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Real Estate Investment Firms / STERLING INVESTMENT MANAGEMENT
SEC Form ADV profile

STERLING INVESTMENT MANAGEMENT

Real estate private fund disclosures for an investment manager based in WEST PALM BEACH, FL. Latest included filing submitted 2026-03-25.

$2.4 billionreported non-feeder gross assets
13reported real estate funds
13funds not marked fund-of-funds
100%report an annual audit

What the filing shows

STERLING INVESTMENT MANAGEMENT reports 13 U.S.-organized real estate funds and 13 real estate funds across all reported jurisdictions. None are marked as fund-of-funds.

Positive minimum commitments reported across these funds range from $2.0 million to $5.0 million. That figure is what a fund reports routinely requiring from outside fund investors. It is not the manager's property investment check size.

Reported real estate funds

Sorted by gross asset value. Gross assets are reported by the manager and can overlap across master, feeder, parallel, and related fund structures.

FundOrganizedGross assetsInvestor minimumOwnersAnnual audit
STERLING VALUE ADD PARTNERS IV, L.P.805-1365897775Delaware$470 million$5.0 million19Yes
STERLING VALUE ADD PARTNERS III, L.P.805-3544975066Delaware$430 million$3.0 million31Yes
STERLING UNITED PROPERTIES I, LP805-1573812375Delaware$393 million$5.0 million11Yes
STERLING UNITED PROPERTIES II, LP805-4227479965Delaware$294 million$5.0 million13Yes
STERLING CONSUMER LOGISTICS PROPERTIES I, L.P.805-6688993063Delaware$231 million$5.0 million18Yes
STERLING VALUE ADD PARTNERS II, L.P.805-7953049585Delaware$204 million$5.0 million18Yes
STERLING VALUE ADD PARTNERS (NR-B) IV, L.P.805-7229630659Delaware$118 million$5.0 million10Yes
STERLING VALUE ADD PARTNERS (NR) IV, L.P.805-4662477481Delaware$105 million$5.0 million18Yes
STERLING VALUE ADD PARTNERS (NR) III, L.P.805-3398280923Delaware$95.5 million$3.0 million6Yes
STERLING VALUE ADD PARTNERS, L.P.805-5229515541Delaware$38.6 million$2.0 million17Yes
STERLING GOLF MILL CO-INVEST, LP805-8899782602Delaware$15.4 million$4.0 million2Yes
STERLING VALUE ADD PARTNERS (NR) II, L.P.805-3255889277Delaware$13.7 million$5.0 million10Yes
STERLING VALUE ADD PARTNERS (NR), L.P.805-5241132573Delaware$4.6 million$2.0 million22Yes

Source and limits

Source: SEC Investment Adviser Public Disclosure, Form ADV. Firm status checked 2026-08-20. Fund detail through 2026-07-31. CRD 174707, SEC 801-80903.

Form ADV is a regulatory disclosure, not a live deal mandate. It does not report property type, target geography, current fundraising status, available capital, or whether a manager accepts unsolicited proposals. Contact the firm and review current offering documents before relying on any figure.

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Educational only. Not financial, legal, investment, or tax advice. Big Brain Funding is not an investment adviser, broker-dealer, placement agent, lender, or broker of record. This profile is not an endorsement, recommendation, securities offering, or statement that the firm is available for a transaction.