Trustee, Andrea B. Kosoy Revocable Trust
Source: SEC Form ADV
B
Brian Kosoy
Trustee, Brian D. Kosoy Revocable Trust
Source: SEC Form ADV
E
Elisabeth Munder
Trustee, Adam L. Munder Revocable Trust Dated June 4, 2020
Source: SEC Form ADV
J
Jerry Dykstra
President Logistics
Source: SEC Form ADV
J
Jordan Fried
Principal, Investments; Member
Source: SEC Form ADV
R
Robert Dake
Chief Operating Officer; Member
Source: SEC Form ADV

Funds(13)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Sterling United Properties I, LPReal Estate$392.7M$519.1M29Jul 2026Hot
Sterling Value Add Partners IV, L.P.Real Estate$470.1M$600.0M47Jun 2024Cold
Sterling Consumer Logistics Properties I, L.P.Real Estate$231.1M$177.0M12Jun 2022Cold
Sterling United Properties II, LPReal Estate$293.9M$110.0M5Feb 2019Cold
Sterling Value Add Partners III, L.P.Real Estate$430.4M$198.0M7Oct 2017Cold
Sterling Value Add Partners (nr) III, L.P.Real Estate$95.5M$23.0M2Oct 2017Cold
Sterling Value Add Partners II, L.P.Real Estate$204.0M$95.0M3Jul 2014Cold
Sterling Value Add Partners (nr) II, L.P.Real Estate$13.7M$2.4M1Jul 2014Cold
Sterling Value Add Partners (nr-B) IV, L.P.Real Estate$117.9M———
Sterling Value Add Partners (nr) IV, L.P.Real Estate$105.0M———
Sterling Value Add Partners, L.P.Real Estate$38.6M———
Sterling Golf Mill Co-Invest, LPReal Estate$15.4M———
Sterling Value Add Partners (nr), L.P.Real Estate$4.6M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
174707
SEC file number
801-80903

Sources