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STERLING INVESTMENT MANAGEMENT

STERLING INVESTMENT MANAGEMENT, LLC

CRD 174707 · SEC 801-80903

Visit website

302 DATURA STREET, SUITE 100, WEST PALM BEACH, FL, 33401-5481, United States

Phone

561-835-1810

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.41B

Discretionary AUM

$2.41B

Team

52 total employees; 48 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees; SEE SCHEDULE D - MISCELLANEOUS

Org form

Limited Liability Company

Filing date

2026-03-25

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles13$2.41B

States served

FL

All web addresses on file

Official SEC filing: View on IAPD