STERLING INVESTMENT MANAGEMENT, LLC
Legal name: STERLING INVESTMENT MANAGEMENT
CRD #174707 SEC #801-80903 WEST PALM BEACH, FL 561-835-1810
SEC Registered Private Funds
Total AUM
$2.3B
Discretionary
$2.3B
Employees
51
Clients
--
Accounts
13
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $2.3B | $2.3B | $0 | 51 | 0 |
| May 2025 | $2.3B | $2.3B | $0 | 51 | 0 |
| Mar 2025 | $2.3B | $2.3B | $0 | 51 | 0 |
| Jun 2024 | $2B | $2B | $0 | 46 | 0 |
| Mar 2024 | $2B | $2B | $0 | 46 | 0 |
| Apr 2023 | $1.9B | $1.9B | $0 | 41 | 0 |
| Mar 2023 | $1.7B | $1.7B | $0 | 41 | 0 |
| Oct 2022 | $1.6B | $1.6B | $0 | 36 | 0 |
| Oct 2022 | $1.6B | $1.6B | $0 | 36 | 0 |
| Sep 2022 | $1.6B | $1.6B | $0 | 36 | 0 |
| Mar 2022 | $1.6B | $1.6B | $0 | 36 | 0 |
| Aug 2021 | $1.3B | $1.3B | $0 | 33 | 0 |
| Mar 2021 | $1.3B | $1.3B | $0 | 33 | 0 |
| Mar 2020 | $1.3B | $1.3B | $0 | 32 | 0 |
| Mar 2019 | $1.1B | $1.1B | $0 | 32 | 0 |
| Mar 2018 | $924M | $924M | $0 | 24 | 0 |
| Jun 2017 | $660.2M | $660.2M | $0 | 0 | 1 |
| Mar 2017 | $660.2M | $660.2M | $0 | 0 | 1 |
| Apr 2016 | $590.6M | $590.6M | $0 | 0 | 1 |
| Feb 2016 | $590.6M | $590.6M | $0 | 0 | 1 |
| Feb 2015 | $490.4M | $490.4M | $0 | 0 | 1 |
| Jan 2015 | $490.4M | $490.4M | $0 | 0 | 1 |
DateDec 2025
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees51
Clients0
DateMay 2025
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees51
Clients0
DateMar 2025
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees51
Clients0
DateJun 2024
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees46
Clients0
DateMar 2024
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees46
Clients0
DateApr 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees41
Clients0
DateMar 2023
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees41
Clients0
DateOct 2022
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees36
Clients0
DateOct 2022
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees36
Clients0
DateSep 2022
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees36
Clients0
DateMar 2022
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees36
Clients0
DateAug 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees33
Clients0
DateMar 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees33
Clients0
DateMar 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees32
Clients0
DateMar 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees32
Clients0
DateMar 2018
Total AUM$924M
Discretionary$924M
Non-Disc.$0
Employees24
Clients0
DateJun 2017
Total AUM$660.2M
Discretionary$660.2M
Non-Disc.$0
Employees0
Clients1
DateMar 2017
Total AUM$660.2M
Discretionary$660.2M
Non-Disc.$0
Employees0
Clients1
DateApr 2016
Total AUM$590.6M
Discretionary$590.6M
Non-Disc.$0
Employees0
Clients1
DateFeb 2016
Total AUM$590.6M
Discretionary$590.6M
Non-Disc.$0
Employees0
Clients1
DateFeb 2015
Total AUM$490.4M
Discretionary$490.4M
Non-Disc.$0
Employees0
Clients1
DateJan 2015
Total AUM$490.4M
Discretionary$490.4M
Non-Disc.$0
Employees0
Clients1