STERLING INVESTMENT MANAGEMENT, LLC
CRD #112923 SEC #801-50373 TUCSON, AZ 520-293-3311
SEC Registered
Total AUM
$360.5M
Discretionary
$360.5M
Employees
8
Clients
51
Accounts
153
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $360.5M | $360.5M | $0 | 8 | 0 |
| Mar 2024 | $371.2M | $371.2M | $0 | 8 | 0 |
| Mar 2023 | $341.5M | $341.5M | $0 | 8 | 0 |
| Mar 2022 | $337.7M | $337.7M | $0 | 7 | 0 |
| Feb 2022 | $354M | $354M | $0 | 7 | 0 |
| Jan 2022 | $354M | $354M | $0 | 7 | 0 |
| Mar 2021 | $354M | $354M | $0 | 7 | 0 |
| Jul 2020 | $305M | $305M | $0 | 7 | 0 |
| Jun 2020 | $316.2M | $316.2M | $0 | 4 | 0 |
| Mar 2020 | $316.2M | $316.2M | $0 | 4 | 0 |
| Mar 2019 | $288.5M | $288.5M | $0 | 7 | 0 |
| Mar 2018 | $270.1M | $269.6M | $520.5K | 7 | 0 |
| Sep 2017 | $255.9M | $255.2M | $681.7K | 7 | 100 |
| Mar 2017 | $260M | $259.3M | $673.4K | 8 | 100 |
| Apr 2016 | $278.9M | $278.3M | $588.4K | 6 | 100 |
| Mar 2016 | $278.9M | $278.3M | $588.4K | 6 | 100 |
| Mar 2015 | $282.2M | $281.4M | $740.3K | 7 | 100 |
| Mar 2014 | $271.4M | $270M | $1.4M | 6 | 100 |
| May 2013 | $289M | $287.4M | $1.6M | 7 | 100 |
| Mar 2013 | $267.4M | $265.7M | $1.7M | 7 | 100 |
| Oct 2012 | $251.4M | $249.9M | $1.6M | 6 | 100 |
| Mar 2012 | $215.4M | $214.7M | $770.2K | 6 | 140 |
| May 2011 | $218M | $217.2M | $849K | 10 | -- |
| Mar 2011 | $195.8M | $195.1M | $679.4K | 5 | -- |
| Mar 2011 | $195.8M | $195.1M | $679.4K | 5 | -- |
| Dec 2010 | $200.1M | $199.6M | $525.8K | 5 | -- |
| Aug 2010 | $185.2M | $184.5M | $664K | 5 | -- |
| Jul 2010 | $176.2M | $175.6M | $644.4K | 5 | -- |
| Mar 2010 | $160.6M | $160.1M | $540.5K | 5 | -- |
| Mar 2009 | $142M | $141.7M | $335.5K | 10 | -- |
| Nov 2007 | $201.5M | $201.3M | $235K | 10 | -- |
| Nov 2007 | $201.5M | $201.3M | $235K | 10 | -- |
| Mar 2006 | $162.7M | $162.5M | $200K | 5 | -- |
| Sep 2005 | $165.2M | $165M | $200K | 5 | -- |
| Nov 2001 | $95M | $94M | $1M | 5 | -- |
DateMar 2025
Total AUM$360.5M
Discretionary$360.5M
Non-Disc.$0
Employees8
Clients0
DateMar 2024
Total AUM$371.2M
Discretionary$371.2M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$341.5M
Discretionary$341.5M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$337.7M
Discretionary$337.7M
Non-Disc.$0
Employees7
Clients0
DateFeb 2022
Total AUM$354M
Discretionary$354M
Non-Disc.$0
Employees7
Clients0
DateJan 2022
Total AUM$354M
Discretionary$354M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$354M
Discretionary$354M
Non-Disc.$0
Employees7
Clients0
DateJul 2020
Total AUM$305M
Discretionary$305M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$316.2M
Discretionary$316.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$316.2M
Discretionary$316.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$288.5M
Discretionary$288.5M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$270.1M
Discretionary$269.6M
Non-Disc.$520.5K
Employees7
Clients0
DateSep 2017
Total AUM$255.9M
Discretionary$255.2M
Non-Disc.$681.7K
Employees7
Clients100
DateMar 2017
Total AUM$260M
Discretionary$259.3M
Non-Disc.$673.4K
Employees8
Clients100
DateApr 2016
Total AUM$278.9M
Discretionary$278.3M
Non-Disc.$588.4K
Employees6
Clients100
DateMar 2016
Total AUM$278.9M
Discretionary$278.3M
Non-Disc.$588.4K
Employees6
Clients100
DateMar 2015
Total AUM$282.2M
Discretionary$281.4M
Non-Disc.$740.3K
Employees7
Clients100
DateMar 2014
Total AUM$271.4M
Discretionary$270M
Non-Disc.$1.4M
Employees6
Clients100
DateMay 2013
Total AUM$289M
Discretionary$287.4M
Non-Disc.$1.6M
Employees7
Clients100
DateMar 2013
Total AUM$267.4M
Discretionary$265.7M
Non-Disc.$1.7M
Employees7
Clients100
DateOct 2012
Total AUM$251.4M
Discretionary$249.9M
Non-Disc.$1.6M
Employees6
Clients100
DateMar 2012
Total AUM$215.4M
Discretionary$214.7M
Non-Disc.$770.2K
Employees6
Clients140
DateMay 2011
Total AUM$218M
Discretionary$217.2M
Non-Disc.$849K
Employees10
Clients--
DateMar 2011
Total AUM$195.8M
Discretionary$195.1M
Non-Disc.$679.4K
Employees5
Clients--
DateMar 2011
Total AUM$195.8M
Discretionary$195.1M
Non-Disc.$679.4K
Employees5
Clients--
DateDec 2010
Total AUM$200.1M
Discretionary$199.6M
Non-Disc.$525.8K
Employees5
Clients--
DateAug 2010
Total AUM$185.2M
Discretionary$184.5M
Non-Disc.$664K
Employees5
Clients--
DateJul 2010
Total AUM$176.2M
Discretionary$175.6M
Non-Disc.$644.4K
Employees5
Clients--
DateMar 2010
Total AUM$160.6M
Discretionary$160.1M
Non-Disc.$540.5K
Employees5
Clients--
DateMar 2009
Total AUM$142M
Discretionary$141.7M
Non-Disc.$335.5K
Employees10
Clients--
DateNov 2007
Total AUM$201.5M
Discretionary$201.3M
Non-Disc.$235K
Employees10
Clients--
DateNov 2007
Total AUM$201.5M
Discretionary$201.3M
Non-Disc.$235K
Employees10
Clients--
DateMar 2006
Total AUM$162.7M
Discretionary$162.5M
Non-Disc.$200K
Employees5
Clients--
DateSep 2005
Total AUM$165.2M
Discretionary$165M
Non-Disc.$200K
Employees5
Clients--
DateNov 2001
Total AUM$95M
Discretionary$94M
Non-Disc.$1M
Employees5
Clients--