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Sterling Investment Management
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Sterling Investment Management Share
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Overview Share
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West Palm Beach, Florida
$1.3 billion AUM
1 office

Sterling Investment Management is based in West Palm Beach, Florida and has $1.3 billion in assets under management.

Location
302 Datura Street
Suite 100
West Palm Beach, FL 33401
$1.3 billion
AUM
32
Employees
AUM Share
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$1,342,877,885
Assets under management
9 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Pooled investment vehicles 9 $1,342,877,885 100% $149,208,654
Employees Share
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32
Employees
13
Investment analysts
41% of total employees
AUM per employee Share
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$1,342,877,885
Assets under management
$41,964,934
AUM per employee
$103,298,299
AUM per investment analyst
About Share
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Compensation

Sterling Investment Management makes money through the following ways:

  • Percentage of AUM
  • Performance-based fees
Services offered

Sterling Investment Management provides the following services:

  • Portfolio management for pooled investment vehicles
Firm data Share
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CRD number 174,707
SEC number 801-80903
Legal structure Limited Liability Company
Legal governance Florida, United States
Latest ADV filing date March 23, 2020

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