Data / Investment advisers / Florida / Sterling Investment Management
Sterling Investment Management, West Palm Beach, FL: $2.4 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Sterling Investment Management is an SEC registered investment adviser with its main office in West Palm Beach, Florida and reports $2.4 billion in regulatory assets under management in its Form ADV filed March 25, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management, performance based fees and other fees. It advises 13 private funds.
The request: Watch Sterling Investment Management (CRD number 174707): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 174707
- SEC file number
- 801-80903
- SEC status
- Approved, effective January 30, 2015
- Legal name
- Sterling Investment Management, LLC
- Main office
- 302 Datura Street Suite 100, West Palm Beach, FL 33401
- Phone
- (561) 835-1810
- Website
- sterlingorganization.com
- Regulatory AUM
- $2,412,980,143 in the Form ADV filed March 25, 2026
- Discretionary AUM
- $2,412,980,143
- Accounts
- 13
- Employees
- 52, of which 48 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees, other fees
- Private funds
- 13: 13 real estate funds
- Gross assets of private funds
- $2,412,980,144
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 25, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 13 | $2.41 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $2.41 billion | March 25, 2026 |
| December 1, 2025 | $2.28 billion | May 8, 2025 |
Other advisers in West Palm Beach
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Altarock Partners LP | West Palm Beach | $5.66 billion | 2 | adviserinfo.sec.gov |
| Skye Global Management LP | West Palm Beach | $5.21 billion | 1 | adviserinfo.sec.gov |
| Siris Capital Group, LLC | West Palm Beach | $4.09 billion | 10 | adviserinfo.sec.gov |
| Tremblant Advisors LP | West Palm Beach | $3.27 billion | Not listed | adviserinfo.sec.gov |
| Comvest Advisors LLC | West Palm Beach | $2.43 billion | 8 | adviserinfo.sec.gov |
| Cip Pe Advisors, LLC | West Palm Beach | $1.92 billion | 10 | adviserinfo.sec.gov |
| A&M Private Wealth Partners, LLC | West Palm Beach | $1.83 billion | Not listed | adviserinfo.sec.gov |
| Commonwealth Credit Advisors, LLC | West Palm Beach | $1.73 billion | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in West Palm Beach, FL
- Investment advisers in Florida
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Sterling Investment Management on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.