The STERLING INVESTMENT MANAGEMENT is a privately held investment adviser that advises $2.45Bn in regulatory assets under management held in 1 SEC fund types across 3 investment strategies. STERLING INVESTMENT MANAGEMENT is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 86.95% over the last 5-years.
The Group has been registered with the SEC for 11.51 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 302 DATURA STREET SUITE 100, WEST PALM BEACH, FLORIDA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 52 employees comprised of 48 investment and 4 non-investment staff. The total number of Employees increased by 57.58% over the last 5-years.
Their $2.45Bn in assets advised are owned by 13 private funds, 1 public fund and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $2.41Bn or 98.42% of Total Assets and Investment Companies (IC) own $38.65mn or 1.58% of Total Assets.
The Group's top investment strategies include Real Estate, Infrastructure and Long/Short Equity, representing 89%, 9.43% and 1.58% of total assets, respectively.
They advise 2 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Investment Companies (IC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 4 Custodians and 2 Marketers. It does not report a third-party Fund Administrator in 13 private funds with $2.41Bn in assets.
The Group discloses management fees and performance-based fees.
STERLING INVESTMENT MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.